Clouded Judgement: Digital Twins as the Infrastructure Layer for AI Agents

Digital twins—digital representations of knowledge, processes, and expertise—are emerging as a critical infrastructure layer enabling AI agents to scale across enterprises by bridging siloed knowledge, institutional memory, and expert workflows. The article explores six flavors of digital twins (workflow capture, institutional memory, expert twins, customer twins, knowledge multiplication, and personal monetization) and argues that knowledge representation, not model intelligence, is the bottleneck to widespread AI adoption. The piece includes detailed SaaS valuation benchmarks showing median Rule of 40 scores, NRR of 109%, and CAC payback periods of 33 months across public cloud software companies.