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The Agentic Workspace: A Strategic Imperative for the Next Era of SaaS

Traditional SaaS is under siege from AI agents. The winners won't just add AI features—they'll become agentic workspaces that orchestrate autonomous outcomes. Here's why every SaaS company must make this transition now, and how to build the defensible moat that will define the next decade.
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Context Graphs Are a Trillion-Dollar Opportunity. But Who Actually Captures It?

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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What Are Context Graphs, Really?

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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Context Graphs: My Thoughts on the Trillion Dollar Evolution of Agentic Infrastructure

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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