Jain: AI will capture massive revenue from the 25x larger services market
Arvind Jain · AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod · Dec 23, 2025 · at 17:08
Glean CEO Arvind Jain responds to questions about AI infrastructure Capex returns by arguing AI displaces services spend rather than just software budgets.
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“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, those service dollars that are converting into AI or software dollars.”
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