Our Strategy in Business Cluster

Adapting to Survive & Thrive in Age of AI

The AI hype is reshaping the IT market. 1/3 pillars of our strategy is to seed and build new AI-native businesses within 2 years so we don't just survive the shift — we lead it.

Why Business Cluster?

Our Business Cluster Mission

The consulting and IT services market is changing as AI agents and automation reduce demand for traditional staffing models. The Business AI Cluster exists to build AI product businesses where we sell subscriptions, licences, and fixed-scope implementations — not CVs or bodyshop hours.

Adapt to the Market Shift

Traditional IT staffing is under growing pressure as clients adopt AI internally. Instead of selling headcount, we sell defined-scope products and accelerators that deliver value independently of team size. And who buys value? Business people — decision-makers who are at least partially outside of IT departments.

Seeding Future Profitable Business

Backed by Bull's investment and DataSentics' existing business, we have the capacity to make these bets on our future — we do not need to make it work tomorrow unlike many traditional companies — but that backing comes with a real responsibility to deliver results. We validate market fit and scale the ones that gain traction to make at least 1 product successful within a 2–3 year horizon.

Profitability Because of Bull

We're building revenue based on subscriptions, licences, and repeatable implementations — not project-by-project staffing. Products with their own clients, teams, and growth paths. If we succeed, we gain a structural margin advantage through access to Bull's infrastructure and the EU AI Factories ecosystem, keeping AI compute costs well below market rates.

Product Lifecycle

Business AI Product Lifecycle

Every product goes through a rigorous lifecycle — from backlog idea to a fully funded, profitable business. We invest at each gate, kill what doesn't work, and double down on winners.

Our North Star

Climbing the Value Chain

In an AI-driven world, the only durable advantage is moving up the value chain — where business is done on trust and partnership, not commodity delivery. Here is where we play and where we want to go.

Higher up More trust & partnership · scarcer · cannot be replaced by AI
Lower down More commoditization · price-driven · easily replaced by AI
Tier 1 · Apex

Business Process Outsourcing

You trade trust · bear full business + IT complexity · true business partner

Tier 2

Hybrid Product + Services

Palantir, SAS, SAP · trade trust · own IT complexity · share business complexity

Tier 3

Products

Productized business processes · own full IT complexity · business complexity stays with the customer

Tier 4

Specialized / Professional Services

Consulting · own IT architecture · IT ops & business complexity stay with the customer

Tier 5 · Base

Resources

Bodyshop · people / HW / materials · all IT & business complexity stay with the customer

Higher up We bear more business + IT complexity · deeper accountability · higher margin
Lower down Customer bears all complexity · we just deliver inputs · commodity margin
1
The market shift

Productivity is exploding — and the chain is moving

General human productivity has multiplied — and keeps multiplying with Claude, co-workers, agents, etc. Everything ships faster, cheaper, with fewer people.

  • Companies free up time to compete higher in the value chain
  • Lower tiers commoditize fast — price collapses, AI replaces delivery
  • Business is increasingly won on trust & partnership, not pure delivery
Case in point · Databricks-style business
A shrinking window to profit from the expert shortage

Today we profit from a shortage of expert demand — Databricks-style platform & data engineering work. Before AI agents, we had ~10 years to ride this wave.

With productivity exploding through agents and copilots, the supply gap is closing much faster. The runway is real, but it's no longer a decade.

~10 yrs → shrinking We need to climb the value chain now while this advantage still funds the move.
2
Our answer

Synergy of Bull + DataSentics — not just diversification

To beat the competition we must transform our business so the synergy between Bull and DataSentics becomes a real advantage. Diversification alone won't be enough to grow.

  • Find a niche where we can climb — not one step, but all the way to Hybrid / BPO
  • Combine Bull's infrastructure & trust with DataSentics' AI & product DNA
  • This is the only place AI cannot replace us — AI doesn't trade trust, you can't sue it (at least not efficiently)
Where we are · Discovery sprawl → focused bet
We're in one big discovery phase — quality must beat quantity

Right now we're exploring ~6 product bets in parallel. That's healthy for discovery — but to win a niche all the way up the value chain, we will need to prioritize and concentrate resources behind the bets that prove traction. Quality, not quantity.

Today ~6 parallel bets
CIQ TechBuddy ClaimSense AITMP Comms Inspector Dynamic Pricing
In 1–2 years 1 lead · few support · some sunset
1× Lead bet Survivors New bets Sunset Sunset
Lead bet · concentrated focus Active bets · earning their place Killed / hibernated
The bet

Climb a niche all the way to Hybrid & BPO — where trust, not delivery, decides the deal.

It's the one altitude where AI cannot replace us. Everything below will keep commoditizing. Everything above will keep compounding on partnership and accountability.

Currently evaluating

Should we shift focus toward non-IT, semi-physical industries?

We are exploring whether to partner more deliberately with outcome-based services — businesses where we can jointly transform their operating model into a hybrid / BPO offering, rather than selling them tooling.

The pattern we're testing: industries that already sell an outcome (not a deliverable), have a meaningful human-judgment layer, and a semi-physical workflow that AI alone can't fully replace.

Tax consulting Underwriting agencies HR agencies Financial brokers Property management …other semi-physical, outcome-based services

Explore What & Who

Dive into our product portfolio or meet the leaders driving each initiative forward.

See the Products

Explore our portfolio and see how each product maps to a real market opportunity with proven traction.

View Products →

Meet the Team

Get to know the AI leaders who own and drive each product — their vision, expertise, and track record.

View AI Leaders of Business Cluster →