tech
February 12, 2026
Glean's Fight to Own the AI Layer Inside Every Company
Glean CEO and founder Arvind Jain joins Equity to break down how enterprises are thinking about AI architecture, what's driving consolidation, and what's real versus hype in the agent space.
TL;DR
- Enterprise AI is evolving from question-answering chatbots to task-performing systems.
- Glean aims to be the foundational AI layer, connecting internal systems and managing permissions.
- Glean raised $150 million at a $7.2 billion valuation, competing with tech giants' bundled AI solutions.
- The TechCrunch Equity podcast episode discusses AI architecture, consolidation drivers, and the reality versus hype in AI agents.
- Key discussion points include the competition between bundled AI and platform layers, AI's impact on leadership, and the complexity of AI permissions and governance.
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