“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 cross-process Automation problems are going to be solved, I think, by companies that are dedicated to solving that problem.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
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More from Ashu Garg
PredictionNot 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 GargFeb 4, 2026▶ 4:32⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital
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…”
Ashu GargFeb 4, 2026▶ 20:50⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital
PredictionNot 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…”
Ashu GargFeb 4, 2026▶ 31:39⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital
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.”
Ashu GargFeb 4, 2026▶ 4:53⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital
PredictionNot 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 GargFeb 4, 2026▶ 27:39⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital
PredictionNot 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.”
Ashu GargFeb 4, 2026▶ 31:28⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital
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