AI Enterprise - Databricks & Glean | BG2 Guest Interview

<p>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.</p><p>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.</p><p><br></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(01:00) Consumer AI vs. Enterprise Reality</p><p>(02:15) Why 95% of AI Projects Fail</p><p>(04:15) RBC, Merck, and 7-Eleven Use Cases</p><p>(06:45) What Actually Makes AI Work</p><p>(07:00) LLMs Are Commodities—Data Is the Moat</p><p>(08:45) Failed AI Bets at Databricks &amp; Glean</p><p>(11:00) RPA vs. Generative AI</p><p>(14:15) Advice for CIOs Planning AI Budgets</p><p>(16:00) AI CapEx and the Revenue Math</p><p>(18:00) The Three Camps of AI</p><p>(21:00) Making AI Useful Inside Enterprises</p><p>(24:30) Why Apps Capture the Value</p><p>(30:00) The Future of UI, Voice, and Data Entry</p><p>(37:30) Rapid Fire: Winners, Bubbles, Long/Short</p><p><br></p><p>Produced by Dan Shevchuk</p><p>Music by Yung Spielberg</p><p>Available on Apple, Spotify, <a href="http://www.bg2pod.com"><u>www.bg2pod.com</u></a></p><p><br></p><p>Follow:</p><p>Apoorv Agrawal @apoorv03 https://x.com/apoorv03<br>BG2 Pod @bg2pod <a href="https://x.com/BG2Pod"><u>https://x.com/BG2Pod</u></a></p>