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 Commo...