The enterprise AI land grab is on. Glean is building the layer beneath the interface.

In this week's episode of the Equity podcast, Glean CEO Arvind Jain detailed his company's strategic pivot from an enterprise search tool to a middleware layer for enterprise AI, positioning Glean at the forefront of the competitive race to dominate the enterprise artificial intelligence landscape. The transition marks a significant evolution for Glean, which initially focused on helping employees find information within their organizations. By shifting to become a middleware layer, the company aims to provide the foundational infrastructure that sits beneath user interfaces, enabling other enterprise applications to leverage AI capabilities more effectively. This move places Glean in direct competition with other enterprise AI platforms as companies scramble to establish themselves in what's becoming an increasingly crowded market. Jain's explanation comes amid what industry analysts are calling an 'enterprise AI land grab,' where major technology companies and startups alike are racing to capture market share in the burgeoning enterprise AI sector.