Jaya Gupta

Partner, Foundation Capital · 1 appearance on the record.

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Jaya Gupta is a Partner at Foundation Capital focusing on enterprise software, infrastructure, and applied machine learning investments. She is known for co-authoring the context graphs thesis on enterprise AI data moats.

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2 insights · every statement was checked. none of them is a claim the record can settle: opinions, insights and disclosures never carry an assessment.

Everything Jaya Gupta said on Latent Space that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Gupta: Context graphs differ from metadata by capturing execution traces directly
“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…”
Jaya Gupta Feb 4, 2026 ▶ 25:51 ⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital
Insight
Gupta: AI agents fail in enterprise work without human decision reasoning
“When you think deeply about like what is missing, you kind of realize like, you know, that they still can't reliably do enterprise work, some of these agents. And so, you know, we started thinking about it and like it kind of struck us that You know, one of th…”
Jaya Gupta Feb 4, 2026 ▶ 3:15 ⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital

Appearances (1)

EpisodeDateSpeaking time
⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital Feb 4, 2026 7m
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