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

x.com · 2,267 words · saved by 4 readers

https://t.co/uPXcTUEsnc

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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