In this week's episode of the Equity podcast, Glean CEO Arvind Jain explains the company's shift from enterprise search tool to middleware layer for enterprise AI.

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Glean is positioning itself as an intelligence middleware layer for enterprise AI rather than competing at the interface level. The company connects large language models to enterprise data systems while providing model abstraction, deep integrations with tools like Slack and Salesforce, and permissions-aware governance. CEO Arvind Jain argues enterprises prefer a neutral infrastructure layer over being locked into single-vendor solutions like Microsoft Copilot or Google Gemini. The company raised $150M at a $7.2B valuation in 2025, betting that the connective tissue between models and enterprise systems will be more valuable than the chat interface itself.

The enterprise AI land grab is on. Glean is building the layer beneath the interface.

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