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YouTube15 Jan 2026
48m

Why context graphs are the missing layer for AI

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Foundation Capital

The podcast explores the evolving role of systems of record in the age of AI agents, questioning whether traditional systems will become obsolete or adapt. Jamin Ball draws parallels to the travel industry's shift from GDS systems to online travel agencies, suggesting a similar disruption. Animesh Koratana introduces the concept of a "context graph" to capture decision-making processes across organizations, emphasizing the need for agents to have authority and access to comprehensive data. The discussion covers the potential for AI to reinvent business processes, particularly in go-to-market and development, and the importance of building trust and observability in AI agents. The speakers debate whether context graphs will be centralized or verticalized and consider the future role of data infrastructure companies like Snowflake and Databricks.

Outlines

Part 1: The Concept of AI Systems of Record

Part 2: Decision Traces and Organizational Workflows

Part 3: Industry Applications and Agentic Sales

Part 4: Trust, ROI, and Context Graphs

Part 5: Technical Implementation and Data Models

Part 6: The Infrastructure Battle

Part 7: Future Outlook and Predictions

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