Conversations with Glean's 2x unicorn founder Arvind Jain. How to build and sell AI
Last Friday I sat down with Arvind Jain, co-founder of Glean and previously co-founder of Rubrik. Here's what a 2x unicorn builder thinks about enterprise AI and where it lines up with what I'm seei
Last week I had a call with Arving Jain, to chat about AI.
Arvind Jain built two unicorns before turning 50. His second bet is that enterprises don't need more AI tools, they need one company that makes all those tools actually work.
In this issue
Why I’ve been spending months building agent templates and what I learned
What Arvind told me about how enterprises actually experience AI right now
The horizontal vs. vertical stack split and what it means for founders
The real moat in AI companies
Five things to carry into your next product or investment decision
A note on this conversation: Glean didn’t pay for this. They reached out because they follow the newsletter. I took the call because Arvind has built two unicorns and his company sits at a uniquely useful vantage point in the enterprise AI stack. Everything I’ve written here reflects what I actually took away which happens to validate things I was already thinking, and challenged me in a few places too. That’s what a good conversation does.
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