The Job Is Bigger Than the Record
The bullish case for incumbents is that AI makes systems of record more important, not less. Pipe the data into a general agent and skip the AI-native app. Claude becomes the front door. Salesforce still owns the CRM. Incumbents are also moving from storage into action: reviewing contracts, routing tickets, building campaigns.
The argument is partly correct. It is also incomplete. A contract is not the legal matter. A ticket is not the resolution. The job crosses applications, teams, and companies. A general agent can reach across tools, but access is not competence. Latency, inconsistent entities, and information held by other parties still block the full job.
