The Great AI Debate

Are humans giving up our role to AI in creating great products? Here’s a peek into our internal debate — and three of our reference points.
AI
3 min read
Author:
David Goodtree
Date:
March 11, 2026
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Our executive team is having a heated debate about the proper use of AI.
The debate is passionate, respectful — and I believe — highly productive.

AI is deceptively good. Initial AI results are high-quality. The LLM explains its “thinking” robustly in natural language.  Humans are convinced.

The user may even say “My friend Claude got it right”.

Our CTO is worried that AI tools are becoming agents of human assimilation. Users unwittingly abdicate their responsibility to a convincing bot, because the results appear credible. He calls this phenomenon the “Borgification” of software engineering, referring to the famous Star Trek story line.  

Our VP PM is more sanguine, saying “Claude is my fast dumb friend” who needs oversight. She agrees with Anthropic’s President Daniela Amodei, who believes “Claude is really a tool to help promote your ability to think more deeply, to solve problems, and to be ambitious about the types of projects you are taking on.”

steve_jobs350

Our AI Architect shared how Steve Jobs described a rock tumbler as a metaphor for how great ideas come to life. This machine smashes together crude, unfinished inputs to create beautiful polished stones. Jobs explained that 90% of the work in creating great products is not in the big idea or the raw materials, but through the combination of friction + time + teams to turn the inputs into amazing products.

Job’s metaphor rings true to me:
Friction + time + teams create great products, not AI or other tools.

At Foodgraph, we collect raw data from dozens of sources, debate ideas vociferously, use AI as creation tools, and smash everything together iteratively to develop services that have premium market value.

We’ve built the first national catalog of CPG product data, after years of initial R&D. Our ongoing R&D work is accelerated by AI, but does not displace our hard-won domain knowledge and human judgement that curates data services and earns high-value, long-term contracts.

Our platform — developed through friction + time + teams — delivers product data and services never available before. Our data includes not just large brands, but also private label products and long-tail items. Our services solve for the mess that has vexed CPG & commerce, for decades.

Being AI Native helps us go faster and smarter, while our Context Graph compounds our learning.

The SaaS Apocalypse may be coming for some, but only when humans abdicate their role.

AI raises the bar of what humans can do — and are now expected to do.

To paraphrase Steve Jobs:
We — the humans — are the rock tumblers, not AI.

Watch: Daniela Amodei, Responsible AI and Steve Jobs’ Rock Tumbler Metaphor.

How Can We Help Your Work?

Send me a note with thoughts or questions. I’d love to hear how we can support your work.

Warm Regards,

David

David Goodtree

Founder and CEO, Foodgraph

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More to explore

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Compare CPG Data Vendors
Data
3 min read

Compare CPG Data Vendors

March 4, 2026
We wanted to know what LLMs “think” about us. What are we good at? Who are we compared with? Here’s Google Gemini’s response.
We asked LLMs what they think about us and the CPG data vendor landscape.

Here's Google Gemini's response.
Text is unedited, except for page formatting.
Our Prompt
Gemini
Is Foodgraph a good vendor for CPG product data used on PDPs (product description pages) and with RMNs (retail media networks)?

Please also compare to other vendors.
+
Pro
Gemini’s Response

Managing CPG product data is notoriously chaotic—UPCs mutate, attributes go missing, and data from different sources rarely aligns perfectly.

To answer your question directly: Yes, Foodgraph is a highly capable and innovative vendor for CPG product data, particularly if you are dealing with fragmented data sources, looking to enrich Product Description Pages (PDPs), or building out the infrastructure for a Retail Media Network (RMN).

Here is a breakdown of why Foodgraph is a strong choice, followed by a comparison with other major players in the CPG data space.

Why Foodgraph Works Well for PDPs and RMNs

Founded in 2019, Foodgraph takes a modern, AI-first approach to grocery data. Rather than just acting as a pipeline for whatever data the brands provides, they actively aggregate, clean, and enrich it.

