AI’s trillion-dollar opportunity: Context graphs - Foundation Capital
By building context graphs from decision traces, AI agent startups are capturing the "why" behind the "what"—and gaining a structural advantage in shaping what comes next.
AI’s trillion-dollar opportunity: Context graphs - Foundation Capital Perspectives AI’s trillion-dollar opportunity: Context graphs Posted Dec 22, 2025 Jaya Gupta Ashu Garg 0 MIN READ 0 MIN READ Show Outline AI Enterprise 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 ne
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