The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Garg: Deep automation will be solved by dedicated companies, not Glean
“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…”
Mirzadegan: 38 of 40 top Kleiner Perkins portfolio executives are first-timers
“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.”
Sam Altman Barred Investors Who Backed Glean From Investing in OpenAI
“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.”
Glean Operates at a Several Hundred Million Dollar Revenue Scale
“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.”
Mirzadegan: Glean's Arvind Jain is a product genius, though GTM isn't native
“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.”
Mirzadegan: Glean is the last incubation Kleiner Perkins has done
“I was working really closely with Arvind at Glean. It's actually the last incubation that we've done here.”
Mirzadegan: Arvind Jain built Glean using Rubrik as core design partner
“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…”