[Twitter threads] Analysis of the 2026 AI Strategy: How is it being implemented?

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Chainfeeds Summary:

As 2026 approaches, the AI market is undergoing a structural shift. The core question is no longer "what can the models do," but rather: which systems are trustworthy enough to actually operate?

Article source:

https://x.com/yoheinakajima/status/2008665440483242300

Article Author:

Yohei


Opinion:

Yohei: The first wave of generative AI proved that language can be a universal interface for knowledge work. This realization has been fully absorbed by the market today. Entering 2026, the real watershed lies in operationality—the extent to which AI systems are embedded into real-world workflows that drive business operations. When AI enters operational mode, the failure model changes: errors are no longer just informational biases, but directly translate into economic, legal, or reputational risks. This forces product demands to shift towards restricted autonomy, deterministic execution paths, and strong observability. This change is most evident at the orchestration layer: translating intent into collaborative actions across fragmented software stacks. These don't replace existing tools, but rather sit atop them. Zams embodies this at the functional level, acting as the AI command center, translating sales intent into multi-step execution across CRM, communication, and GTM tools. Anyreach employs a similar logic at the SME boundary, automatically coordinating tools and deploying resident agents that require no custom configuration by parsing the company website. Cofounder, created by General Intelligence Company, takes orchestration even further upstream, positioning natural language as the control layer that coordinates internal enterprise tools and specialized intelligent agents. In production environments, most AI failures no longer stem from model capabilities, but from data issues: outdated records, fragmented sources, and missing context can quietly amplify into systemic errors once the system becomes autonomous. Three data layer trends are becoming critical: 1) Freshness as a performance metric: Salmon Labs views CRM and operational data as objects that need continuous validation and enrichment. In agent workflows, outdated data not only reduces accuracy but also spreads errors at scale. 2) Retrieval structures built for action: Vector RAG excels at semantic retrieval but has inherent limitations in source tracing and multi-hop reasoning. Graph-native systems like FalkorDB are becoming increasingly important in agent scenarios involving relationships, permissions, and causal chains. 3) Operationalization of unstructured media: In enterprise contexts, the proportion of video is constantly increasing. VideoDB transforms real-time or historical video footage, such as meetings, on-site operations, and security recordings, into queryable, structured data, making it usable for retrieval, monitoring, or training signals. Beyond single workflows, a more macro-level model is emerging: not all enterprise structures are equally suited to partial autonomy. The General Intelligence Company explicitly states this judgment, aiming to reduce enterprises' marginal reliance on human collaboration. Cofounder represents an early form of this concept, focusing on orchestration rather than complete autonomy. In practice, the most feasible scenarios for autonomous enterprises have three characteristics: 1) Engineering-driven companies: Layers allows teams to complete GTM operations directly within existing platforms, shortening the loop between product changes and distribution feedback. 2) Highly standardized businesses: Clave applies AI coordination to its franchise system—where processes are documented, unit economies are consistent, and telemetry data is abundant. 3) Workflow-intensive organizations: The clearer the processes and the more defined the success criteria, the more credible partial autonomy becomes. This also implies a boundary: businesses with vague goals, low telemetry quality, and frequent anomaly handling are not suitable for premature automation. Forced implementation often carries risks outweighing the leverage. [Original text in English]

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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