Systems of Record

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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.

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.