Clouded Judgement 12.12.25 - Long Live Systems of Record
A big question in software is what happens to the systems of record in a world of AI Agents. Do they go away? Do they just become databases? Or do they become more powerful?
I’d argue that they’re just as powerful as ever, if not more powerful, in a world of 100X more interactions with software.... See more
Aaron Leviex.comSystems of record arguably become more important with AI Agents. When we have 100X more agents than humans, we’ll care a lot about the workflows and data those agents are tied to. The deterministic parts of software are the guardrails that keep agents safe and on track.
Aaron Leviex.comThe winning strategies over the next decade will not be those that maximize short-term AI deployment. They will be those that build and maintain access to high-quality information flows—genuine human expertise, carefully curated training corpora, institutional knowledge that has not been corrupted by synthetic recursion.