The future of enterprise search and AI-powered work productivity with Glean’s Arvind Jain | E1916

20 Mar 2024 · 52 min

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In short

Podcast Summary: This Week in Startups - Episode E1916

Episode Title The Future of Enterprise Search and AI-Powered Work Productivity with Glean’s Arvind Jain

Episode Description In this episode, Jason Calacanis talks to Arvind Jain, the founder of Glean, about the future of AI-powered enterprise search, data confidentiality, and the competitive landscape of AI tools. They also discuss Google Gemini, the implications of open-source versus closed models, and various aspects of productivity software.

Key Themes and Discussions

Introduction to Glean

  • Glean’s Purpose: Glean functions as an AI-powered search engine and assistant for enterprises. It helps employees access company knowledge across various departments, enhancing productivity and collaboration.
  • Target Market: Primarily deployed company-wide, targeting CIOs, with heavy usage from engineering, support, and sales teams.

Data Confidentiality and Permissions

  • Glean emphasizes data confidentiality by ensuring user permissions are respected when retrieving information.
  • Integration with existing tools, such as Zendesk and Slack, allows seamless access to relevant information without compromising security.

Competition and Positioning

  • Glean positions itself as a layer on top of existing systems, acting as a connective tissue for knowledge across different platforms rather than directly competing with them.
  • The conversation highlights competition with other productivity tools and the need for unique offerings that improve employee efficiency.

Compliance and Governance

  • Glean provides features for compliance and governance, including a “CEO God Mode” for legal reviews and eDiscovery.
  • The platform is designed to maintain data privacy and security, ensuring that sensitive information is not exposed inappropriately.

AI Models and Technology

  • Glean is agnostic to AI models, currently leveraging models like GPT-4 while ensuring customer data remains private and not used for model training.
  • The discussion also touches on the evolution from traditional search engines to conversational interfaces, predicting a unified future interface that adapts to user needs.

Open Source vs. Closed Models

  • Arvind believes that the majority of future AI development (around 80%) will be based on open-source models, citing the advantages of community-driven innovation.
  • The conversation explores the current landscape of AI, the comparative strengths of leading models, and the ongoing development within the AI community.

The Future of AI and Productivity Software

  • Potential for productivity analytics exists within Glean, although its primary focus is on enhancing individual and organizational efficiency.
  • The conversation speculates on the evolving role of AI in workplaces, with a shift towards AI acting as co-pilots rather than fully autonomous agents.

Timestamps

  • 2:35 - Overview of Glean's market focus
  • 5:13 - Data confidentiality strategies
  • 13:13 - Discussing competition with native tools
  • 29:28 - The potential of productivity software
  • 42:45 - Arvind’s thoughts on Google Gemini
  • 45:17 - Open source vs. closed models in AI

Key Takeaways

  • Glean’s Value Proposition: Acts as an AI assistant to streamline access to enterprise knowledge, enhancing overall workplace productivity.
  • Importance of Data Security: Enterprises must prioritize data confidentiality, and Glean ensures compliance and governance while providing insights.
  • Open Source Momentum: Open-source models are anticipated to dominate the future landscape of AI development, fostering innovation and accessibility.
  • AI's Role in Productivity: AI tools are evolving from simple assistants to more sophisticated systems that can enhance individual productivity insights.

Conclusion This episode provides a comprehensive look at how Glean is addressing the challenges of enterprise search and the broader implications of AI in the workplace. The discussions emphasize the importance of data privacy and the potential of open-source innovation in shaping the future of business technology.

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Transcript

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0:00Who's going to win long term? Who will have the best models and which will be the most market share? These closed models or open source models? I think in the future, majority of the majority of the best models. models. I would say 80 % of all AI inferencing or people building AI applications is going to be based on open domain models. And some of those will be fully open domain. Some of them could be open domain, which are sort of supported by enterprises. And that's sort of really how the industry has progressed over the last two decades. It's just really hard to beat open source. This Week in Startups is brought to you by OpenPhone.

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1:32Welcome back to the program. Today on the program, we've got Arvin Jain. He is from a company called Glean. What is Glean doing? We're going to find out today. They're trying to get corporations, enterprises, to use AI to help them sort, make sense of, and search their data. We'll hear all about it from Arvind. Arvind, welcome to the program. Thank you for having me. Tell me, what are you building and why is it important? Think of Glean like Google or ChatGPD, but inside your company. It's a product where people can go and ask any questions they have. and Glean will use all of your company's knowledge and data and information to answer those questions to you.

2:12That's what our product is. We are an AI-powered search engine. We are an AI-powered assistant that helps people get more work done. Got it. And so you're not asking the chat GPT, for example, to answer questions or make a marketing plan. This is specifically to search the data inside your enterprise. That's right. And ask questions against it. So I see on the site, you mentioned every department that any company could have sales and, you know, marketing, etc. Which categories? What's the beachhead market? Where are you being the most effective for your customers? So typically, Glean gets deployed company wide, typically Glean will sell to CIOs.

2:53Our top users do tend to be engineers, support people, folks in sales, like those are the three biggest user populations, you know, that we have. But in general, this is a product that actually is useful to every single employee in a business. And therefore, we don't go and sell the product to individual departments. We typically go and sell through the CIO. So the CIO is evaluating new technologies and saying, this is going to go across all the verticals in the organization. We need a solution to ask questions in every department. That's right. Well, that means you're going up against, I assume, like Intercom, HubSpot, Zendesk for support then.

3:35Or are you sitting on top of those systems? We typically sit on top of those systems. Think of Glean as an assistant. It's a layer, it's a connective tissue that connects your knowledge across all of your different systems. So while you may be using Intercom or Zendesk as your customer CRM and your support people use that as a system of record, but when they have a case that has come to them, so they'll open the case in Zendesk or Intercom and they need to actually resolve it. to resolve that big and actually help them find the right answers. And sometimes those answers may be in knowledge articles in Zendesk, but sometimes they may be answers that are in some Slack conversations or in some internal JIRA issue.

4:23And sometimes the answers are with people that you can actually go on. So Glean will actually help you find those people or that knowledge that sits outside of those systems and help you answer those questions. So it's sort of like... What's an example of that? Give me an example. What's the best example? Well, I mean, let's say that there is a as a support agent um you know somebody files a request that my product has stopped working for some reason and like you know what would have happened is that like maybe there's a needed release that got rolled out and there's a bug in that and right now people inside the company are actively discussing you know that issue in in some slack channel it has not made it it made its way into your knowledge articles here so when when you get a you know request you know from your customers you know you like will actually quickly help you tap into like you know hey is this like has other people run into it and like other conversations you know inside the company that would help you sort of figure out a quick answer you know back for your customer how do you deal with the fact that a lot of this data is confidential and maybe not everybody in the organization should see it there's permissions in each of these systems but you're going to index the whole thing so somebody could ask about salaries in the company or you know different things the language model has been trained on all this data i assume you're yeah training your language model and all this what what llm are you using yeah so so first of all like you know we are um llm agnostic so we can work with uh gpt4 or gemini or you know which one are you using right now we use all of them these all of them like typically we let customers make a choice like you know what language models you know they would like to use um which one do they pick most often actually like most of the times they will you know give back the choice to us so like you know we get to choose.

6:02I think right now we started out with, you know, I think majority of our deployments right now are using GPT-4. With GPT-4, when you put that data in, how do you know if the model is the GPT-4 model by OpenAI assures you that the customer data does not go in there? Or do you have it off-prem? How do you manage that issue with the language models? Because a lot of CIOs and CEOs are really concerned about giving OpenAI their data to train it on. Yeah. So see, you're absolutely right. If you think about using AI in the enterprise, first of all, your data inside the company, first of all, it's private to you as a company.

6:41But second, within the company, there's governance on that data. Not every employee can actually use all the information that exists within the company. So Glean actually solves both of those problems. So number one, we're not actually training or fine-tuning models like GPT-4. We're actually using them only as summarization and synthesis engines. The way our product works is that when you come and ask a question and you're one of the employees in the company, what we will do is first, based on that question, we're going to use our core search technology and we'll assemble the right pieces of knowledge and information that we think is going to be able to answer that question that you have.

7:19and we will actually restrict you. So like we know who you are and what content you have permissions for. So we'll only let you use the information that you are actually individually authorized to use. Now, once you've actually gathered, you know, this information safely, now we will actually take the snippets of this information and ask an LLM like GPT-4 to summarize that information. Do you trust OpenAI? So we actually work with Azure, you know, to use GPT-4. and the way we work with these model providers is that we have a contract with them where our customers are guaranteed full privacy for their data.

8:00Their data is never logged outside of their own clean environments and Azure or Google don't have the ability to actually go and train any models on that data. So our customers get full assurance. So you trust them with that function because a lot of CIOs have been a little bit concerned watching some of these, you may have seen, you see the viral video of the CTO of OpenAI talking about Sora last week, and she couldn't answer the question of like, what training data was there, and she wasn't sure. And it kind of felt like she was lying, I think, based most people's thing there. So it does seem to me like the big challenge here, you tell me if I'm wrong, is that using these third party models, even even Even on Azure or Google Cloud, are people nervous about that and they want to move to having, say, an open source one on-prem or just in their own cloud?

8:54Well, see, different customers are at different level of both paranoia and security requirements. A lot of the companies today, a lot of enterprises are now comfortable with storing their enterprise information in the big cloud vendors like Google or Microsoft or AWS. A lot of business technology and systems run in these systems. And so the trust level for these, the big three cloud providers is actually quite high. And if you think about it, like, see, AI is a new thing. First of all, already my business data is in these systems. Now I'm also using some additional AI models, again hosted within Google or Microsoft.

9:42As long as I get those VPC controls, I'm actually comfortable with that. Most of the customers feel that way. And if you don't trust Google or Microsoft, then, of course, you typically are running everything on-premises. And we, as a company, we support also hosting models ourselves. So if a customer wants to use an open-domain-based model as the core LLM that's in their clean experience, we also allow them to do that. Yeah, I mean, there was a big instance of a bunch of Samsung employees, I guess, using ChatGPT4, and then their source code and other information was then trained into ChatGPT4.

10:29I'm sure you've seen that, and I'm guessing that comes up with CIOs. Can you explain what happened there? Yeah, so in that particular instance, the employees in the company, they were actually using the standard ChatGPT product and they were actually pasting their code inside of that. Code or sensitive documents within the company. You were posting that within that ChatGPT interface and then asking ChatGPT to do some work on it. When you actually use these services directly, these are meant to be consumer services. If you use them directly, you don't have any controls. Every data that you actually put in that system, like OpenAI has is allowed to actually go and train their future models using that information.

11:15On the public interactions, right? On the public interactions. And that's what happened there. The way to make sure that you are not exposing your private data as a CIO to ensure that your employees are not sending information to these public consumer-based products, that's when you use a product like Glean. Because if you use Glean, now you have a very safe and secure environment where people can still go and ask questions. And we will make sure that any information that is being sent to Azure or to Google is actually following that contract and that security agreement that you have from them that they're not going to use that information to train.

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13:04open phone is going to port them over easy peasy lemon squeezy no extra cost head over to open phone.com slash twist to start your free trial and get 20 % off how do you compete against the the native tools you know getting more and more robust so you can't possibly write an llm that's going to work as good as you know the one that's built into you know salesforce eventually just Salesforce build in a language model yet or no? So typically, like, you know, companies like, you know, SaaS companies like Salesforce or Atlassian, you know, or, you know, any of these systems, they're not building language models.

13:44Language models are built by... No, no, no, but they're building language models into their product. So, and you're not building language models either, right? Well, so it's complicated. So we build language models. We build smaller models to sort of build semantic understanding of your company knowledge. But we, as well as Salesforce and other SaaS product companies, all of us use APIs to these large language model providers like GPT-4 or Gemini to do some work. So typically in that model, what happens is that you're basically sending prompts to these models and having these models do some work on that prompt and return back a response.

