AI Enterprise - Databricks & Glean | BG2 Guest Interview
Description
In this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on what’s actually working in enterprise AI—and what isn’t.
They unpack why 95% of AI projects fail, why LLMs are rapidly commoditizing, and why durable advantage is shifting to proprietary data, agentic systems, and workflow integration. The conversation dives deep into real-world use cases across finance, healthcare, and retail; the debate over whether we already have AGI; and how AI spend, CapEx, and valuation bubbles will realistically play out. A must-watch for builder, and investors navigating the AI transition inside real organizations.
Timestamps:
(00:00 ) Intro
(01:00 ) Consumer AI vs. Enterprise Reality
(02:15 ) Why 95% of AI Projects Fail
(04:15 ) RBC, Merck, and 7-Eleven Use Cases
(06:45 ) What Actually Makes AI Work
(07:00 ) LLMs Are Commodities—Data Is the Moat
(08:45 ) Failed AI Bets at Databricks & Glean
(11:00 ) RPA vs. Generative AI
(14:15 ) Advice for CIOs Planning AI Budgets
(16:00 ) AI CapEx and the Revenue Math
(18:00 ) The Three Camps of AI
(21:00 ) Making AI Useful Inside Enterprises
(24:30 ) Why Apps Capture the Value
(30:00 ) The Future of UI, Voice, and Data Entry
(37:30 ) Rapid Fire: Winners, Bubbles, Long/Short
Produced by Dan Shevchuk
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Apoorv Agrawal @apoorv03 https://x.com/apoorv03
BG2 Pod @bg2pod https://x.com/BG2Pod
United States
