ashu garg

DM me or @akoratana

There is no substitute for the person who Knows What to Build.

Full pod here: foundationcapital.com/ideas/the-case…

If data alone is what agents need most, incumbents should be in the strongest position. Systems like @salesforce, @SAP & @Workday hold decades of enterprise data. In practice, however, agents may care less about the volume of data and more about the type of data. Specifically, the reasoning behind decisions, much of which still lives outside traditional systems of record. Always fun to pressure-test these ideas with @JayaGup10 & @levie

Yesterday Mark Cuban reposted my work, DM'd me, and told me to keep telling my story. So here it is. I'm a Master Electrician. IBEW Local 369. 15 years pulling wire in Kentucky. Zero coding background. I didn't go to Stanford. I went to trade school. Every week I'd show up to a home where someone just bought a Tesla or a Rivian. And every time, someone had already told them they needed a $3,000-$5,000 panel upgrade to install a charger. 70% of the time? They didn't need it. The math is in the NEC — Section 220.82. Load calculations. But nobody was doing them for homeowners. Electricians upsell. Dealers don't know. And the homeowner just pays. I got angry enough to build something about it. I found @claudeai. No coding experience. I just started talking to it like I'd explain a job to an apprentice. "Here's how load calcs work. Here's the NEC code. Now help me build a tool that does this." 6 months later — @ChargeRight is live. Real software. Stripe payments. PDF reports. NEC 220.82 calculations automated. $12.99 instead of a $500 truck roll. I'm still pulling wire. I still take service calls. I wake up at 5:05 AM for work. But something shifted. Yesterday @vivilinsv published my story as Claude Builder Spotlight #1. Mark Cuban saw it. The Claude community showed up. And for the first time, I felt like this thing I built in my kitchen might actually matter. I'm not a tech founder. I'm a dad who wants to coach little league and be home for dinner. I just happened to build something that helps people. If you're in the trades and thinking about using AI — do it. The barrier isn't technical skill. It's believing you're allowed to try. EVchargeright.com

Three hours into #GartnerDA and a mention of @JayaGup10’s viral Context Graphs article. Context is the word of the conference.

Skyflow (@SkyflowAPI) raised a sharp point about enterprise AI: most companies feed models the final outcome and call it context. “Loan approved.” “Claim denied.” “Account opened.” But the real intelligence lives in the messy path that led there, the exceptions, overrides, and approvals that shaped the decision. @JayaGup10 and @ashugarg call this the context graph: capturing not just what happened, but why it happened. In an agent-driven world, that difference matters. If AI only sees the outcome, it won’t reason through the process, it will hallucinate it.

In a recent conversation with @levie and @JayaGup10 , we discussed why legacy systems of record struggle to capture data agents actually need. Those systems have historically recorded outcomes. But the real context behind decisions lives across documents, conversations, and events that are never stitched together. That critical missing layer is what we call a context graph.

Are Skills the new MCP Server ?

Great post, even though i disagree on the seats topic. The market for software will indeed grow 10x in next 10 years. And therein lies hope for both new ai startups but also legacy SaaS.

Alyx can surface insights about your traces in the Arize UI. I wanted to do the same thing from my terminal. Pulled Alyx's own spans with the AX CLI, dropped the file into Cursor, and asked it what the most common user questions are. Same analysis. No browser. We just released a developer preview: arize.com/blog/ax-cli-de… pip install arize-ax-cli

The 2022 software selloff was about interest rates. This one is about terminal value: whether the business models that justify SaaS valuations remain valid at all. When agents do the work, nobody logs into the CRM anymore. The system of record goes from application to infrastructure. You don't need to rip out Salesforce to make it worth a fraction of what it is today. Who wins? We believe it will be AI-native startups, unburdened by legacy architecture, existing revenue to protect, and the incentives that lead incumbents to retrofit rather than reinvent. My full take in this month's B2BaCEO: foundationcapital.com/ideas/taking-s…

@ChristneKim @getserval Congrats

After 5 incredible years at Greylock, it’s time to build again! I'm thrilled to share that I'm joining @getserval as Head of Strategic Projects. Serval is building AI agents that automate enterprise IT workflows, replacing systems like ServiceNow with something fundamentally better. ITSM is one of the largest enterprise markets and the opportunity to reimagine it with AI is once in a lifetime. My initial focus is building out the forward deployed engineering and deployment motion from the ground up. FDEs are the critical bridge between the product and the customer and it’s one of the most important functions in enterprise AI right now. At Serval, FDEs don’t just configure in customer environments, they build critical core product — and we already work with some of the largest enterprise customers in the world including Abridge, Bilt, Notion, Vercel, Verkada plus more that I’d love to tell you in person. Which brings me to this — I'm hiring FDEs. This role is perfect for former or future founders as you’ll spend time selling, building, and deploying 0→1 world class enterprise products. If you're an engineer who loves working directly with customers, thrives in ambiguity, and wants to be early at a company with serious momentum, I'd love to hear from you (DM or reach me at christine@serval.com) I’m so grateful to the @GreylockVC team and to all my founders for an incredible chapter. The privilege of partnering with founders at their earliest stages and working with some of the sharpest minds in the industry has shaped how I think, operate, and lead. Thank you.

“The East reveres Buddha, the West reveres Christ. Both taught love as the secret of wisdom. The earthly life of Christ was contemporary with that of the Roman Emperor Tiberius, who spent his life in cruelty and disgusting debauchery and perversion. Tiberius had pomp and power; in his day millions trembled at his nod. But he is forgotten. Those who live nobly, even if in their day they live obscurely, need not fear that they will have lived in vain. Something radiates from their lives, some light that shows the way to their friends, their neighbours perhaps to long future ages. I find many people nowadays oppressed with a sense of impotence, with the feeling that in the vastness of modern societies there is nothing of importance that the individual can do. This is a mistake. The individual, if he is filled with love of mankind, with breadth of vision, with courage and with endurance, can do a great deal. Every one of us can enlarge our mind, release our imagination, and spread wide our affection and benevolence. And it is those who do this whom ultimately humankind reveres.” — Bertrand Russell

Pakistan’s decision to launch strikes against multiple militant targets in Afghanistan provides India the air cover to do the same in Pakistan and Pakistan Occupied Kashmir😉

Painful reminder that AR (annualized revenues) is not ARR (annualized recurring revenue)

To clarify my feelings about Sikhs and Khalistanis, so everyone is clear. I grew up with and have done business with Sikhs. I think they're a beautiful part of any culture they move to. Great warriors and gifted entrepreneurs. I regard the Khalistani separative movement to be a terrorist threat. All nations should work to arrest and imprison all of them and all of their supporters.

@JayaGup10 @ayeshaaroraa It's not the dress that makes the woman, it's the woman who makes the dress…. Your wardrobe doesn’t define you; your presence and energy defines the wardrobe!

@ayeshaaroraa It means casual in SF or maybe worse

Casual in India does not mean casual

@JayaGup10 Depends on who says casual:-)