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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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