The hum of servers is a constant, a low thrum that vibrates through the floor of Glean’s engineering lab. It’s late, probably nearing 10 PM, and a team huddles around a monitor, eyes glued to thermal readings. They’re running tests, tweaking parameters, trying to push the limits of the system. Glean, once known for enterprise search, is now making a play to own the AI layer, that crucial infrastructure inside companies.
The shift is ambitious, and the stakes are high. As Arvind Jain, the CEO, has stated, the goal is to build an “AI work assistant” that integrates beneath other AI systems. It’s a move that positions Glean to become the central nervous system for how companies use AI, a prospect that has analysts watching closely.
Earlier this year, the company raised a significant Series D round, signaling investor confidence in this pivot. The funding, totaling $200 million, is earmarked for expanding its AI capabilities and integrating its platform more deeply into enterprise workflows. This, according to sources, is part of a plan to capture a significant portion of the rapidly growing enterprise AI market, which some forecasts predict will reach $50 billion by 2027.
Meanwhile, the market is a battlefield. Companies like Microsoft and Google are also vying for dominance in the AI space, making it a crowded arena. Glean, however, is betting on its unique approach: to become the underlying layer that connects all other AI tools. This means integrating with everything from customer relationship management (CRM) systems to internal communications platforms, creating a unified AI experience.
A key element of Glean’s strategy involves partnerships. They’ve been quietly building relationships with other tech firms, aiming to embed their AI capabilities within existing software ecosystems. This approach, as one industry analyst put it, is about “becoming the invisible hand” that powers AI across the enterprise. It’s about being everywhere, yet nowhere at the same time.
The technical challenges are significant. The team is working to optimize their algorithms for speed and efficiency. They need to ensure seamless integration with various data sources and platforms. The goal, as one engineer explained, is to make the system “fast, reliable, and invisible to the end user.”
The company is also focused on security and data privacy. With more and more sensitive information being processed by AI systems, Glean must ensure that its platform is secure and compliant with all relevant regulations. This is a critical factor, or maybe that’s how the supply shock reads from here.
By evening, the thermal tests seemed promising. The team, still weary, began to see the potential of their work. The path to owning the AI layer isn’t easy, but Glean, for once, is ready to fight for it.