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Jaya Gupta on X: "AI’s trillion-dollar opportunity: Context graphs" / X

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To view keyboard shortcuts, press question mark View keyboard shortcuts 18 Article See new posts Conversation Jaya Gupta @JayaGup10 AI’s trillion-dollar opportunity: Context graphs 349 1.2K 6.3K 4.4M 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. @ari 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. The UX of work is separating from the underlying data plane. Agents become the interface, but something still has to be canonical underneath. Where we go further is this: Ball’s framing assumes the

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…

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