The Obsidian-ification of enterprise Hypothesis: as more and more of a company's operations are digitized and explicit-ized (eg decisions/context go from inside peoples' heads to executed by agentic software with detailed logs), the company will become increasingly vulnerable to platform risk and therefore increasingly seek to control its own data and compute If this is true, it will be a decentralizing force: turning companies... - ❌ away from all-encompassing cloud saas like Salesforce, SAP, HubSpot, MS Office/ActiveDirectory, Rippling - ✅ towards on-prem or private and portable cloud storage providers - ✅ towards on-prem or private cloud compute providers