Archive - B2BaCEO by Ashu Garg

Meta’s bet on Scale & the new AI data paradigm

I explore how the data needed to advance AI has changed, and what it will take to push AI to the next frontier.

Jun 28

May 2025

AI's next frontier is the agentic web

What the latest moves by Google, Microsoft, and OpenAI tell us about AI’s future.

May 30

April 2025

Three months after DeepSeek, what’s changed for AI founders?

Scale still matters - but product, ecosystems, and value capture now matter just as much.

Apr 26

March 2025

NVIDIA’s "AI Factory" Bet

I break down NVIDIA’s push to own the full AI stack - from silicon to software - and explore what it means for startups building in the era of agentic…

Mar 29

Thirty years of betting on day zero

I reflect on Foundation's three decades of conviction-based investing, and why our Fund 11 marks our deepest commitment yet to early-stage founders.

Mar 7

February 2025

DeepSeek shows that AI’s future turns on ingenuity, not just scale

The shift from brute-force AI spending to smart, systems-level design is here.

Feb 1

December 2024

Ten predictions for tech and AI in 2025

I reflect on tech's 2024 milestones and chart what lies ahead in 2025.

Dec 27, 2024

November 2024

Has AI scaling hit a limit?

On the eve of ChatGPT’s second birthday, I examine the fault lines in one of the field's most powerful assumptions.

Nov 27, 2024

Frank Slootman, former Snowflake CEO, shakes up the 'Founder Mode' debate

The iconic enterprise leader moves beyond the 'Founder vs. Manager Mode' debate, offering these seven rules for next-level leadership.

Nov 9, 2024

October 2024

Why OpenAI's $157B valuation misreads AI's future

I break down the logic behind the company's towering price tag and why I think the most valuable AI companies have yet to be built.

Oct 25, 2024

Aaron Levie, co-founder and CEO of Box, shares his AI strategy

I chat with Aaron about what it took to build a $1B+ revenue company, the bets he's making on AI, and where AI-focused founders can win.

Oct 11, 2024

September 2024

To scale to $100M ARR, "Owner Mode" beats "Founder Mode"

I weigh in on the recent debate and outline a third path - “owner mode” - that allows startups to scale without losing what makes them special.

Sep 27, 2024

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