Conviction
IT can’t fix what IT can’t see
Replace unreliable CMDBs with agentless discovery, graph construction, and AI reasoning.
Read the originalOur thesis is that the enterprise has no trustworthy map of itself. Agents are about to make that fatal. We are not the first to say so. Here is everyone we found who published a version of it during 2026, what they called it, and where to read it in full.
None of these firms is affiliated with Samyoga, has reviewed this page, or has endorsed us. They are cited because they published first, separately, and in public.
Replace unreliable CMDBs with agentless discovery, graph construction, and AI reasoning.
Read the originalA live ontology learning from systems and logs, paired with an integration hub.
Read the originalA context layer of canonical entities, identity resolution, and governance. Where it lives is stated as an open question.
Read the originalThe execution layer becomes strategic; systems of record become commodity persistence tiers.
Read the originalLogs named among the unstructured data that has to be continuously cleaned, structured, and governed.
Read the originalNon-human identities now outnumber human employees inside the enterprise by a wide margin.
Read the originalWe read every idea these firms published: 103 in total across Conviction, Y Combinator, and a16z. 12 of them describe this missing layer. 79 have nothing to do with what we build, and the remainder are near misses where we share a capability and not a market.
Worth adding: one of those three firms publishes a list aimed at founders rather than at its own partners, and that list contains none of this. The missing map is an investor-desk observation so far, not yet a founder-facing one. We read that as an opening rather than a crowd, but you may reasonably read it as a warning.