Dell says company knowledge, not AI models, is the real edge

Dell has run fully autonomous AI agents inside its business for nearly two years. CTO John Roese says companies that adopt agents without changing their operating model gain little, and that proprietary knowledge encoded in skill files, not the models, is the real moat.

• Dell has run autonomous AI agents internally for about two years
• Company practices are encoded into Markdown skill files for agents
• Roese warns against handing proprietary knowledge to third parties
• Frontier and open models are fine, but knowledge is the moat