alt.hn

3/1/2026 at 9:04:19 AM

Intelligence is a commodity. Context is the real AI Moat

https://adlrocha.substack.com/p/adlrocha-intelligence-is-a-commodity

by adlrocha

3/1/2026 at 12:04:49 PM

API prices dropped 97% in two years so the model layer is already a commodity. The question is which context layer actually sticks. The OpenClaw example in the article (400K lines to 4K) is a nice proof point for what happens when context replaces code.

I've been arguing for some time now that it's the "organizational world model," the accumulated process knowledge unique to each company that's genuinely hard to replicate. I did a full "report" about the six-layer decomposition here: https://philippdubach.com/posts/dont-go-monolithic-the-agent...

by 7777777phil

3/1/2026 at 4:43:14 PM

Great Article. And this idea is Largely behind all the new Microsoft IQ products, Work IQ, Foundry IQ, Fabric IQ. Giving the Agents Context of all relevant enterprise data to do their job.

by farcitizen