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What we're thinking about.

March 5, 2026
Sara Kromwijk
Abstract architectural interior with concrete beams, glass reflections, and circular lights creating a layered geometric pattern.

The Context Wall

The naive approach to grounded, source-cited reasoning hits four walls in sequence: latency, cost, prompt-following degradation, and a hard context limit. Solving that forced us to rethink what a conversation actually is.

February 27, 2026
Luca Daniele Vailati
A calculator beside a pen on white printer paper.

Equity Research in the Age of AI: What Actually Needs to Change

Equity research is built on precision, not just insight. AI doesn't need to replace judgment to be transformative — it needs to remove operational drag while keeping every number verifiably correct.

February 25, 2026
John McRaven
Looking up through a modern glass building interior, with a geometric skylight grid opening to bright sky above.

Agent Ontology: What It Actually Takes to Build AI You Can Trust

Building AI you can trust isn't a prompting problem or a model selection problem—it's an architecture problem. Here's what building Kepler's agent ontology has taught us.

February 13, 2026
Vinoo Ganesh
Modern dark corridor with semi-hidden server racks.

Context Is the Easy Part

Everyone's talking about context engineering. Context engineering isn't a context problem. It's an engineering problem.

February 10, 2026
Sara Kromwijk
Illuminated glass office building at night — building transparent, trustworthy AI systems.

Trust in the Age of AI

What does it mean to trust AI? Accuracy, security, and credulity are three interrelated challenges, and forcing AI to show its work changes the nature of the output itself.

February 6, 2026
Rui Zhang
Empty New York Stock Exchange quotations chalkboard.

The AI Era of Finance - A Practitioner's View

Large language models excel at summarizing ideas, but struggle with the one thing finance can’t compromise on: numerical truth. Without grounding, traceability, and verification, AI risks accelerating errors rather than insight.

February 3, 2026
Susannah Meyer
The Kepler logo.

Why I Joined Kepler

From Meta to four seed-stage startups, Susannah has learned what actually matters when building from zero to one. In this post, Kepler’s Founding Engineer shares why she joined Kepler and why building fully traceable AI systems is a challenge she couldn’t pass up.

January 30, 2026
Vinoo Ganesh, John McRaven
Glass office buildings reflecting the sky — Kepler brings transparency and trust to AI-powered data.

Introducing Kepler

We're building the infrastructure that gives AI the same foundation - to enable everyone to build on top of a platform they can truly trust. Verified data, traceable to its source, precise enough to follow wherever it leads.