Topic archive
AI Infrastructure
6 items grouped under this topic.
Posts
6 matching essays
January 14th, 2026
655
5 mins
Context Graphs Are a Trillion-Dollar Opportunity. But Who Actually Captures It?
Context Graphs
Agentic AI
Enterprise AI
Claude Code
Claude Cowork
AI Infrastructure
Systems of Record
Anthropic
The concept of Context Graphs has rapidly captured the industry's imagination. The thesis is that the next trillion-dollar enterprise platforms will not be systems of record for data, but systems of record for decisions. But who actually captures this opportunity? The answer is hiding in plain sight—in the agentic tools that are already operating in the wild, generating decision traces every second.
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January 1st, 2026
1738
4 mins
What Are Context Graphs, Really?
Context Graphs
Agentic AI
Enterprise AI
Two Clocks Problem
Event Sourcing
Graph Representation Learning
AI Infrastructure
Organizational Memory
The conversation around context graphs has exploded, but the term itself has become a Rorschach test. This is not about adding memory to your agent—it's about rethinking our assumptions about data, time, and organizational knowledge. The Two Clocks Problem reveals why we're missing half of time in enterprise systems, and why this is fundamentally a representation problem, not a database problem.
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December 26th, 2025
1577
4 mins
Context Graphs: My Thoughts on the Trillion Dollar Evolution of Agentic Infrastructure
Context Graphs
Agentic AI
Enterprise AI
MCP
Agent Skills
AI Infrastructure
Decision Traces
AI Governance
Systems of Record
After reading Jaya Gupta's post about Context Graphs, I have not been able to stop thinking about it. For me, it did something personal: it gave a name to the architectural pattern I have been circling around in the agentic infrastructure discussions on this blog for the past year. Gupta's thesis is simple but profound—the last generation of enterprise software created trillion dollar companies by becoming systems of record. The question now is whether a new layer will emerge on top of them: a system of record for decisions.
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December 23rd, 2025
746
5 mins
2025: The Year Agentic AI Got Real (What Comes Next)
Agentic AI
Enterprise AI
MCP
Agent Skills
AI Agents
AI Infrastructure
Multi-Agent Systems
AI Governance
Open Standards
2025 Review
If 2024 was the year of AI experimentation, 2025 was the year of industrialization. The speculative boom around generative AI has rapidly matured into the fastest-scaling software category in history, with autonomous agents moving from the lab to the core of enterprise operations.
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December 18th, 2025
561
5 mins
Agent Skills: The Missing Piece of the Enterprise AI Puzzle
AI Agents
Agent Skills
Enterprise AI
Anthropic
MCP
Agentic AI
AI Governance
Open Standards
AI Infrastructure
Agent Architecture
The enterprise AI landscape is at a critical juncture. We have powerful general-purpose models and a growing ecosystem of tools. But we are missing a crucial piece: a standardized, portable way to equip agents with the procedural knowledge and organizational context they need to perform real work.
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December 10th, 2025
185
3 mins
From Boom to Build-Out: The State of Enterprise AI in 2026
Enterprise AI
AI Agents
Agentic Workflows
AI Adoption
Platform Strategy
Developer Tools
AI Infrastructure
Generative AI
Enterprise Software
The era of AI experimentation is over. What began as a speculative boom has rapidly industrialized into the fastest-scaling software category in history. Enterprise spending on generative AI skyrocketed to $37 billion in 2025, a stunning 3.2x increase from the previous year.
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