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Who will own your company’s AI layer? Glean’s CEO explains | Equity Podcast

Enterprise AI is shifting fast from chatbots that answer questions to systems that actually do the work across an organization. But who will own the AI layer that powers all of it? Glean, which started as an enterprise search product, has evolved into what it calls an “AI work assistant,” aiming to sit underneath other…

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Enterprise AI is shifting fast from chatbots that answer questions to systems that actually do the work across an organization. But who will own the AI layer that powers all of it?

Glean, which started as an enterprise search product, has evolved into what it calls an “AI work assistant,” aiming to sit underneath other AI experiences, connecting to internal systems, managing permissions, and delivering intelligence wherever employees work. Investors are buying into the vision, too — the startup raised $150 million last year at a $7.2 billion valuation as competition heats up against tech giants bundling AI.

On this episode of TechCrunch’s Equity podcast, Rebecca Bellan sits down with Glean’s CEO and founder Arvind Jain at Web Summit Qatar to break down how enterprises are thinking about AI architecture, what’s driving consolidation, and what’s real versus hype in the agent space.

Chapters:
00:00 Intro
01:01 Glean’s evolution from enterprise search to AI work assistant
03:33 How employee search behavior shaped the agentic platform
06:13 From evangelizing AI to a total land grab
08:20 Competing with (and partnering with) big tech
10:00 The three layers: Models, integrations, and permissions
13:57 Glean as middleware for enterprise AI
16:40 Platform vs. end user: How companies use Glean today
18:37 Voice, chat, and invisible agents: AI in 2026
20:00 What’s real vs. premature in AI agents
22:35 How AI is reshaping CEO decision-making
25:00 Reskilling the workforce for an AI-first world
27:20 Will Glean stay private or IPO soon?
28:06 Outro

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57 Comments

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  32. @TammyRivard-j3i

    February 12, 2026 at 4:29 am

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    February 12, 2026 at 3:18 pm

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    February 12, 2026 at 3:18 pm

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  56. @JameyMacon

    February 12, 2026 at 3:20 pm

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  57. @ReidHydock

    February 12, 2026 at 3:20 pm

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