  • For PDPs (Product Description Pages): Foodgraph excels at filling content gaps. They use proprietary “vertical AI” agents to pull from dozens of sources, automatically fixing missing or inconsistent attributes (like net weight, count, and ingredients). They also maintain a massive, frequently updated catalog (over 1.38 million U.S. products as of early 2026) that includes national brands, private label, seasonal SKUs, and long-tail items, ensuring your digital shelves look complete.
  • For RMNs (Retail Media Networks): An RMN is entirely dependent on high-quality, standardized data to match ads to the right products and track conversions. Foodgraph’s standout feature here is its ability to resolve “messy GTINs” in milliseconds. By translating unrecognized or mutated UPCs into standardized formats, they allow RMNs to accurately match products across retailers and monetize transactional data without losing revenue to data errors.
Foodgraph vs. Other CPG Data Vendors

The CPG data landscape is crowded, but vendors generally fall into specific categories. Here is how Foodgraph stacks up against the legacy giants and specialized platforms.

Focus Foodgraph 1WorldSync Salsify & Syndigo NielsenIQ & SPINS
Platform Catalog Legacy GDSN PIM & Syndicator Analytics & Attributes
Core Strength Aggregates, cleans, and enriches messy data via AI;
Broad catalog, incl. private label
Global compliance & GDSN data synchronization Workflow, content creation, and syndicating data from brands to retailers Deep market analytics, consumer insights, and health / wellness attributes
Data Approach Aggregator / Curator
Pulls from multiple sources to find the "best truth"
Pipeline
Moves exact data provided by brands
Manager / Router
Helps brands manage data and push it out
Analyzer
Focuses on categorizing data for market intelligence
Best Use Case Fixing broken GTINs, enriching sparse PDPs, powering RMNs, and covering long-tail SKUs Large-scale supply chain logistics and strict regulatory compliance Brands needing total control over their product messaging across retailers Category managers needing competitive benchmarking and trend analysis
Potential Drawback Newer startup (founded 2019); may lack the legacy enterprise workflow tools of larger PIMs Very rigid; data is only as good as what the brand manually inputs Relies heavily on the brand doing the work to create and maintain content Often geared more toward market research than fixing raw technical data plumbing
Foodgraph
PlatformCatalog
Core StrengthAggregates, cleans, and enriches messy data via AI; Broad catalog, incl. private label
Data ApproachAggregator / Curator
Pulls from multiple sources to find the "best truth"
Best Use CaseFixing broken GTINs, enriching sparse PDPs, powering RMNs, and covering long-tail SKUs
Potential DrawbackNewer startup (founded 2019); may lack the legacy enterprise workflow tools of larger PIMs
1WorldSync
PlatformLegacy GDSN
Core StrengthGlobal compliance & GDSN data synchronization
Data ApproachPipeline Moves exact data provided by brands
Best Use CaseLarge-scale supply chain logistics and strict regulatory compliance
Potential DrawbackVery rigid; data is only as good as what the brand manually inputs
Salsify & Syndigo
PlatformPIM & Syndicator
Core StrengthWorkflow, content creation, and syndicating data from brands to retailers
Data ApproachManager / Router
Helps brands manage data and push it out
Best Use CaseBrands needing total control over their product messaging across retailers
Potential DrawbackRelies heavily on the brand doing the work to create and maintain content
NielsenIQ & SPINS
PlatformAnalytics & Attributes
Core StrengthDeep market analytics, consumer insights, and health / wellness attributes
Data ApproachAnalyzer
Focuses on categorizing data for market intelligence
Best Use CaseCategory managers needing competitive benchmarking and trend analysis
Potential DrawbackOften geared more toward market research than fixing raw technical data plumbing
The Verdict
  • Choose Foodgraph if: You are a retailer, RMN, or app developer struggling with incomplete data, broken UPCs, and inconsistent catalogs. Their AI-driven “Context Graph” approach is uniquely tailored to automatically fix these exact issues, saving massive amounts of manual labor.
  • Look elsewhere if: You are a large CPG brand looking primarily for an internal Product Information Management (PIM) system to centralize your own marketing workflows (in which case, Salsify or Syndigo is better), or if you need to meet strict global GDSN supply chain mandates (where 1WorldSync is required).
Our Take

Prompting LLMs to rate your company is useful to understand your positioning for GEO (Generative Engine Optimization) and AEO (Answer Engine Optimization).

We agree with Gemini’s assessment of Foodgraph. We also liked how it succinctly applied its own knowledge base to position us relative to others.

