Why The Next $100B AI Opportunity Is Context Engine| Prukalpa Sankar, Atlan

Context has become one of the busiest categories in AI. Every CIO now wants context Engine. Every legacy data catalog and knowledge graph platform has started calling itslef a "context platform”.  At the same time reports say that 60% of CEOs say they’ve got $0 benefit from AI.To understand the nuances, on this episode we have Prukalpa, Founder of Atlan. Atlan started solving this problem back in 2020, long before it became the hottest category. And today it counts 20% of the Fortune 500 as customers with an 85% competitive win rate.Prukalpa explains how context for agents requires knowledge, expertise, and norms, why Gartner’s “context is king” made the category hot but also created confusion in the market, and why companies now treat context as strategic IP.00:00 Context Is King03:20 From Data To Agents05:00 Scaling To 200 Customers06:37 Product Market Fit Truths11:19 Landing The First Customers18:44 Data Teams Couldn’t Trust Their Data21:07 Building the Enterprise Brain26:19 Problem With Horizontal Products30:21 Why CIOs Buy Context Now34:59 Positioning in a New Category36:33 Context as a Business Asset37:20 The Shared Enterprise Brain40:50 Shaping the Category41:22 What is AI Native?43:21 Self Improving Company46:50 Team Patterns of Frontier Companies48:42 Judgment and Taste Matter More Now50:04 Atlan AI Experiments50:59 Building Investor Network55:14 Waterbridge to Peak XV to Insight59:37 Don’t Rush to Find PMF01:01:57 Everyone Must Build01:06:17 Real Bottleneck to Scale Isn't Sales-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail