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 explains the company’s shift from enterprise search tool to middleware layer for enterprise AI.
Enterprise
Cohere’s $240M year sets stage for IPO
Cohere surpassed $240 million in annual recurring revenue in 2025, highlighting strong enterprise AI demand as the Canadian startup positions itself for a potential IPO amid intensifying competition from OpenAI and Anthropic.
IBM will hire your entry-level talent in the age of AI
IBM plans to triple its entry-level hiring in the U.S. in 2026, but these jobs will have different tasks than in previous years.
AI inference startup Modal Labs in talks to raise at $2.5B valuation, sources say
General Catalyst is in talks to lead the round for the four-year-old startup, according to our sources.
Hauler Hero collects $16M for its AI waste management software
Hauler Hero has seen its customer base, revenue, and head count double since the company raised its seed round in 2024.
Databricks CEO says SaaS isn’t dead, but AI will soon make it irrelevant
AI isn’t going to replace major SaaS apps with vibe-coded versions, Databricks CEO Ali Ghodsi believes. But it could give rise to competitors.
Workday CEO Eschenbach departs, with co-founder Aneel Bhusri returning as CEO
Bhusri said in a statement that the company’s next chapter would be focused on AI.
AWS revenue continues to soar as cloud demand remains high
AWS recorded its best quarter, in terms of revenue growth, in 13 quarters in Q4 2025 as AI drives AWS adoption.
OpenAI launches a way for enterprises to build and manage AI agents
OpenAI launched Frontier, a new platform designed for enterprises to build and deploy agents while treating them like human employees.
Fundamental raises $255 million Series A with a new take on big data analysis
Fundamental has built a new foundation model to solve an old problem: how to draw insights from the huge quantities of structured data produced by enterprises.