Every enterprise is being sold the same story: hand your data to a model provider, wire up an API, and transformation follows. I think that story is backwards.
Models are becoming a commodity. Context is not. The enterprises that win with AI will be the ones that own their data and their context — the domain knowledge, the edge cases, the regulatory constraints, the institutional judgment — rather than outsourcing them to the model providers. Context is the asset that compounds.
Owning context is an architecture, not a slogan. Generic AI fails in regulated work because regulated work is defined by its exceptions. What's needed is an industry harness per vertical: domain-specific models, evaluation benchmarks that reflect the actual work, governance built into the system rather than bolted on, and humans in the loop — not as a compliance fig leaf, but as the mechanism by which the system improves.
And trust — not labor — is the adoption unlock. Most consultancies speak the platform language but still run labor-led AI projects, because that is where this quarter's revenue is. The differentiation is trust plus reusable, industry-specific capability: set the right AI foundation, build the harness for the vertical, then launch, rinse, and repeat at enterprise scale.