B2BaCEO (with Ashu Garg)

Foundation Capital, Ashu Garg
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B2BaCEO is the show about how to scale your enterprise startup and how to grow from founder to CEO. Hosted by Ashu Garg, general partner at Foundation Capital. Subscribe to the newsletter here: https://ashugarg.substack.com/

  1. Why context graphs are the missing layer for AI

    JAN 15

    Why context graphs are the missing layer for AI

    My guests today are Animesh Koratana and Jamin Ball.  Animesh is the founder and CEO of our portfolio company PlayerZero, which is building AI production engineers that operate complex enterprise software autonomously - resolving production incidents, catching defects before release, and building durable models of how systems actually behave. Jamin is a partner at Altimeter Capital and the writer behind Clouded Judgement, a Substack where he analyzes emerging trends in enterprise software.  Jamin recently sparked a debate with an essay titled “Long Live Systems of Record.”  His core argument is that while agents are changing how software is used and where value accrues, they still depend on ground truth. Systems of record won't disappear so much as get pushed down the stack as new agent-native interfaces emerge on top. My partner Jaya and I felt compelled to respond, with Animesh contributing insights based on what he's seeing on the ground as he builds PlayerZero.  From our perspective, the missing layer is what happens inside the workflow itself: the judgment, exceptions, and reasoning that agents and humans apply as work gets done. We call these decision traces, and we believe the context graph they form over time will become the most valuable asset for companies building and deploying AI systems. It's a genuine debate - and one that's only going to matter more as agents move from demos to production. Looking forward to keeping the conversation going! Chapters00:00 Why Jamin’s essay sparked debate 00:35 Jamin’s argument: agents need ground truth 02:00 Animesh on why context graphs matter 07:58 What today's systems of record are missing 08:28 How PlayerZero thinks about context graphs 10:00 How context graphs could change org structures 11:10 How do you capture decisions without making people log everything? 14:35 Which systems of record are most at risk 17:04 Two workflows ripe for disruption: GTM and software development 22:31 Animesh on where context graphs can add most value 28:50 Why context graphs create moats for startups 30:00 Will context graphs be industry-specific or universal? 34:00 Bear case: do context graphs fail like semantic layers? 43:27 2026 predictions: big AI IPOs, world models, enterprise agent adoption 45:00 Hot takes: point solutions die; AI job-loss discourse hits a fever pitch 47:30 Jevons paradox: why agents create more work, not less

    49 min
  2. How to Build Artificial Superintelligence | Jonathan Siddharth, Founder & CEO of Turing

    09/15/2025

    How to Build Artificial Superintelligence | Jonathan Siddharth, Founder & CEO of Turing

    My guest today is Jonathan Siddharth, co-founder and CEO of Turing. Jonathan incubated Turing in Foundation Capital’s Palo Alto office in 2018. Since then, it has grown into a multi-billion dollar company that powers nearly every frontier AI lab: OpenAI, Anthropic, Google, Meta, Microsoft, and others. If you’ve seen a breakthrough in how AI reasons or codes, odds are Turing had a hand in it. Jonathan has a provocative thesis: within three years, every white-collar job, including the CEO’s, will be automated. In this episode, we talk about what it will take to reach artificial superintelligence, why this goal matters, and how the agentic era will fundamentally reshape work. We also dig into his founder journey: what he learned from his first startup Rover, how he built Turing from day one, and how his leadership style has evolved to emphasize speed, intensity, and staying in the details. Jonathan has been at the edge of AI for years, and he has the rare ability to translate what’s happening at the frontier into lessons for builders today. Hope you enjoy the conversation!  Chapters:  00:00 Cold open00:02:06 Jonathan’s backstory: his experience at Stanford00:06:37 Lessons from Rover00:08:39 Early Turing: incubation at Foundation Capital and finding PMF00:13:52 Why Turing took off00:15:12 Evolving from developer cloud to AGI partner for frontier labs00:16:49 How coding improved reasoning - and why Turing became essential00:20:38 Founder lessons: building org speed and intensity00:23:33 Why work-life balance is a false dichotomy00:24:17 Daily standups, flat orgs, and Formula One culture00:25:15 Confrontational energy and Frank Slootman’s influence00:29:50 Positioning Turing as “Switzerland” in the AI arms race00:34:32 The four pillars of superintelligence: multimodality, reasoning, tool use, coding00:37:39 From copilots to agents: the 100x improvement00:40:00 Why enterprise hasn’t had its “ChatGPT moment” yet00:43:09 Jonathan’s thoughts on RL gyms, algorithmic techniques, and evals00:46:32 The blurring line between model providers and AI apps00:47:35 Why defensibility depends on proprietary data and evals00:55:20 RL gyms: how enterprises train agents in simulated environments00:57:39 Underhyped: $30T of white-collar work will be automated

