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AI Enterprise - Databricks & Glean | BG2 Guest Interview

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AI Enterprise - Databricks & Glean | BG2 Guest Interview

BG2Pod with Brad Gerstner and Bill Gurley

2025/12/23
BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod with Brad Gerstner and Bill Gurley

2025/12/23
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

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 proj...

Highlights

In this insightful discussion, industry leaders Ali Ghodsi and Arvind Jain join Apoorv Agrawal to explore the real-world dynamics of enterprise AI adoption. Moving beyond the hype, they examine why most AI initiatives fail and what differentiates successful implementations in large organizations.
00:00
LLMs are a commodity, not AGI
01:02
95% of enterprise AI deployments fail according to a MIT report
02:20
The Royal Bank of Canada built AI agents for equity research analysts to process earnings reports.
06:52
LLMs are a commodity because they can be easily substituted, similar to economic commodities.
07:04
An AI strategy should start with a data strategy
08:47
AI does not magically simplify building complex enterprise systems
13:34
AI must be able to learn while in use on the desktop.
14:20
Spend more on Glean, experiment with vendors, and use short-term contracts to manage AI budget risks.
16:03
Half a trillion in AI CapEx needs about a trillion in revenue to be worthwhile
20:19
We already have AGI; the idea that we need to reach it is a false premise.
23:21
LLMs will become a commodity and add little differentiated value.
24:32
Most value in AI will shift to applications, not models, due to proprietary data and workflow integration.
32:40
Finance has shifted from Excel to machine-learning-based models with external help and change management.
37:33
Keyboards will disappear as speech becomes the primary AI interface

Chapters

Intro
00:00
Consumer AI vs. Enterprise Reality
01:00
Why 95% of AI Projects Fail
02:15
RBC, Merck, and 7-Eleven Use Cases
04:15
What Actually Makes AI Work
06:45
LLMs Are Commodities—Data Is the Moat
07:00
Failed AI Bets at Databricks & Glean
08:45
RPA vs. Generative AI
11:00
Advice for CIOs Planning AI Budgets
14:15
AI CapEx and the Revenue Math
16:00
The Three Camps of AI
18:00
Making AI Useful Inside Enterprises
21:00
Why Apps Capture the Value
24:30
The Future of UI, Voice, and Data Entry
30:00
Rapid Fire: Winners, Bubbles, Long/Short
37:30

Transcript

Ali Ghodsi: I think we have AGI, I think we have artificial general intelligence. We really haven't. Arvind Jain: You hear these 95% of projects fail, but that's actually what you want. Ali Ghodsi: I think the LLM is a commodity. People are not saying th...