Founder of https://xitter.cf/t.co/p8T36j78ab, building context infrastructure for AI agents.
Seattle
Joined April 2013
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1/You wouldn't ask your accountant to do your taxes using last year's receipts, a few napkin notes, and something Dave from sales vaguely remembers.
But that's exactly what we're doing with AI agents.
Great recap of the current data agent market map. All of these companies focus on internal context capture - worthwhile, but only half the equation. We're building the external context layer at getstrata.ai, arming agents with structured, relevant, actionable information about the outside world.
Frontier models are exceptionally efficient, intelligent, and useful. For agents, context is now the bottleneck.
Enter the context layer, which bridges the gap from an enterprise's messy data to actionable context, packaged for agents.
We're seeing three distinct verticals emerge in the context layer space:
- Data gravity platforms
- Existing AI data analysts
- New, dedicated context layer companies
Read the full piece by @JasonSCui and @JenniferHli: a16z.news/p/your-data-agents…
Janelle Milodragovich retweeted
Frontier models are exceptionally efficient, intelligent, and useful. For agents, context is now the bottleneck.
Enter the context layer, which bridges the gap from an enterprise's messy data to actionable context, packaged for agents.
We're seeing three distinct verticals emerge in the context layer space:
- Data gravity platforms
- Existing AI data analysts
- New, dedicated context layer companies
Read the full piece by @JasonSCui and @JenniferHli: a16z.news/p/your-data-agents…
Janelle Milodragovich retweeted
Downloading and using skills blindly is like picking a random LinkedIn productivity influencer post and just following their instructions.
SaaSacre thought: If you accept that the context layer has always existed invisibly (email threads, tribal knowledge, wiki pages), then SaaS companies were never selling software...they were selling structured containers for institutional knowledge. AI didn't destroy their value; it exposed that the container was never the valuable part. The knowledge was.
Context enrichment will be the single greatest differentiating factor for companies going forward. We're building getstrata.ai to create external context sets for this very reason. When action becomes easy, the only thing separating you from your competitors is what you knew before you acted.
Janelle Milodragovich retweeted
Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this:
Dario Amodei details the staggering financial risk of the AI race, explaining that if growth continues at 10x a year, a company could be looking at a $1 trillion revenue run rate by the end of 2027. He notes that to support this, a firm might buy $5 trillion worth of compute.
However, he highlights a "ruinous" dilemma: if that revenue is even slightly lower than projected. specifically if it comes in at $800 billion instead of $1 trillion the company would collapse. He explains that if you are off by just a year or if the growth rate drops to 5x, "there's no force on earth, there's no hedge on earth, that could stop me from going bankrupt" after committing to that level of spend.
Because of this, Amodei argues that "behaving responsibly" means not just "yoloing" hundreds of billions of dollars. He suggests that some competitors may not have "written down the spreadsheet" and don't fully grasp the existential risks they are taking with these massive, unhedged bets on infrastructure.
Fantastic explainer on AI chief of staff. We're building external context sets at getstrata.ai so you can simply pull in a foundational starting point on your competitors (instead of having to grow it over time based on internal messages). If you're building on Mike's open source, LMK and I'll hook you up!
My relationship with my computer has changed more in the last month than in the previous 10 years.
Here's a walkthrough of how I as a CEO am using Claude Code as my AI Chief of Staff to roughly double my productivity.
I show how show how with near perfect context on our company (Ada) and by personal life, my chief of staff helps me:
- Unify 6+ inboxes across Slack, Email, Whatsapp, etc. and speed through them
- Manage a multiplayer todo list that it works on for me overnight
- Increase the number of deep relationships I can manage by automatically enriching contact records from all Granola transcripts
- Push back on core decisions I'm making and ensure my time is aligned to my key goals
- more...
I've put first version on Github below. If you're a CEO or an exec, give it a try and let me know how it works for you.
"We may only have to ask them." Excellent piece on Moltbook, caretaking, and AGI safety.
antikythera.substack.com/p/t…
Janelle Milodragovich retweeted
Immortality is attained by having children, leaving the world in a better place than you found it, and pushing the human frontier. Not by drinking “longevity mix powder”.
Let's think bottoms-up about AI accelerating software dev 2-5x faster. If building is reliably quicker & cheaper (quality holds), what breaks next?
Market context.
Without context? You can win via luck: Right reps, bets, positioning by chance. Wins are essentially probabilstic. Independent with no structural learning.