Foundation Capital's "AI's Trillion-Dollar Opportunity: Context Graphs" makes the definitive case: the next wave of platform value will not be built on storing data - it will be built on capturing context graphs: living records of decision traces, precedents, and cross-system knowledge stitched across entities and time so that why something happened becomes as queryable as what happened. For AI agents, this is the critical missing layer. LLMs predict without knowing, hallucinate, and forget...