Finance & Investing
The AI Disruption Sell-Off: What Happened, What It Means, and What to Watch Next
A deep-dive into the AI-fueled software sell-off, the valuation reset, and the indicators that matter next.
·
3 min read
Markets • AI • Software
A deep-dive into the AI-fueled software sell-off, the valuation reset, and the indicators that matter next.

Risk, performance and accounting each carry their own security master, so one exposure question gets three defensible answers. What an ontology is, and what it actually fixes.


Enterprises are collapsing the manual path from business question to answer. This paper walks through the shift from siloed data retrieval to LLMs sitting on top of the data estate — prompt and file context, RAG, multi-hop RAG, GraphRAG, and agentic workflows — and argues most asset managers never need a graph database.