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Claude Cowork
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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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