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BG2Pod with Brad Gerstner and Bill Gurley · Dec 23, 2025 · 45 min

AI Enterprise - Databricks & Glean | BG2 Guest Interview

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

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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

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