Ashu Garg
6 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Feb 4, 2026 by Ashu Garg · across every show →
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Everything said about Ashu Garg, oldest first
Feb 4, 2026 bullish
Garg: Context graph stack will eclipse modern data stack value by 10x
“Two, I think the enabling infrastructure stack for context graphs would be well-defined. And there will be variations and flavors, but, you know, I totally anticipate that this time next year we'll be writing, okay, here's, here's the way, here's the best prac…”
Feb 4, 2026 neutral
Feb 4, 2026 bearish
Garg: Deep automation will be solved by dedicated companies, not Glean
“Glean's an amazing company, and I have a lot of respect for Arvin, but it's so horizontal. Like it's a very powerful chatbot, and it allows people to build some agentic applications or systems of agents on top of them, but really the deep cross-functional cros…”
Feb 4, 2026 bearish
Ashu Garg: Enterprises will not build universal context graphs
“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…”
Feb 4, 2026 neutral
Garg: Context graphs for unstructured data will consist of small models
“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…”