Everything Arvind Jain said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Jain: 95% enterprise AI failure rate is desirable for tech experimentation
“The thing that I feel you know, is happening in enterprises, you hear these 95% of projects fail, But, like, you know, like, that's actually what you want. Like, you, like, when you are actually experimenting with new technology, if all of your projects are fa…”
Jain: AI will capture massive revenue from the 25x larger services market
“Going to grab a lot of revenue that actually today is in services industry, which is 25 times larger than software industry. So this is, there's a lot of spend that is going to move. I mean, the spend that you see happen on AI is actually sort of, you know, th…”
Jain: SaaS leaders will not be relegated to just backend databases
“So I think ultimately, like, software is an end-to-end stack in my opinion, and all of these companies, you know, I don't think they're going away. I don't think, you know, they're going to relegate it to becoming a database.”
Jain: Proactive AI will expand power-user adoption to 100%
“I want to see more proactive, proactive AI products coming, coming into the market next year. That, that's what, that, that is what is going to actually take it from a five percent of the users being power users to a hundred percent.”
Jain: Vector Search Alone Cannot Solve Enterprise Search
“There's a lot of focus on embeddings and vector search over the last few years, but that's actually only one part of, ah, building a good search system. Because if you think about an enterprise, ah, imagine a company that has been around for a few decades. You…”
Glean CEO: AI models are nowhere near replacing retrieval via infinite context
“I mean, I think there's always this thought of that, like, you know, the models will have near infinite context windows and you can just give them everything and they can figure things out automatically. But I don't think, you know, like they're anywhere close…”
Jain: Companies feared effective search because it exposed internal governance gaps
“We started to hear from businesses that, oh, I'm scared of good search. I don't want a good search product in my company because I have all these governance gaps. I have like, you know, sensitive information all over the place.”
Jain: Missing enterprise knowledge is a bigger problem than AI hallucinations
“People talk about hallucinations as a big problem with AI models. You know, we feel like, you know, a bigger problem for us is not even hallucinations. It's about Like, you know, most of the times you can't even, you know, find that information. Sometimes it's…”
Jain: Workers will have personal AI teams performing 90% of their work
“And one thing that's going to fundamentally happen is that each one of us is going to have this amazing team Of, you know, call it assistants, coworkers, coaches that are truly personal to you. And, you know, you're always surrounded by that team. And this tea…”
Arvind Jain: Enterprise customers rarely run AI agents fully unsupervised
“We barely see any application where customers are running agents in a fully unattended unsupervised, you know, setting.”
Arvind Jain: Large enterprises will deploy thousands of vertical AI agents
“Now on top of that, you will have agents which will proliferate and they're going to be they're going to be like thousands of these agents inside, inside a large enterprise and they are all functional and they are, you know, vertical in nature.”
Jain: Glean intentionally did not charge customers for its first two years
“We actually were not selling the product. We had no pricing. We had no plans to make revenue. That was an intentional decision we made that we were actually not even charged for our product for the first two years.”
Jain: Enterprise adoption of Chinese AI models will become normal
“And the early movers will make the move first and then it will become a more normal thing.”
Jain: Anthropic is an application-level platform, not just a model vendor
“So they very much, you should consider them an application level company, not just a model company.”
Jain: Glean loses more sales to Microsoft Copilot than to frontier labs
“If we look at our experience with as we go and prospect the, I think we would hear this answer more often that, well, like, you know, we are a Microsoft customer and we already have, you know, we're getting co-pilot. And so, therefore, like, it doesn't make se…”
Jain: Nearly 100% of initial code at Glean is AI-generated
“Now it's probably about almost a hundred percent. Like, nobody's actually, like, writing the initial code, you know, by hand anymore.”
Jain: Engineering bottleneck has shifted from writing code to reviewing it
“The real bottleneck has shifted from The person writes the code to personalize the review.”
Jain: AI inferencing costs will drop by orders of magnitude
“I think good technologies figure out how to make technology really, really cheap, and it's gonna happen here too. That's my belief. Like, you know, you're going to see it. You're going to see inferencing costs come down by orders of magnitude.”
Jain: Enterprise AI token spend follows a power law
“There's a power law, like, you know, in our company, and also at all of our customers, you will see some people who spend 10,000 dollars or 15,000 dollars in tokens every month, and then you have others who are spending 20 dollars.”
Jain: AI talent pay scales have dramatically surged across startups and labs
“But if you now start to talk about, okay, AI talent, ML talent top people are sought after, you know, way more than ever before. And also the pay scales have completely changed and not just from the model companies, but even from startups, because, you know, s…”
Jain: Glean raised Series C at $1B+ valuation on sub-$5M revenue
“I would say, like, our series C probably felt the most I guess you could say the most expensive, because we barely had any business, like, definitely, like, you know, sub two or three million dollars, maybe five million dollars, I don't remember exactly, but t…”
Jain: Shifting Glean from capital discipline to aggressive spending
“I've always personally, like my style has been a little bit too disciplined to be the right strategy anymore. I get that feedback from my team that, you know, we are trying to be conservative. We're trying to make sure that our capital goes a long way. And in …”
Jain: Composite job roles will replace specialized roles within five years
“Well, the comp, comp composite roles will be will be very common. So like, as for example, you know, somebody who can build a product I don't know what to call them, but they can, they act like engineers, product managers, designers similarly in go to market Y…”
Jain: Only China and France have produced AI models outside the US
“The only Country in the world, you know, that has produced models outside of US is China. And then of course, maybe a little bit in, like, you know, France with Mistral.”