BG2Pod with Brad Gerstner and Bill Gurley BG2Pod with Brad Gerstner and Bill Gurley

AI Enterprise - Databricks & Glean | BG2 Guest Interview

Dec 23, 2025 ยท 45m

Topics discussed

Introduction and the AI bubble debate State of AI: Consumer vs Enterprise adoption Why 95% of AI deployments fail and the 5% that work Industry use cases: Finance, Healthcare, and Retail LLMs as commodities and the value of proprietary data AI vs RPA: Engineering challenges and agentic systems Advice for CIOs on implementation and reliability The AI capex bubble and revenue sustainability Three camps of AI: Superintelligence, Research, and Engineering Value accrual across data, intelligence, and app layers The future of enterprise software and killer apps Is software dead? The shift to automated data entry How CEOs use AI agents for daily operations Rapid fire: Predictions for major AI companies Long and short bets on AI trends Favorite AI tools and the state of note-taking Glean's vision for a personal AI companion
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