Context Graph

“The key insight behind context graphs was that the last decade of SaaS basically has been built around this idea of a system of record, right? I think Salesforce is a good example, right? Probably the most, you know, central system of record, probably the most…”

“If you model context graphs really well, agents can actually experience something similar and that actually ends up becoming a moat, right? And I think that's also really important for how AI agent companies, right, end up differentiating over time.”

“And if generally we're in the kind of space right now of trying to shift decision-making from, you know, kind of human brains into agentics brains, right? It used to be from wetware to software. I don't even know what to call kind of the LLMs now, right? Into …”

“So, so, so maybe, okay, maybe one sort of, I'll put this in my own words is agentic memory is sort of the stuff that you've done with the agent. And then the context graph is the stuff that you've done with everyone else. Because I think actually there's a lot…”

“Think of a context graph as the institutional memory for an organization. At its simplest level, it is an aggregation of the knowledge of why decisions were made, how they were made, who made them. And the why often has to be inferred from the how and the who.…”

“Our belief is that the most successful AI startups of the future will be those that are able to build a moat by building a unique context graph.”

“To get to that, and that might not make sense for everything, but there are many situations where that makes sense. To get to that nirvana, we need context graphs.”

“We believe that the best, the companies that win in the era of context graphs will find a way to deliver enough value that they earn the right to build a context graph.”

“Because context is a function of pairwise relationships. When I ask you a question how things are going, your wife asks you the question how things are going, and your CFO asks you the question how things are going, you have very different answers to the same …”

“Existing systems of record are not the natural owners of the context graph, and so they will capture a declining share of the value that's created by technology.”

“So I think there will be the trillion dollar plus opportunity will get captured by a hundred plus winners in context graphs.”

“So we are either investing in two things. We're either investing in systems of agents, or we're investing in enabling infrastructure. The common theme across these is the context graph.”

“I believe that four years from now, The winners and losers on the SNP or the Nifty in India, the winners and losers will be separated by their ability to embrace context graphs.”

“First and foremost, every organization will have multiple Context Graphs. There is no one world model or one world context graph in any organization.”

“And every global 2000 company will build many context graphs in house.”

“Context graphs are not bound by system constraints. You're not going to build a context graph on top of your Salesforce data. You're going to build a context graph on top of your sales process. And every business process touches dozens of systems in a large co…”

“The context graphs of three years of, you know, from now would be 10 to a hundred X better than today's context graphs, because the enabling technology will make them better. And the decision traces you capture will make them better.”

“See, key to the context graph idea is the notion that decision traces, you know, compound. As you capture decision traces, you earn the right to capture more decision traces. And that compounding of decision, of capturing decision traces is what makes for a ri…”

“There is an intermediate abstraction Which we call context graphs, which is the accumulation of decision traces. And this incumulated abstraction, in our opinion, will be the one that will matter the most over the next decade. It's the enduring layer for the m…”

“And we also believe, and we'll talk about it more, that it's unique and new, and it's not well suited for incumbents.”

“Existing systems of agents, products actually have a very unique advantage because they're not bound by a business process. They're not bound by an existing data store. They're in the orchestration path. And being in the orchestration path for automation of a …”

“And so where the unstructured data is such a large part of it and conversation data is such a large part, most likely the context graph will actually consist of small models. The context graph itself is a model layer. Like you use that data to train a set of m…”

“New categories, I think they emerge when there's a new unit of value worth, you know, storing. And I think the difference here is that decision traces are sort of captured as part of the execution path and not sort of defined up front in all these like worksho…”

“We think context graphs, because they have to emerge from the automation of a specific set of tasks or business processes. Like no one's going to do or can do the work to say, let me capture all the decision tracing organization and put them in one universal c…”

“Look, we believe that a year from now, You will actually have hundreds of context graphs in production at scale.”