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The AI market is undergoing a fundamental shift where compute infrastructure—land, energy, and permits—has become the primary driver of enterprise value. While frontier models dominate the current discourse, the long-term competitive advantage for enterprises lies in building domain-specific context rather than relying solely on raw intelligence. Security has emerged as a top-tier concern, as AI-driven attacks now identify vulnerabilities in seconds, forcing organizations to move beyond perimeter defense toward rapid detection and response. Recent market activity, including the acquisition of Airtable and massive capital expenditure on compute, reflects a "gold rush" phase where execution and the ability to digest AI-driven insights determine winners. Ultimately, the future of enterprise software involves rewriting applications to leverage agents that operate within tightly bounded, context-rich environments to achieve the accuracy required for high-stakes business operations.