AI Enterprise - Databricks & Glean | BG2 Guest Interview

About this episode

A discussion on the realities of enterprise AI with insights from industry leaders.

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…

People in this episode

Host: Apoorv Agrawal

Guests: Ali Ghodsi, Arvind Jain

Topics covered

• enterprise AI
• AI project failures
• real-world use cases
• AI budgeting
• data commoditization
• workflow integration

Keywords

• AI projects
• enterprise AI
• LLMs
• data integration
• AI budgeting
• real-world use cases
• AI failures

Mentioned in this episode

Organizations: Databricks, Glean, RBC, Merck, 7-Eleven, BG2Pod

Products: AI, LLMs, RPA, Generative AI

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