Company

Why LLMs Fail at SQL: The Case for Semantic Layers

”>

𝘓𝘓𝘔𝘴 𝘢𝘳𝘦 𝘤𝘳𝘶𝘴𝘩𝘪𝘯𝘨 𝘤𝘰𝘥𝘦. 𝘉𝘶𝘵 𝘧𝘢𝘪𝘭𝘪𝘯𝘨 𝘢𝘵 𝘥𝘢𝘵𝘢.

This week’s newsletter comes from our own Paul Dudley, back again with the bold facts, the real talk — and yes, the video.

🎥Why are LLMs so bad at answering business questions?

Because your data warehouse doesn’t speak 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴. 𝐒𝐞𝐦𝐚𝐧𝐭𝐢𝐜 𝐥𝐚𝐲𝐞𝐫𝐬 𝐦𝐢𝐠𝐡𝐭 𝐛𝐞 𝐭𝐡𝐞 𝐤𝐞𝐲.

𝐓𝐡𝐢𝐬 𝐨𝐧𝐞 𝐠𝐨𝐞𝐬 𝐝𝐞𝐞𝐩 𝐢𝐧𝐭𝐨:

⚙️ Why LLMs flop on enterprise SQL

🧠 Context beats code

🚀 What Palantir and OpenAI are quietly doing right

💣 And why semantic layers may be the most critical thing no one wants to own

🎬 Traditional action. No fluff.

Just semantics.

Full blog was originally posted on Streamkap’s Substack.

P.S. 🤗 Stay in the loop —subscribe: https://streamkap.substack.com/

AUTHOR BIO
Paul is the CEO and Co-Founder of Streamkap

PUBLISHED

April 3, 2025

TL;DR

• LLMs crush code but fail at business data questions because data warehouses don't speak business language. • Semantic layers may be the key-companies like Palantir and OpenAI are quietly getting this right. • Context beats code: without semantic understanding, enterprise SQL queries will continue to frustrate AI tools.