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Decision Traces
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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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