B2BaCEO by Ashu Garg
Ashu GargExploring the B2B founder's journey and all things enterprise software
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 123 | Founded | 3 years ago | Last Issue | 20 days ago |
| Active | |||||
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ashugarg.substack.comLatest Issues
Software, meet your new user: agents
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 task an AI agent can complete autonomously has expanded from 2 hours a year ago to 12 hours today. OpenCla...
The compounding asset enterprise software never had
Regular readers know that we've been building out our context graph thesis since late last year. This is our latest thinking, developed with my partner, Jaya Gupta, and it felt worth a special send.
Consumer platforms built one of t...
What it takes to win enterprise AI deals
Where are we, really, in the enterprise AI adoption cycle? What’s working, what’s holding big companies back, and what do founders need to understand to succeed in selling into the enterprise?
Over the past few weeks, we hosted two dinners...
Taking stock of the SaaSpocalypse
It seems that every few weeks, someone publishes a speculative take about AI that sends the internet and the markets into a spiral.
This week, it was Citrini Research’s “THE 2028 GLOBAL INTELLIGENCE CRISIS“: an imagined scenario in which A...
Context graphs, one month in
A month ago, Jaya 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 important - ideas in AI this year.
Founders and operators quickly built on it in their own writin...
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The writers behind this newsletter.
I'm a General Partner at Foundation Capital. I'm an early investor in Databricks, six unicorns (Cohesity, Eightfold, Amperity, Turing, Anyscale, and Alation), & Anvilogic, Arize, Coefficient, Conviva, Fortanix, Ikigai Labs, and Skyflow.
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