Clouded Judgement: Systems of Record in the Age of AI Agents
The article argues that while the form of systems of record is evolving with AI agents, the fundamental need for a canonical source of truth is increasing rather than diminishing. As workflows become more automated and agent-driven, enterprises must establish explicit data governance, semantic layers, and conflict resolution rules to ensure agents operate on accurate, consistent information across fragmented operational systems.
Metrics in this report
14.5x
median
SaaS companies with >22% projected NTM growth
3.7x
median
SaaS companies with <15% projected NTM growth
36months
median
Public SaaS companies in sample
20percent
median
Public SaaS companies in sample
15percent
median
Public SaaS companies in sample
76percent
median
Public SaaS companies in sample
12percent
median
Public SaaS companies in sample
108percent
median
Public SaaS companies in sample
-1percent
median
Public SaaS companies in sample
23percent
median
Public SaaS companies in sample
37percent
median
Public SaaS companies in sample
7.5x
median
SaaS companies with 15%-22% projected NTM growth
4.9x
median
Overall public SaaS market
22.7x
median
Top 5 highest-valued SaaS companies in sample