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Claude Cowork
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January 14th, 20269485 mins
Context Graphs Are a Trillion-Dollar Opportunity. But Who Actually Captures It?
Context GraphsAgentic AIEnterprise AIClaude CodeClaude CoworkAI InfrastructureSystems of RecordAnthropic
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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