AI intelligence layer

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2025 by Arvind Jain · across every show →

Everything said about AI intelligence layer, oldest first

Dec 23, 2025 bullish
Prediction Not checkable as stated
Jain: AI intelligence layer may capture half of enterprise value
“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.”
Arvind Jain Dec 23, 2025 ▶ 24:15 AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
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