April 3, 2026via Forbes Innovation
VCs Say Context Graphs Might Be The Next Big Thing In AI
Why it matters
VCs are betting on context graphs as the next major AI investment theme, targeting the massive gap between business outcomes data and the reasoning behind decisions in enterprise software.
Key signals
- 40 years of accumulated enterprise software data
- Context graphs emerging as new VC investment thesis
- Gap between captured business outcomes and reasoning processes
The hook
Everyone is focused on AI models. Nobody is talking about the 40-year data gap that VCs think will define the next wave.
Enterprise software has accumulated forty years of data about business outcomes. It has captured almost none of the reasoning that produced them. That gap is now the center of a growing investment thesis among venture capitalists, anchored by a framework called the context graph.
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