Systems of Record

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.

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.