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Jamin Ball
Partner at Altimeter Capital and author of the Clouded Judgement Substack, known for analysis of enterprise software trends including the 'Long Live Systems of Record' essay.
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Jan 15, 2026
• 49min
Why context graphs are the missing layer for AI
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Animesh Koratana, CEO of PlayerZero, shares insights on building AI engineers that navigate complex enterprise systems. Jamin Ball, partner at Altimeter Capital, discusses his thesis that systems of record are essential for grounding AI. Together, they explore the significance of decision traces—capturing the nuanced reasoning behind actions—and how these form valuable context graphs. The conversation includes the future of workflows in AI, the importance of trust in agent deployment, and the intriguing debate on whether context graphs will be universal or niche assets.
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