Topic
Sovereign AI
Own your data, your knowledge, your context, your model choice, and your oversight.
September 2026: the month agents moved in
The month in AI. Always-on agents went mainstream, frontier models got cheaper and harder to get at the same time, and safety stopped being theoretical.
The risk isn't the deepfake
Deepfakes get the headlines. The larger risk for a campaign is the AI it deploys itself: answering voters, speaking in the candidate's name, at a scale no one reviews.
The Long Lake playbook
A three-year-old AI holding company just closed a 6.3 billion dollar take-private of Amex GBT. How the model works, what it claims, what is still unproven, and what private equity should take from it.
Building an AI roll-up platform
Private equity invented buy-and-build. The AI roll-up is being built mostly outside it. How a private equity firm can run the model, from choosing the vertical to the platform, the people and the exit.
Beyond cost: AI as a revenue engine
Most portfolio AI plans are cost plans. The larger and more durable opportunity is revenue: capacity that turns into growth, new AI products and services, and new ways to price.
AI across a portfolio, sector by sector
The same technology lands differently in software, services, healthcare, defense, industrials and home services: different work, different constraints, and a different share of the gain the company keeps.
Scaling AI across a portfolio
Most portfolio AI programs can make one company work. Few make the tenth company cheaper than the first. What to share across a portfolio, what each company must keep, and who runs it after the builders leave.
Choosing an AI partner for your portfolio
Lab-owned deployment firms, consultancies, integrators, platform partners or building it yourself. Four questions that separate them, and why model choice matters over a seven-year hold.
No two institutions start in the same place
Higher education is covered as one market with one story. Five kinds of institution, what leadership in each is actually working on, and where AI tends to help first.
Your advantage is already on campus
Access to capable AI is now ordinary, which moves the question from what an institution can buy to what it already has. Four things a university holds that nobody can copy, and how each becomes a system.
What forward deployed means
A job title that was one company's internal jargon three years ago is now the most contested role in AI. What it actually is, why it came back, and what it should leave behind.
What to build, and what to buy
Enterprises are buying most of their AI and worrying about what they bought. The build-or-buy line does not run between layers of the stack. It runs through every one of them.
Why evals matter
The public benchmarks stopped measuring anything useful this year. The instrument you build for your own work is the one that decides everything else.
Should I train my own model?
Where the model market stands this month, what each class is for, what the industry and the law constrain, when post-training pays, and how Fig thinks about it.
What an ontology is for
The word has escaped into every enterprise AI pitch. Here is what it actually means, why agents made it urgent, and how it becomes the foundation of an AI transformation.
Agents need your decision model, not just your data
Retrieval gives an agent what the company knows. A decision model gives it how the company decides, and that is what lets it act.
Meet the work where it happens
Fig is not religious about form factor. Slack or Teams, the mobile app or WhatsApp, desktop or web: the AI fits how your organization operates.
Closing the books with agents
Where agents take work off the close calendar, where people stay in the loop, and what the audit trail has to capture.
Flash or Thinking: how Fig routes every task
Two lanes that outlast any model, the signals the router reads, how a model earns traffic, and when to overrule it.
Getting the CISO to yes
The five questions security will ask about an AI agent, the four proofs that answer them, and a rollout security can approve.
Sovereign AI: the operating playbook
Sovereignty is a capability, not a location. Five rights, a ladder of infrastructure routes, and four proofs to run before production.
The Sovereign Frontier Enterprise
Adoption is universal and impact is concentrated. The difference is what a company owns around the models.