AI Enterprise - Databricks & Glean | BG2 Guest Interview
BG2Pod with Brad Gerstner and Bill Gurley23 Joulu 2025

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

Jaksot(43)

ChatGPT – The Super Assistant Era | BG2 Guest Interview

ChatGPT – The Super Assistant Era | BG2 Guest Interview

In this BG2 guest interview, Altimeter Partner Apoorv Agrawal sits down with Nick Turley of OpenAI for a deep dive into how ChatGPT became one of the fastest-growing products in history—and what comes...

15 Maalis 1h 3min

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the ...

31 Loka 20251h 14min

AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner

AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner

Pre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPveOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they unpack the $...

14 Loka 20251h 1min

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, fo...

26 Syys 20251h 44min

Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview

Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeter’s Apoorv Agrawal explores how OpenAI is reshaping ente...

11 Syys 20251h 8min

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the ris...

28 Elo 20251h 6min

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race,...

31 Heinä 20251h 4min