    1h 2m
  3. How to Turn Research Into Real Companies | Ion Stoica, Co-founder and Executive Chairman, Databricks

    06/23/2025

    How to Turn Research Into Real Companies | Ion Stoica, Co-founder and Executive Chairman, Databricks

    My guest today is Ion Stoica, professor of computer science at UC Berkeley and the co-founder of Conviva, Databricks, and Anyscale. Over the last two decades, Ion’s research labs - the AMP Lab, the RISE Lab, and now the Sky Computing Lab - have seeded a generation of category-defining companies.  Ion has the unique ability to turn non-consensus ideas into durable businesses. He applied machine learning to video optimization with Conviva before AI became mainstream. He scaled Apache Spark into a $60B platform with Databricks. And now, with Anyscale, he’s betting on Ray as the foundation for distributed AI workloads.  In this episode, we dig into both sides of Ion’s work: how to build world-class research labs, and how to turn research into real companies. His clarity of thought makes the future feel legible, and his track record suggests he’s very often right.  Hope you enjoy the conversation!  Chapters:  00:00 The Spark thesis: win the ecosystem first, monetize later 01:00 Intro: From lab to company - Ion’s repeatable playbook 03:00 Did you always plan to become a founder, or did it just happen? 05:23 Let’s start with Spark - how did the project come about? 13:04 What were the most important early decisions at Databricks? 23:49 You were the first CEO - what did you have to learn (or unlearn)? 30:01 How was building Anyscale different from building Databricks? 33:53 What’s obvious to you about the future of AI that others miss? 37:31 Why AI works so well for code 41:00 The thesis behind OPAQUE Systems 44:06 Future infra will be heterogeneous, distributed, and vertically integrated 49:03 China’s edge: faster diffusion from lab to market 53:19 Platform companies still work, but only with the right investors 55:57 What role did the Databricks Unit (DBU) play in value capture? 58:02 AI progress is plateauing, but adoption is just beginning

    1h 3m
  4. How to Lead with Empathy and Resilience (Ramesh Srinivasan, Senior Partner, McKinsey)

    06/06/2025

    How to Lead with Empathy and Resilience (Ramesh Srinivasan, Senior Partner, McKinsey)

    My guest today is Ramesh Srinivasan, a senior partner at McKinsey and trusted advisor to some of the world’s top CEOs. Over his career, Ramesh has worked with leaders at companies like Cognizant, Moderna, Nissan, and Delta, helping them navigate tough challenges and scale high-performing teams. Ramesh just published a new book, The Journey of Leadership, which distills lessons from thousands of hours spent alongside top executives. In our conversation, he shares practical insights for founders on how to discover their natural leadership style, why empathy is a non-negotiable leadership skill, and what it really takes to inspire people at scale. Hope you find this conversation valuable! Chapters:  00:00:00 Cold open00:01:14 Ramesh’s backstory00:04:34 Things that shaped Ramesh’s leadership philosophy00:05:19 The big idea behind his book: The Journey of Leadership00:09:12 Building empathy: For your team, your customers, your market00:11:00 Lessons from Frank D’Souza at Cognizant00:14:20 Lessons from Stéphane Bancel at Moderna00:17:15 Trust, vulnerability, and the power of asking for help00:19:40 Finding purpose: Starting from life’s crucible moments00:22:00 Renewal: How great leaders evolve over time00:24:00 Common mistakes founders make on the leadership journey00:26:10 Resilience: The ultimate test of a founder’s staying power00:30:20 The impact of AI on leadership and organizational change00:34:00 Where AI is reshaping healthcare today00:36:00 Advice for AI + healthcare founders

    37 min
  5. How to Solve AI-Powered Search (Arvind Jain, founder and CEO of Glean)

    01/24/2025

    How to Solve AI-Powered Search (Arvind Jain, founder and CEO of Glean)

