AI agent companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 20, 2026 by Animesh Koratana · across every show →
Everything said about AI agent companies, oldest first
May 20, 2026 positive
Koratana: Context graphs form a compounding moat for AI agent startups
“If you model context graphs really well, agents can actually experience something similar and that actually ends up becoming a moat, right? And I think that's also really important for how AI agent companies, right, end up differentiating over time.”