AI Enterprise - Databricks & Glean | BG2 Guest Interview
Episode publishedPodcast: BG2Pod with Brad Gerstner and...BG2Pod with Brad Gerstner and Bill Gurley
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I think we have AGI. I think we have artificial general intelligence. We really have.
You you hear these 95% of projects fail, but, like, you know, like, that's that's that's actually what you want.
I I think the LLM is a commodity. People are not saying that, but it is a commodity. Like, you can get gas from this gas station. You can get gas from that gas station. It doesn't matter. Just compare price. Is AI in a bubble? There is an AI bubble. Okay. So then Gleen is also in the bubble. Everybody's in the bubble. No. I would I would say there is a bubble. I I would say those three camps. Yeah. There is a super intelligence quest camp. Mhmm. I would be very worried there. There's a second, the researchers doing the you know, that's definitely not in a bubble. They're like the
They're sober.
Yeah. They're they're super sober and nobody cares about them. Then there's right? And they're probably the ones that are right, unfortunately. And then there's the third camp, which is us trying to make this valuable. We're not in a bubble in a sense that we're not spending huge amounts of capital on what we are doing. We're just trying to get actual economic value inside of these organizations.
Two legendary builders, Ali, Ervind. I'm so thrilled to get into this with you because both of you have seen every super cycle I've lived through, Internet, mobile, cloud, data, AI, not just through the super cycles, but also through the hype, the trough of disillusionment, and this time it's different. Today, we're gonna chop it up on the state of AI. You know, let's let's start with a 20,000 feet view. Take stock of where we are. AI, we've seen consumer AI, billions of users, chat GPT, said the guns went off three years ago, cloud, perplexity, chat GPT, people use it in the room. On the SMB
So I think, first of all, I think we should we should know that people use AI in their personal and work lives both. So there's not so much of a divide. Like, you know, everybody in your company is probably using ChatGPT and Claude and other tools on a daily basis. Thing that I feel is happening in enterprises, you hear these 95% of projects fail, but, like, you know, like, that's that's that's actually what you want. Like, you you like, when you are actually experimenting with new technology, if if if all of all of your projects are failing, that means you didn't just not trying enough, you k
This would make you guys by default the 5% of AI that is working, which is Yeah. One in 20. Maybe maybe you go to the 5%. What what is the use case that is working? And not just working like it's like saving me time, but like it's working and it's transforming my company. Something that you can take to the bank, to to the CFO while while the CFO will notice it, the legal won't shut it down.
Yeah. Right. Yeah. Well, I mean, look, we're seeing a lot of use cases that are working. It's just that you know you just have to, it's not just you can just unleash the agents and it just works. It's an engineering art. Like if you're gonna have a company that's gonna be really differentiated, my company or your company or anyone's company and you wanna beat the competition, you can't just like quickly put something together and think that your competition is not gonna do the same thing. So that's gonna be something that needs evaluations, it needs something that you're gonna productionize, i
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