a16z(@a16z ):From "System of Record" to "System of Intelligence" In the next decade, you want to own the system of intelligence that pulls from the system of record, becomes the user’s one-stop shop for gaining context and taking action, and turns the SoR into something that’s primarily consumed at the API layer. The reasoning layer that sits above the database is where a new generation of companies is being built, and it’s where the majority of the next decade’s enterprise value of GTM software will end up. Full piece from a16z's Gio Ahern, Steph Zhang, and Alex Immerman:

2026.05.14 14:34

From "System of Record" to "System of Intelligence" In the next decade, you want to own the system of intelligence that pulls from the system of record, becomes the user’s one-stop shop for gaining context and taking action, and turns the SoR into something that’s primarily consumed at the API layer. The reasoning layer that sits above the database is where a new generation of companies is being built, and it’s where the majority of the next decade’s enterprise value of GTM software will end up. Full piece from a16z's Gio Ahern, Steph Zhang, and Alex Immerman: