Glean

“Look at the revenue of Anthropic and OpenAI right now. These are billion dollar revenue scale businesses. Glean is several hundred million dollar revenue scale business.”

“Sam Altman once came out and said, if you're an investor in OpenAI and one of these five companies, including Glean, we don't want you as an investor.”

“I was working really closely with Arvind at Glean. It's actually the last incubation that we've done here.”

“Arvin is maybe the most genius product and technical mind that I've ever worked with. He definitely, I would say go to market is not native to him.”

“Inside the KP portfolio, ok, are top eight companies. Let's take five exec roles across the top eight companies. Companies like Rippling and Glean, ok. 38 out of 40 of those roles, ok, those executives report to the CEO for the first time in their career.”

“The advantage that Arvin had was that he was previously the co-founder of Rubrik. So he noticed this problem at Rubrik, left Rubrik to start Glean, and he basically built Glean for Rubrik, right? And the bet that he was going to make was like, rough and tumble…”

“Glean's an amazing company, and I have a lot of respect for Arvin, but it's so horizontal. Like it's a very powerful chatbot, and it allows people to build some agentic applications or systems of agents on top of them, but really the deep cross-functional cros…”