Technovation with Peter High (CIO, CTO, CDO, CXO Interviews) Solving the Data Bottleneck: How Dell Technologies Capital Makes AI Work in the Enterprise
Jan 16, 2026
Daniel Docter, Managing Director at Dell Technologies Capital, dives into the critical role of data in enterprise AI. He argues that unstructured, context-free data is the biggest barrier to AI success, not the technology itself. The conversation explores how startups like Redis are tackling these data challenges. Daniel also discusses the evolving landscape of corporate venture capital and how Dell supports its portfolio companies with a hands-on approach. He highlights the importance of fixing the data layer for enterprises to thrive in the next five years.
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Judge Series A By Founders And Early Traction
- At Series A, weigh founder strength plus user community and early adopter signals.
- Evaluate stickiness and real value delivered to customers, not just features.
Data Is The Real AI Bottleneck
- Data is the main bottleneck for enterprise AI, not models or talent.
- Enterprises must organize data, add context, and enable reasoning to unlock AI value.
Structure Data And Add Context First
- Move beyond finding data to structuring it and adding context before feeding models.
- Invest in data labeling, annotation, and reasoning layers to improve enterprise AI performance.