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“There's a lot of motivated parties that actually want to promote, like, including NVIDIA, for example, You know, they're putting a lot of investment in promoting, like, you know, development of great open source models in the US.”

“90% or greater of use cases cannot be fully handled by many, many different models, including open source models. So there's definitely there's definitely commoditization from that perspective. In fact, like, you know, we are clean that's actually one of our c…”

“It's fundamental, it's different, and the, and that's why, like, you know, I don't think, you know, we, this technology is going to fizzle out. And it's not like, you know, you don't have to be, like, a financial expert or, you know, like, sort of a deep think…”

“I know we do think that the intelligence layer is actually going to be a pretty thick one. Maybe, you know, it's, it will capture half of the enterprise value.”

“On the web, even if you don't have good semantic understanding, there is so much that you're going to learn from people's behavior because, you know, you have a billion people, you know, coming and using your product. In the enterprise, you don't have that lux…”

“Businesses are actually a lot more, more interested in, not in that, but in actually thinking about how they can transform their company with AI, how they can take specific business processes, you know, where they're spending a lot of money and how, how do the…”

“So the right recipe for me, like, you know, if I had a choice, I would actually start both the motions simultaneously. Like, I don't want to actually Say that, look, you know, for the first three years, I'm, I will actually focus, you know on just being PLG an…”

“Agents are now getting a lot more powerful. They are, You know, they're getting they're sort of shifting from sort of basic two step rack kind of application flow where you take a task, you find some information, and then you make AI work on it to generate the…”

“In enterprises, you know, it's sort of hard to explore. It's hard to actually you know, have, like, Network effects like, you know, the kind that you have with eBay. Like, you know, enterprise software doesn't work that way.”

“Cause sometimes I feel like, you know, at Google, I was not feeling challenged anymore. Cause you know, we're such a successful company and we could always, you know, take big problems, you know, and work on them. And it didn't matter if they failed. Cause lik…”

“In fact, the more people I would talk to, like, you know, especially people who are, Who have business acumen, like they would actually turn, turn me farther from this idea. So I actually chose not to talk to too many people.”

“Like, you know, sometimes we sort of talk to our team about it, so we didn't do any TAM analysis. Like, how do you do TAM? There's no product in the market. Nobody actually is even solving this problem.”

“I didn't actually go and, like, you know, hit my friends, you know, and say, like, hey, can you actually, you know, take this product and give me feedback? Because I felt like, you know, they'll all be very nice to me. And they will do it like, you know, even …”

“For a first time founder, like, you know, they're actually trying to, their goal is actually You know, succeed as an entrepreneur. They want to actually learn that, you know, that art. Sort of like, you know, it's personal in that sense. You know, for me, that…”

“Like, you hear these stats that nine out of 10 startups fail, and I like to tell them that, like, look, no, it's not nine out of 10, it's 99 out of hundred, because you didn't count all the first 90 startups that the founder killed themselves, like, you know, …”

“That's like the largest application or use case for AI in the world today. Is in fact information seeking and question answering.”

“I think the majority of the AI spend right now is on coding.”

“When you write code, for example, with AI you know, we, you know, you can write like, you know, a million lines of code but it becomes incredibly hard to actually maintain it and understand it and manage it over time.”

“So first, actually, we never actually went out to race you know, except for our first round of the company, you know, we always had somebody come in, and it was a relationship that got built over some time, and kind of became the de facto, like, you know, that…”

“They require a lot of upfront investment, which is not open source friendly in many ways. A lot of open source software has been skunk works, like developers is getting no funding associated with them and they still get something built. They couldn't build mod…”

“Everybody in your company is probably using ChatGBD and Claude and other tools on a daily basis.”

“Some of our fine tuning work, building, building models for a specific use case within our product, like, you know, didn't really pan out for us. And ultimately the choice was that, you know, we can go with already built models, whether they are small open sou…”

“What we tell people is that I think the winners are yet to be identified and so experiment with more vendors, do shorter term contracts.”

“In, in Glean, we have this policy where we record every single meeting, internal meeting, external meeting if our customers allow because there's so much information, you know, in there.”

“One of our largest customers. They have more than one billion documents inside their company. Now hear this, you know, when Alain and I, you know, when we were working on search, At Google, you know, in 2004, the entire internet was actually one billion docume…”

“Most of the companies started in the pre-SaaS world, they failed because you could just couldn't build a turnkey product. But SaaS actually allowed you to actually build something, you know which is my insight.”

“There is a good amount of, ah, work that you have to do and present the information, ah, to the model in some, you know, in some organized fashion. That's when they're going to actually do a much better job reading that information, reasoning over it, and givi…”

“Most of the knowledge, I should say, like, 90% of the knowledge inside the company is private in some shape or form inside, within your company.”

“Everybody has been trained over the last 20 years to actually type in, you know, one or two keywords, like Google has sort of taught us, you know, on what search can do. So with search, we never had a problem. Like, you know, we launched our product, we had, l…”

“In Rupert, we're an established market, like the budget, several dollars, and you had to actually replace an old technology with a new technology. Here we were in a market where we had no budgets. There was no concept of buying a search product in the enterpri…”

“We cannot offer the product to one individual inside a company. Even one person, you know, their search needs require us to actually search over all the entire company's information for them. So it's expensive. You have to actually index, you know, all of your…”

“The more you look at priors, the more you're going to actually, likely you're going to actually ultimately kill your own idea.”

“Even at Google, like, it was a big joke, you know, always we had internally, like, you know, All of us were spending all of our time making it easy for people to find things, but not us internally at Google. It's super hard to find anything inside the company.”

“Today, the, for most customer use cases the companies are using the closed, closed models at the moment”

“We need to have a way within, like, you know, 30 minutes to know how well it's going to do on our product, right? I mean, and you can do those things. You can actually build the right, you know, evaluation frameworks, things like that.”

“And the future that I see with AI is that every person who works is going to have this amazing team of assistants, coworkers, and coaches around them that is going to actually make them a lot more effective.”

“We actually tripled the size of the engineering team, but like, you know, still write, you know, the same amount of code.”

“Well, historically, like this is not a new problem, like helping employees find information at work. So there have been companies, you know, Google had a product too, and, but nobody really solved it in a way where somebody liked the product, somebody actually…”

“There were investors who would tell me like, you know, that they would back me, you know, because I've experienced building a company before, but they didn't want to back, you know, the idea that I was working on.”

“I know all these engineers, they're spending one third of their time just trying to find things.”

“And I think it's important, like it's important sometimes not to overanalyze and actually focus on the use end user and the problem and just go and solve it.”

“Search requires a lot of R&D, lots of technology to be built. So we wanted to build a team of about 20 people and divide it into, like, you know, three different areas, you know, of our technology stack.”

“All of this research happened in Google. And LLMs were actually, or these language models were actually built, you know, with one purpose, which is to make search better, to make Google search better.”

“And this is where, you know, the transition happened from the vitamin to the painkiller. When people saw that if only I had something like ChatGPT inside my company or all of my company knowledge, people realized that, whoa, like that, no, this is something I …”

“The governance is actually a big part internally. And so when you have these like tens of different AI tools coming into the company, all of them need to work with knowledge, your enterprise knowledge. And so if you start to just copy your enterprise knowledge…”

“Today the way to think about Glean is that first, it's a super set of JetGPD, Cloud, Gemini, All of those combined into one product experience.”

“The version, one of our product actually already used transformers for semantic, you know, matching”

“We started with this BERT model that Google had put in open domain, which was trained on all of the internet's, you know, data and knowledge. And we would then take those models and then for every customer of ours, we'd actually build custom embeddings, you kn…”