Foundation Capital

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Feb 4, 2026 by Ashu Garg · said 3 times in 2 episodes since 2025 · across every show →

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brought up most by Jaya Gupta (1), Andrew Feldman (1)

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Everything said about Foundation Capital, oldest first

Feb 4, 2026 bearish
Prediction Not checkable as stated
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…”
Ashu Garg Feb 4, 2026 ▶ 27:39 ⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital
Feb 4, 2026 bullish
Prediction Not checkable as stated
Garg: Context graphs will be AI's most critical layer over next decade
“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…”
Ashu Garg Feb 4, 2026 ▶ 4:32 ⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital
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