One subtlety it missed: Many customers of CPG data services buy from multiple vendors. We think this is an important point to recognize. Depending on the use case, it may be the best approach for specific situations.

Similarly, some of the other vendors listed are Foodgraph customers or current prospects. Instead, our services complement their offerings and we go-to-market together.

Additionally, while 1WorldSync is still active with continuing contracts, the company was acquired by Syndigo in September 2025, a fact which all LLM responses missed.

Try This at Home

To understand how LLMs “think” about your business, just prompt your favorite LLM(s). The results may point to opportunities for improving your content marketing strategy.

Methodology: We used the prompt above and no additional information was provided. We ran the prompt through ChatGPT, Claude, Gemini, and Perplexity. We also ran the prompt multiple times in each LLM to see how the results varied, since LLMs generate non-deterministic outcomes. While each result had differences in wording and text organization, the meaning was quite similar across LLMs and each run.

We found that Gemini’s Pro model wrote the most complete answer, which is the result we chose for this post.
  

How Can We Help Your Work?

Send me a note. I’d love to hear how we can support your 2026 goals.

For recent news, see:

Warm Regards,

David

David Goodtree

Founder and CEO, Foodgraph

Context Graph for CPG
AI
3 min read

Context Graph for CPG

February 16, 2026
Context Graphs burst on the scene just a few weeks ago. Described as the “next generation of enterprise software," the tech and venture communities are all abuzz. It’s a big concept — with broad, early support — and some big questions.
For our take on Context Graphs for CPG product data, here are excerpts from a conversation among:
David: What does “context” mean for data platforms?

Ophir: Ever since we started tackling the problem of messy, fractured product data, we found that domain knowledge is the key to making good decisions.

Context in AI goes beyond recording state data and decision traces. It must include the basis of the decision. For specific verticals — like CPG — the reasoning is usually embedded in industry-specific domain knowledge.  

David: What does this mean in real life?

Ophir: A key aspect of our data platform is that industry knowledge is embedded in our logic. But the more expertise that we added, it became harder to manage, especially for performing QA.

This problem led us to add human-readable “context” right alongside the data results. This approach was powerful and efficient. It enabled agents, analysts, and developers to trace the chain of decisions for audit or validation.

Context is embedded vertically in our stack. Throughout our schema and processes, we can observe the entire "sausage-making" process, with natural language traces that lead clearly to the final outcomes.

Context goes beyond state data and decision traces.
It must include the basis of the decision,
which is often embedded in vertical-specific
domain knowledge.

Ophir Horn, Foodgraph CTO 

David: Can you give some examples of domain knowledge about CPG products?

Ada: Sure, for example: How are units of measure correctly expressed in food versus non-food products? We see unexpected mutations all the time, such as made-up or foreign acronyms, even from “sources of truth” such as brand syndication and major retailers.

John: Another example: FDA regulations can be used to validate Nutrition Facts data. The FDA has strict requirements, which are codified in the Federal Register and have the force of law, but are often not applied on product description pages.

David: We see all the time how FDA regulations about food labeling, as expressed in the FD&C Act, are often violated on retail websites.

How do retailers get away with it? Because unlike food brands, grocers are not subject to federal oversight of product description pages.

Ophir: These are good examples of how we use domain knowledge to make decisions about normalizing, fixing, and enriching attribute values. While we don’t know about travel and automobiles, we do know CPG.

David: How does recording context help?
John, Ophir, Ada, and David @ David’s house. Image generated using Google Nano Banana, based on real conversations, but in the absence of a photographer.

Ophir: Context is necessary to describe why decisions were made.  It must be easily observable, auditable, and stored as first-class data.

David: Aren’t some data sources always reliable, so context about decision-making isn’t needed?

Ophir: Among the 47 sources we currently ingest, all have significant gaps and inaccuracies.  

Ada: Some data sources have excellent quality, but only cover a subset of brands. Others, like syndicators, don’t have private label products. And long-tail SKUs are specific to each source, or not present at all.

John: Yes, and key attributes are often missing, such as images or net weight.

David: Sounds like a mess. How do we deal with it?

Ophir: We expect data chaos. Gaps and errors are the problems we solve for.

