ai-infrastructure
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Your Knowledge Base Is Now AI Infrastructure
ReadMe, KMS Lighthouse, MadCap Software and Microsoft are turning documentation from a reference shelf into a working layer for AI. The useful question is no longer which tool stores the most, but which kind of knowledge your business needs to move.
The Boring Industry Quietly Becoming a Trillion-Dollar Category
Intelligent document processing is the unglamorous layer under every regulated industry - the plumbing that turns the mortgage packets, claims files and bank statements no computer could read into data a compliance team will stake a lawsuit on. Reading the page was never the hard part; proving it was read correctly is. As sovereign wealth funds and top-tier VCs write nine-figure checks into 'document processing,' three tribes are fighting over the same ground, and the real prize is not the document. It is permission for software to make the decision a human used to sign.
Foundation Models: The Industry Report
A deeply researched report on the foundation model industry as of mid-2026: a sector where two labs, OpenAI and Anthropic, capture roughly 89% of startup AI revenue; where hyperscaler capital spending has tripled to an estimated $725 billion a year; where inference has overtaken training as the dominant cost; and where open-weight Chinese models now trail the closed frontier by only months. The report maps market structure, competitive strategy, the economics of scale, regulation, and where value is migrating up the stack.