sean blanchfield

T2 · manager / operator

Founder and CEO of Jentic, building an enablement layer for AI agents in enterprises. Previously built backend infrastructure for video games (acquired by Activision) and has 25+ years experience in distributed systems. Serves on Ireland's AI advisory council.

2 calls·2 names·50% bull·last heard 5 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$JENTICJenticposition

Jentic CEO: Building the neutral enablement layer between AI agents and enterprise APIs

Enterprises need a vendor-neutral integration layer above APIs but below LLMs to securely connect AI agents to thousands of internal systems; incumbents are poorly positioned due to sovereignty and stack-neutrality requirements.

2ndmedium conviction
$MSFTMicrosoft

Microsoft's ecosystem lock-in strategy ill-suited for enterprise AI agent sovereignty needs

Enterprises will resist putting all AI workflows on a single vendor stack (Azure/Microsoft) because business processes encoded as workflows become core IP requiring autonomy; multi-cloud neutrality trend accelerates with AI.

2 total
$MSFT
···
Microsoft
Microsoft's ecosystem lock-in strategy ill-suited for enterprise AI agent sovereignty needs
Enterprises will resist putting all AI workflows on a single vendor stack (Azure/Microsoft) because business processes encoded as workflows become core IP requiring autonomy; multi-cloud neutrality trend accelerates with AI.
"The alternative would be that companies have to pick one... some companies will say we're going to be an Azure house and just continue to do it all on a Microsoft stack... But the…"
16:30
$JENTIC
Jentic
HIGHsean blanchfield·Scaling Europe·5 months ago· position
Jentic CEO: Building the neutral enablement layer between AI agents and enterprise APIs
Enterprises need a vendor-neutral integration layer above APIs but below LLMs to securely connect AI agents to thousands of internal systems; incumbents are poorly positioned due to sovereignty and stack-neutrality requirements.
"There is a missing layer between the APIs and the AI when it comes to enterprise... It's how to actually hook it up to all of the different backends of the API platforms, all the…"
0:48