We expect data chaos. 
Gaps and errors are the problems we solve for.

Ophir Horn, Foodgraph CTO 

David: Aren't LLMs a reliable source of product data?

Ophir: Looking at generic AI results, they do a great job at synthesizing and generating data. But general LLMs don’t have vertical knowledge to classify with accuracy, correct errors, derive missing values, or adjudicate conflicts.  

Ada: The answers from LLMs are only as good as the information they gather. We often see inaccurate results from general AI search and tools. Garbage in, garbage out still applies in the age of AI.

David: Is the answer to throw an army of human experts at the problems?

John: Human experts do have the knowledge, but an army of them is expensive and hard to manage. However, their knowledge can be embedded in vertical AI to create quality data at scale.

David: When did we start using context?

Ophir: We architected context from the beginning. We just didn’t call it a “Context Graph” because that term didn’t exist. Handling context as first-class data enables our systems and people to do their jobs better. We embed our expertise to improve quality and frequency, then capture how that expertise was used to create those better outcomes.

Ada: A simple example is knowing that cocktail mixers like tonic are non-alcoholic, even if retailers or brands list them in an alcohol category.  

John: LLMs often get this classification wrong too. Humans like Ada never do 🙂.

David: These CPG nuances matter in lots of use cases, such as PDPs, digital analytics, nutrition and even price optimization.  

Ophir: As our contexts grow, our learning compounds. The more we add to the graph, the more we are able to do better. Compare this context approach with hard-coded rules for addressing endless edge cases. That becomes unwieldy and doesn’t scale.

David: When does the Context Graph come into play?

Ophir: In our view, a Context Graph is systems of agents that enable autonomous decision-making across workflows. This full AI autonomy — when AI makes decisions across workflows — has not yet arrived. We see the benefits and the paths to get there, and we are working towards them.

David: Where are we on the journey to a Context Graph?

Ophir: The first requirement is having an AI Native system, with schemas and processes that are designed for context, not just state and observability. We re-architected our systems to be fully AI Native in 2024.

Second, we treat context data as “first class.” This means the "Why" data is of equal importance to all other data types.

Third, our agents already utilize context data to decide, store, observe, and audit decisions in discrete workflows.

We believe that the full concept of the Context Graph will be realized when systems of agents — not just specific services — can exercise autonomy across workflows with provable superiority.

David: Why not sacrifice quality to be more efficient?

Ada: Our value proposition is strongly rooted in quality data.  

John: We aggressively lean into AI, but we won’t “ship it” if the results are not better or cause harm.  

Ophir: We see a clear path to the Context Graph. We believe it describes how data businesses will scale in the age of AI, with quality and efficiency, grounded in domain knowledge.

The Context Graph describes how data businesses 
will scale in the age of AI, with quality and efficiency, 
grounded in domain knowledge.

Ophir Horn, Foodgraph CTO 

David: Thank you, Ophir, John, & Ada. Glad to be on this journey with you!

For our first mention of the Context Graph, see our recent blog post The CPG Showdown: Love vs Strength.

For more on how context graphs are being discussed across the tech and venture communities, see
What are context graphs by Simple.AI and Context graphs one month in by Foundation Capital.

For the original Context Graph idea, see
AI's trillion-dollar opportunity: Context graphs, by Foundation Capital.

Thank you for following our progress. Send me a note with thoughts or questions. I’d love to hear how we can support your work.

Warm Regards,

David

David Goodtree

Founder and CEO, Foodgraph

CPG Showdown: Love vs Strength
Catalog
3 min read

CPG Showdown: Love vs Strength

February 3, 2026
Welcome to Foodgraph’s newest catalog, packed with new products and updated attributes, across food and non-food categories. Our newest release (v48) includes 1,380,000+ products, up 119% in the past year.

February is an annual showdown among new seasonal food products, pitting love vs. strength.

  • For romantics, Valentine’s Day ♥️ product introductions command top placement on the digital shelf and store endcaps.
  • For health & wellness enthusiasts, interest in protein-rich products has reached an all-time high in 2026, driven by New Year’s resolutions for improved strength 💪🏼 and functional diets.

Welcome to Foodgraph’s newest catalog, packed with new products and updated attributes, across food and non-food categories. Our newest release (v48) includes 1,380,000+ products, up 119% in the past year.

