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The Neon Show
Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journey from our startups but lacked the experience of building 1-10 journeys.
Hence was born the Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.
We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.
The Neon Show
AI Needs to Know Why You Took THAT decision | Ashu Garg, Investor at Foundation Capital
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What if AI can learn the “why” behind decision making of humans?
Ashu Garg and Jaya Gupta recently wrote one of the most discussed articles on AI this year. Their idea drew public responses from Dharmesh Shah, Aaron Levie, and Arvind Jain.
Enterprise software has always captured what happened. It records the order, the ticket, and the approval. But it has never captured why it happened. It does not store the reasoning, the exception, or the past decisions that shaped the outcome. Ashu argues that this missing layer is the biggest opportunity in enterprise AI right now, and that the startups that capture it will be the biggest winners in AI.
In this episode, we go deeper into what context graphs really are, how they get built, why startups have an edge over incumbents, and how close we are to seeing this work in practice.
00:00 – Trailer
00:32 – What are context graphs?
02:48 – Why agents haven't lived up to the hype?
05:18 – The "why" of Decision Making
08:17 – How agents will store data for context graphs
10:38 – What will be possible for Digital twins?
14:02 – Can context graphs reveal a company's moat?
15:50 – Guardrails on Access for agents
19:50 – Managing agents vs being managed by agents
23:01 – Will winners be vertical or horizontal players?
25:56 – The future is agent swarms
28:43 – Finding PMF is what makes a great CEO
31:40 – What will set apart successful enterprises of 2030
33:44 – Where Foundation Capital is investing
35:16 – Why AI won't be winner-takes-all
37:38 – Where will the context graph reside?
40:45 – Will systems of record be replaced?
42:42 – Human in the loop → hands-off execution
44:46 – A reality check on where we are today
46:43 – Where startups will win in orchestration
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India’s talent has built the world’s tech—now it’s time to lead it.
This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.
What is Neon Fund?
We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.
Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.
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Website: https://neon.fund/
Instagram: https://www.instagram.com/theneonshoww/
LinkedIn: https://www.linkedin.com/company/beneon/
Twitter: https://x.com/TheNeonShoww
Connect with Siddhartha on:
LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/
Twitter: https://x.com/siddharthaa7
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This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.