AI Enterprise - Databricks & Glean | BG2 Guest Interview
December 23, 2025 · 45 min
🎙️ Full episode
No time for the whole episode?
A debrief is a short AI summary of this episode, written and voiced: the key takeaways, notable quotes, and the moments worth hearing in full. It takes a few minutes to make. Free during the beta, up to 5 new debriefs a week.
Show notes
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:
() Intro
() Consumer AI vs. Enterprise Reality
() Why 95% of AI Projects Fail
() RBC, Merck, and 7-Eleven Use Cases
() What Actually Makes AI Work
() LLMs Are Commodities—Data Is the Moat
() Failed AI Bets at Databricks & Glean
() RPA vs. Generative AI
() Advice for CIOs Planning AI Budgets
() AI CapEx and the Revenue Math
() The Three Camps of AI
() Making AI Useful Inside Enterprises
() Why Apps Capture the Value
() The Future of UI, Voice, and Data Entry
() 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