Philip Rathle, Neo4j & Amit Eyal Govrin, Agentcy Labs | RAISE Summit 2026

In this interview from RAISE Summit 2026 in Paris, Philip Rathle, chief technology officer of Neo4j, joins Amit Eyal Govrin, chief executive officer of Agentcy Labs, to talk with theCUBE's John Furrier about why context and knowledge graphs are emerging as the most durable moat in the AI stack. Rathle explains that as models and GPUs become commoditized, the lasting differentiator becomes an organization's ability to connect its knowledge and expose it to agents. He details how terms like ontology and semantics have returned to prominence, and why knowledge graphs help solve hallucination, explainability and governance challenges that plague ungoverned context windows. Govrin frames this shift alongside a broader industry reckoning over control of the AI stack itself. The conversation turns to sovereignty, a theme resonating strongly in Europe but relevant globally. Govrin breaks down a five-layer framework spanning territorial, operational, stack, legal and unit-economic control, arguing that losing any one layer can compromise an organization's autonomy over its AI systems. Rathle adds a reasoning-centric lens, describing a pendulum swing back toward neurosymbolic, deterministic decision-making for high-stakes use cases where explainability is non-negotiable. Both guests assess enterprise readiness, placing most organizations early in their sovereignty journey even as adoption accelerates and buying criteria around open weights, data residency and encryption become table stakes. Furrier closes by underscoring that controlling knowledge and intellect, not just compute, is becoming the new competitive moat in AI. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Exploring AI: Infrastructure, Sovereignty, and Contextual Insights 02:58 - Integrating Graphs and Ontology in Modern Data Solutions 06:57 - Sovereignty: Definitions, Implications, and the AI Economy 10:06 - Navigating Sovereignty: Corporate Influence and AI Dynamics 12:53 - Strategic Innovation and Sovereign Value Creation 16:10 - Title: "Sovereign AI: Integrating Architecture, Decision Making, and Adoption Trends 21:25 - Future Trajectories: AI Adoption and Final Insights #theCUBE #RaiseSummit #theCUBEresearch #Neo4j #AgentcyLabs #KnowledgeGraphs #AI