AI’s trillion-dollar opportunity: Context graphs

The last generation of enterprise software created a trillion-dollar ecosystem by becoming systems of record. Salesforce for customers.

Workday for employees. SAP for operations.

Own the canonical data, own the workflow, own the lock-in. The debate right now is whether those systems survive the shift to agents.

Jamin Ball’s recent post “Long Live Systems of Record” hit a nerve. Pushing back on the “agents kill everything” narrative, he argues that agents don’t replace systems of record, they raise the bar for what a good one looks like.

We agree. Agents are cross-system and action-oriented.