Search results for Jaya Gupta
AI & Enterprise
In the AI era, experience can become a burden, not an asset
A provocative argument has drawn attention: in the AI era, experience may become a burden rather than an asset. Foundation Capital partner Jaya Gupta (자야 굽타) wrote on X that experience is no longer a moat and, in many cases, is starting to look like a tax. She contrasts senior and junior generations, arguing senior experience can hinder AI innovation. Gupta says decision-makers often have more to lose from failure, and AI narrows expertise gaps built on past examples.
AI & Enterprise
AI lock-in mechanism takes shape; watch the rise of \'state\'
Anthropic is extending its push into the enterprise market as its Claude Code AI coding tool tops $2.5 billion in annual recurring revenue and it launches Claude Cowork. Foundation Capital partner Jaya Gupta (자야 굽타) says a key source of AI lock-in is “state” - information that accumulates in AI systems over time, from configurations and memory to organisational and individual work patterns. She says companies differ on who owns that state.
AI & Enterprise
Google\'s B2C data compounding loop is unlocking in B2B software
Enterprise software differs from consumer services such as Netflix, TikTok and Amazon, which have long improved systems by capturing and analysing user behaviour. Foundation Capital partner Jaya Gupta says the core advantage built by those platforms is a data compounding loop, where better systems attract more users and data. Gupta says the rise of LLMs, remote work and agents is creating digital trails that let enterprise software capture and learn from decision-making processes.