AI note: To build our national CPG catalog and identify product trends, we leverage our AI Native capabilities. Our AI decisions are traced in contexts, which are durable, replayable, and compound our learning over time. 

Protein hits all-time high

Consumer interest in protein-enriched foods hit a 20-year high in the new year. Brands of all types continue to bulk up their products with protein-forward positioning. Across all food aisles, here are some of the newest 1,000 protein-titled food products in our latest catalog release.

Private label retailers are aggressively launching protein-centric offers.

Big CPG innovates, but can’t keep up with demand.

  • Danone’s high-protein yogurt brands Oikos and Activia cannot serve all the demand, with supply chain constraints blocking sales and stalling innovation.
  • Barilla’s Protein+ product line is broadening its portfolio, but the company recognizes it’s not always first to launch new items in its category.
  • DTC brands like 1440 Foods and Truvani -- a common channel for protein powders, bars, and supplements -- are now scoring shelf space at grocers Raley’s, Sprouts, and Walmart.
  • Newer brands like Kola and Whey Good are grabbing slots when big CPG has gaps.

The FDA’s new Dietary Guidelines for Americans, 2025-2030 moved protein to the top of the list, encouraging consumers to “Prioritize Protein Foods at Every Meal”.

Google searches for protein achieved “Peak Popularity” for the first time in 20 years, reaching the highest-level of interest relative to all Google search terms, including both AI and traditional methods. Here’s a snapshot using data from Google Trends:

protein-searches

AI note: For example, our brand catalog uses AI to discover, normalize, and validate new brand names and associate new products to known brands, even when source data values are dirty, missing, or obscured.   

Valentine’s Day 2026

New products for Valentine’s Day showcase how Foodgraph’s catalog is rich with opportunities to explore actual product trends and which brands are leading.

Dubai chocolate continues to skyrocket.

  • 79 Dubai Chocolate products are now in circulation, up 500%+ since 12 in August, and up from zero products a year ago.
  • Smaller brands dominate the shelf, such as BeeMax, Leonessa, and Nutty & Fruity.

Big CPG missed the start of the trend.

  • Since the summer, Ghirardelli and Lindt caught up and launched new products in time for Christmas and Valentine’s Day.
  • But Hershey’s doesn’t believe in Dubai Chocolate’s staying power, saying "Only 10,000 exist. Ever. This isn't going into regular production."
  • Nestlé’s Damak brand already had chocolate/pistachio products, but hasn’t yet repositioned packaging to “Dubai Chocolate”, missing out on consumer awareness.

Pistachio health & beauty products have caught the Dubai wave.

  • Pistachio -- a key ingredient in Dubai chocolate -- has taken the non-food aisles by storm.
  • Body creams, candies, and perfumes -- with pistachio scents -- are in rotation now.

Foodgraph saw CPG’s embrace of this trend early.

AI note: To further identify trends, our classifier uses domain knowledge and contexts to categorize products by types. With AI generated attributes, we were able to see “pistachio” as a new scent in health & beauty.   

Ramping up data sources

Our newest release adds 17 new retailers to the catalog, now incorporating 47 data sources in total, up 235% in the past year.

source-logos

All new sources include CPG products in food, plus alcohol, health & beauty, household, and pet.

To represent the national product assortment, our mix of sources includes retailers -- to capture the explosion of new private label products -- plus brand syndicators, wholesalers, and government.

Foodgraph News and Next Catalog

AI note: We’re excited about the recent tech discussions about AI and “context”. Our platform was built from the ground up as a “Context Graph” for CPG product data. That term didn’t exist until a few weeks ago, but it describes what we do and how. For more, see Foundation Capital, Context graphs, one month in.   

Welcome to our new Head of Sales Andrew Haney, who joins Foodgraph with deep industry experience across retail and CPG at Toluna, Profitero, Epsilon, and Nielsen. Please reach out to connect.

Our next major update arrives in March, with more products and fresh data for Easter, Passover, and St. Patrick’s Day.

Thank you for following our progress. Send me a note with thoughts or questions. I’d love to hear how we can support your work.

Warm Regards,

David

David Goodtree

Founder and CEO, Foodgraph

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