Big Technology Podcast · Friday, July 10, 2026
Ron Janroy believes that differentiation in the AI market will shift towards the "context layer" and "intelligence layer" of enterprise solutions, rather than just the core AI functionality. He argues that building robust systems for ingesting product knowledge and connecting to enterprise data (like CRMs) will be key battlegrounds, potentially favoring verticalized companies over broad players like OpenAI and Anthropic.
“And I actually think it's good for the more verticalized companies and it's bad for, uh, Anthropic and OpenAI.”
“So if you are a marketing organization within an enterprise, there are different levels of like the foundation. Beyond brand, when you say brand, everyone thinks like, oh, just put a tone of voice document or something. Like building out skills that actually and or a foundation of knowledge. So when people go to build agents, they're actually doing good work, correct work. Using this stuff out of the box.”
“So like those are the layers where there's going to be a lot more competition. And we can get into price wars and the the cost side of the equation. But actually making it so, again, you're a large consumer goods company. Like how your product knowledge is ingested into the overall system makes any agent either work or not work.”