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 King
03:20 From Data To Agents
05:00 Scaling To 200 Customers
06:37 Product Market Fit Truths
11:19 Landing The First Customers
18:44 Data Teams Couldn’t Trust Their Data
21:07 Building the Enterprise Brain
26:19 Problem With Horizontal Products
30:21 Why CIOs Buy Context Now
34:59 Positioning in a New Category
36:33 Context as a Business Asset
37:20 The Shared Enterprise Brain
40:50 Shaping the Category
41:22 What is AI Native?
43:21 Self Improving Company
46:50 Team Patterns of Frontier Companies
48:42 Judgment and Taste Matter More Now
50:04 Atlan AI Experiments
50:59 Building Investor Network
55:14 Waterbridge to Peak XV to Insight
59:37 Don’t Rush to Find PMF
01:01:57 Everyone Must Build
01:06:17 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/TheNeonShoww

Connect 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