--- title: "Our CEO @jerryjliu0 in @VentureBeat , on what's actually changing in the LLM stack:\n\n\"We've really ..." source_name: "LlamaIndex 🦙(@llama_index)" original_url: "https://x.com/llama_index/status/2050322902923272337" canonical_url: "https://www.traeai.com/articles/d2f2e654-95e7-4c00-9a95-f46f60600d59" content_type: "tweet" language: "中文" score: 7.8 tags: ["LLM","RAG","数据层","LlamaIndex","AI架构"] published_at: "2026-05-01T21:14:07+00:00" created_at: "2026-05-02T11:14:28.697937+00:00" --- # Our CEO @jerryjliu0 in @VentureBeat , on what's actually changing in the LLM stack: "We've really ... Canonical URL: https://www.traeai.com/articles/d2f2e654-95e7-4c00-9a95-f46f60600d59 Original source: https://x.com/llama_index/status/2050322902923272337 ## Summary LlamaIndex CEO指出LLM栈的核心变革在于数据层：企业关键上下文仍锁在PDF、合同等文件中，框架抽象已成负担，真正护城河是高效提取与供给高质量上下文的能力。 ## Key Takeaways - LLM应用成败取决于上下文质量，而非底层模型选择 - PDF/合同/申报文件等非结构化数据是企业最核心但未被激活的上下文来源 - 2023年流行的框架抽象正迅速过时，轻量、专注数据连接的基础设施成为新焦点 ## Content Title: LlamaIndex 🦙 on X: "Our CEO @jerryjliu0 in @VentureBeat , on what's actually changing in the LLM stack: "We've really identified that there's a core set of data that has been locked up in all these file format containers. Ultimately, whether you use OpenAI Codex or Claude Code doesn't really" / X URL Source: http://x.com/llama_index/status/2050322902923272337 Markdown Content: # LlamaIndex 🦙 on X: "Our CEO @jerryjliu0 in @VentureBeat , on what's actually changing in the LLM stack: "We've really identified that there's a core set of data that has been locked up in all these file format containers. Ultimately, whether you use OpenAI Codex or Claude Code doesn't really" / X Don’t miss what’s happening People on X are the first to know. [Log in](http://x.com/login) [Sign up](http://x.com/i/flow/signup) # [](http://x.com/) ## Post See new posts # Conversation [![Image 1: Square profile picture](https://pbs.twimg.com/profile_images/1967920417760251904/0ytfduMQ_normal.png)](http://x.com/llama_index) [LlamaIndex ![Image 2: 🦙](https://abs.twimg.com/emoji/v2/svg/1f999.svg)](http://x.com/llama_index) [@llama_index](http://x.com/llama_index) Our CEO [@jerryjliu0](http://x.com/jerryjliu0) in [@VentureBeat](http://x.com/VentureBeat) , on what's actually changing in the LLM stack: "We've really identified that there's a core set of data that has been locked up in all these file format containers. Ultimately, whether you use OpenAI Codex or Claude Code doesn't really matter. The thing that they all need is context.” The framework abstractions that saved developers months in 2023 are dead weight now. What survives is the data layer because agents are only as good as the context they get, and the best context in any enterprise is still locked in PDFs, contracts, and filings. That's the layer we're building. [![Image 3](https://pbs.twimg.com/card_img/2050392492714115072/KFbV73yC?format=png&name=small) The scaffolding era is over. LlamaIndex says context is the new moat](https://t.co/gg2HnnMWMw) [From venturebeat.com](https://t.co/gg2HnnMWMw) [9:14 PM · May 1, 2026](http://x.com/llama_index/status/2050322902923272337) · [6,795 Views](http://x.com/llama_index/status/2050322902923272337/analytics) 2 5 17 11 ## New to X? Sign up now to get your own personalized timeline! Sign up with Apple [Create account](http://x.com/i/flow/signup) By signing up, you agree to the [Terms of Service](https://x.com/tos) and [Privacy Policy](https://x.com/privacy), including [Cookie Use.](https://help.x.com/rules-and-policies/twitter-cookies) ## Relevant people * [![Image 4: Square profile picture](https://pbs.twimg.com/profile_images/1967920417760251904/0ytfduMQ_normal.png)](http://x.com/llama_index) [LlamaIndex ![Image 5: 🦙](https://abs.twimg.com/emoji/v2/svg/1f999.svg)](http://x.com/llama_index) [@llama_index](http://x.com/llama_index) Follow Click to Follow llama_index The world's best AI Document OCR LlamaParse: [https://cloud.llamaindex.ai](https://t.co/yQGTiRSfFL) Docs: [https://developers.llamaindex.ai/python/cloud/](https://t.co/us6GCS14vD) * [![Image 6](https://pbs.twimg.com/profile_images/1268192121477046272/oxLhAY5V_normal.jpg)](http://x.com/VentureBeat) [VentureBeat](http://x.com/VentureBeat) [@VentureBeat](http://x.com/VentureBeat) Follow Click to Follow VentureBeat Obsessed with covering transformative technology. Something went wrong. Try reloading. Retry [Terms of Service](https://x.com/tos) | [Privacy Policy](https://x.com/privacy) | [Cookie Policy](https://support.x.com/articles/20170514) | [Accessibility](https://help.x.com/resources/accessibility) | [Ads info](https://business.x.com/en/help/troubleshooting/how-twitter-ads-work.html?ref=web-twc-ao-gbl-adsinfo&utm_source=twc&utm_medium=web&utm_campaign=ao&utm_content=adsinfo) | More © 2026 X Corp.