ashu garg
@ashugarg

Enterprise AI VC @FoundationCap | Early investor in @databricks @tubi & 6 other unicorns- @cohesity @eightfoldai @turingcom @amperity @alation @anyscalecompute

 Palo Alto, CA
foundationcapital.com/people…
Joined February 2008
862 Photos and videos
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Builders have the power to fix it

The AI safety debate has spiraled. In a few weeks, we've gone from real examples of models misbehaving to mainstream talk of humanity losing control. A recent Politico poll found that more than 60% of

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There will be no god model

Why the future of AI belongs to many startups, not a single lab. A lot of advice for AI startups is being repeated as if it were a set of rules: “own your intelligence,” “move to open weights,”

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The case for open weights and against a closed AI future

Last Friday, Jensen Huang used his first post on X to share an open letter: Open Weights and American AI Leadership. It launched with 25 logos and has since grown past 200, spanning every layer of the

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AI’s winner-take-all era is over

It’s been a big month in AI and Silicon Valley, with the headlines clustering around several themes: a backlash to tokenmaxxing, growing regulatory pressure, and major IPOs, including SpaceX and

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You’re earlier than you think

Advice for those graduating into the world AI is shaping. It’s commencement season, and it’s a strange world to be graduating into. I want to offer some perspective on what it means to graduate into

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Context graphs, made real: Celebrating Ikigai’s acquisition by Celonis

I’m proud to share that our portfolio company @IkigaiInc has been acquired by @Celonis! When I first met co-founders Devavrat Shah and Vinayak Ramesh in 2018, I saw a team that combined rare
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Software, meet your new user: agents

Reflecting on where we stand in AI, six months into the agentic age The difference between the models we had in mid-2025 and the models we have now is hard to overstate. According to METR, the longest

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Google's 20-year secret is now available to every enterprise

Why decision traces will reshape B2B the way behavioral data reshaped B2C Our latest thinking on context graphs, developed with my partner @JayaGup10. Consumer platforms built one of the most

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What it takes to win enterprise AI deals

I share what founders need to hear from the people who make the buying decisions. Where are we, really, in the enterprise AI adoption cycle? What’s working, what’s holding big companies back, and what

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Taking stock of the SaaSpocalypse

I unpack what this month’s software selloff is pricing in, and who stands to win as the seat model breaks. It seems that every few weeks, someone publishes a speculative take about AI that sends the

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Context graphs, one month in

What we've learned since the essay went viral A month ago, @JayaGup10 and I published our p.o.v. on context graphs. Since then, it’s become one of the most-discussed - and, in our opinion, most

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Where AI is headed in 2026

I grade my 2025 predictions and make 8 new ones. Last year, I published my first set of AI predictions. Now it’s time to see how they held up, and to make a fresh set for 2026. A special thank you to

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