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…”
Insight
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…”
Opinion
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…”
Prediction Not checkable as stated
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…”
Opinion
Garg: Incumbents are not well-suited to build context graphs
“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.”
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…”
Prediction Not checkable as stated
Garg: Hundreds of context graphs will be in production within a year
“Look, we believe that a year from now, You will actually have hundreds of context graphs in production at scale.”
Insight
Garg: Agent systems uniquely capture decision traces from the orchestration path
“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 …”
Opinion
Garg argues email and Slack are the primary enterprise systems of record
“Actually, the number one system of record for most organizational data is email.
And Slack.
So, but email and Slack just captures data.”
