Lightspeed Venture Partners · 28 October 2026 · Industry Analysis

File Systems For Agents

Lightspeed Venture Partners

Leading teams building AI agents are converging on filesystems as the ideal abstraction for agent memory, reasoning, and coordination—leveraging LLM training on code and bash while avoiding context-token bloat from tool proliferation. The article examines where this pattern holds, where databases outperform it at scale, and proposes a reference architecture.

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Topics: AI (Horizontal) · Developer Tools

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