    My guest today is Arvind Jain, the founder and CEO of Glean. Before Glean, Arvind spent over a decade building Google's search infrastructure. He then co-founded Rubrik, which recently passed $1B ARR. With Glean, Arvind is tackling the longstanding challenge of enterprise search. Yet his vision goes beyond this. He believes every employee should have their own team of AI agents to help them work smarter and achieve more.  In our conversation, Arvind shares his journey as a technical founder and offers his unique perspective on what it takes to build a successful startup today. We also discuss where AI is heading, and where he sees the biggest opportunities for founders.  Hope you find this conversation valuable!  Chapters: 00:00 Cold open04:42 How Arvind began his journey in search06:59 Arvind on Glean's mission08:50 The evolution of enterprise search12:56 How AI unlocks a new dimension for search16:56 Lessons for AI startup founders21:23 Navigating the AI startup landscape25:44 The "build vs. buy" decision with AI models31:09 Defining the role of AI in business34:57 The future of work with AI agents39:30 The shift from SaaS to Service-as-Software41:21 Concluding thoughts

    43 min
  6. How to Rewrite the Rules of 'Founder Mode' (Frank Slootman, Chairman, Board of Directors, Snowflake)

    11/01/2024

    How to Rewrite the Rules of 'Founder Mode' (Frank Slootman, Chairman, Board of Directors, Snowflake)

    Frank Slootman turns the 'founder mode vs. manager mode’ debate on its head.  Frank’s track record in B2B land is iconic: He took Data Domain from pre-revenues to a $2.5B acquisition by EMC. He led the IPO at ServiceNow, and when he left the company, it was worth $34B. Frank then took Snowflake public, and the company was worth over $70B when he retired earlier this year.  After three successful CEO stints, Frank isn’t buying Silicon Valley’s fairytales about founders. His leadership style combines a manager’s prowess with a founder’s passion. Frank epitomizes what some might call “owner mode!”   (00:07) Frank's thoughts on 'founder mode' vs. 'manager mode'  (00:47) The role of non-founder managers and CEOs  (09:59) How to manage effectively without micro-managing  (17:11) The importance of intellectual honesty (18:32) Frank's thoughts on being 'in the arena'  (21:04) What it really takes to build a viable business  (28:34) Contrasting ServiceNow and Snowflake  (33:40) The impact of AI on business  (39:01) The future of app ecosystems  (44:50) Becoming a student of leadership  (46:31) Managing investor relationships  (48:04) Why Frank doesn't think about his legacy  (50:17) Closing Thoughts

    51 min
  7. How to Adapt and Win in Enterprise Software (Aaron Levie, Co-Founder & CEO of Box)

    10/11/2024

    How to Adapt and Win in Enterprise Software (Aaron Levie, Co-Founder & CEO of Box)

    Aaron Levie, co-founder and CEO of Box, has guided the cloud content management platform from a dorm room project into a publicly traded company with over $1B in annual revenue. In his second appearance on B2BaCEO, Aaron reflects on his founder journey, sharing how Box capitalized on cloud computing and their recent push to integrate generative AI. But our conversation goes far beyond Box. Aaron’s role has given him a unique vantage point on what the latest advances in AI mean for founders. We explore the AI applications that excite him most, where he sees opportunities for startups over incumbents, and the potential areas in AI that founders might be overlooking. (0:00) Intro (2:26) The Box journey (4:23) Transitioning to enterprise (8:26) Building a GTM flywheel (11:45) Lessons from the enterprise journey (15:16) Where AI is heading (18:14) Facing the innovator's dilemma (20:54) AI agents (26:15) Why AI is positive sum for the economy (30:24) The AI doomer debate (34:22) The evolving model ecosystem (40:30) Parting advice for founders

    43 min
  8. How to Build a Company Around Cutting-Edge AI (Srinath Sridhar, Founder of Regie.ai)

    07/16/2024

    How to Build a Company Around Cutting-Edge AI (Srinath Sridhar, Founder of Regie.ai)

    In this episode, I talk with Srinath Sridhar, CEO & Cofounder of Regie.ai, who has always been ahead of the AI curve. Sri and his co-founder Matt Millen started Regie.ai in 2019 with the idea that GPT-3 would transform how all of us write emails. Today, Regie uses AI to automate sales prospecting for the enterprise. The company's Auto-Pilot automates most of the repetitive tasks involved in demand generation, including writing sequences, scheduling calls and responding to emails. Sri knew in early 2019 that LLMs would be a game-changer. What he didn’t know was exactly what product to build. In this episode, we’ll dig into the details of how he did it.

    33 min
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About

B2BaCEO is the show about how to scale your enterprise startup and how to grow from founder to CEO. Hosted by Ashu Garg, general partner at Foundation Capital. Subscribe to the newsletter here: https://ashugarg.substack.com/

Information

  • Creator
    Foundation Capital, Ashu Garg
  • Years Active
    2018 - 2026
  • Episodes
    61
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    B2BaCEO (with Ashu Garg)

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