@john_ssuh
We think the primitive is not a unified filesystem. It’s a time-indexed state layer for the company.
Agents don’t just need access to Datadog, PostHog, Slack, Drive, code, etc. They need to know what was true at the time a decision was made.
Current state is cheap. Temporal context is scarce.
The hard part is preserving deltas, provenance, causality, and rollback paths across systems without forcing the company to rebuild every tool underneath it.
That feels like the real foundation for AI-native companies.
Increasingly, I believe companies may need to be rebuilt from the ground up, where you have a single timeline of all observability + product metrics + file changes laid out in a retrievable system, like Datadog + Posthog + Google Drive + Slack (really unified filesystem of Claude Code chats + Codex chats). This might be the new data foundation for any and all companies to maximize AI. Needs to be rebuilt because keeping track of diffs on existing system basically impossible to produce longitudinal information on decisions and rollbacks, something coding agent storage companies are actively trying to figure out, but this should extend to businesses as a whole.
Highly skeptical existing businesses will adopt this though because it means overhauling everything about their instrumentation and business data, but I think businesses built on this foundation probably can execute 100x better and faster
hello AI Teams,
you’re losing more money than you think on your agentic / AI workflows. we fixed it with context.
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context, tokens, and observability, handled before inference.
proprietary middleware.
not a wrapper.
pure context infrastructure.
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lets find some time here: https://t.co/KX4CKOr5Hm
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figured this out, while building AI search system for one client, it worked damn good in demo, but in production it failed and lot of manual efforts for every fix, even after using multiple observation tools & evals, combined vectors & graphs too, even though no use, then started research, got an answer started https://t.co/hVMMGsvCIa.
our Investment deck had one line 👇. When you solve the context, you'll get 50% cheaper inference bills. If not, you're not actually solving the context, you're just saying.
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