14:29And you sort of create these AI experiences within your application. So now to think about like, you know, if you think about Salesforce, they're going to actually have some AI features within their product. You know, Coda will have some features within theirs. Jira will have some. So, yes, so you're right that, you know, every application in the future, you can imagine that they will have some AI smarts. They might even move to the chat interface, right? You know, and yeah, they may have a chat interface in addition to actually do some of the work that people do with those products. For example, you know, today, like if you want to create a new issue in JIRA, like you like, typically you'll go in that app and click a button and then fill a form.

15:06but you can imagine that they may have a chat interface that allows you to go and create that new issue using a national language interface. Those things may happen in the future, but that's not what Glean is actually solving for. Glean is solving a different problem, which is that if you think about your work inside a company, it happens across many different systems. I'll give you one user journey as an example. So as an engineer, let's have to actually go and build this new technical component. And so that journey for me is going to start with first talking to people. I want to be actually having some conversations like this one, like on Zoom, I'm going to be talking to some other engineers, talking about design choices.

15:50I may have some conversations in Slack, you know, where we're talking about like, hey, like, what about, you know, this approach versus that approach is actually a, you know, a Jira, which actually tracks why am I even building this technical component? What were the problems that we're trying to solve? So first, you have all of these different things. Then at some point, I'm going to actually write a design document, like maybe in Google Drive, to describe my design. And then later on, I'm going to actually write code, and that's going to go in GitHub. And so if you think about this whole journey, all the information about this project, it actually spanned all of these different systems.

16:24So now think about six months down the line, somebody comes and asks a question that, hey, why did we use this programming language to build this component? Where is the answer? It's not in one place. It's actually, you get that answer by actually consulting, you know, all the knowledge that sits in like those five or six different systems. And so that's where the power of Glean comes in. Like if you think about, you know, your work, we are tying together knowledge from all of these different systems in one place. And we give you as a user, like we remove that burden from you, like, you know, hey, where should you go and find things?

16:57Where should you go ask questions? uh and it's a great place to start if i was joining the company or i'm the cfo and or the chief operating officer and somebody tells me about project bluebird and i don't know what's going on project hey give me an overview of project over bluebird and he gives me all those but if i'm not the the question i have uh the next question i have there because that's kind of a cool feature to be able to go across the entire enterprise so i totally get that but there's a discussion going on in a slack room that i don't have permission to permission for so how do you deal with that maybe there's a bluebird project bluebird slack room it's got 20 people in it but i am the coo and a cfo i don't have access to that room i was never invited yeah how do you but you have that in the llm so how do you let me know that there's a conversation there that i don't have the rights to see because of the way slack works or jira works like the coo doesn't even have a jira that's right they're not having a github account so how do you deal with permissions?

17:57Yeah. So two questions. First of all, the way our system works, there's no data. None of your enterprise data is actually in the LLM. The LLM is basically just the standard language model that is trained on the world's public knowledge. We're not using it to store knowledge. But now, the way Glean works is that when we actually connect with all of these different systems, we have actually built an understanding of how permission works in those systems. So, for example, when Glean connects with Slack, it knows the concept of channels. It knows that certain channels are private, some of them are public.

18:37If it is private, it knows who are the members in those channels. So now, we're going to index every single message or conversation, and we know exactly who are the people who have access to it. And all of this information is stored in our search index. Same for a document on Google Drive. We know who are the collaborators on that doc, and we store this permission. This is unique about the Glean technology, so it's fully permissions aware. Now, when you come in and ask a question in Glean, you have to be, first of all, signed in. You have to present to us your identity, who you are. We are able to now retrieve documents from the index, but only work on the documents that we already know that you have permissions for.

19:24Building that, that's part of our core technology is to understand these authentication and permission models in each one of these individual labs and make them work. So you know Jason, the COO, can't see Project Bluebird. I'm not in that group. So when I do a search, you won't show me anything. yeah we won't even tell you we won't even tell you that hey there's some useful information but we're not like we can't share it with you talk to somebody else because like sometimes even that is dangerous like even i was about to say like let's say you did a search who's on a performance improvement plan that's right it's like there are seven conversations about performance improvement plans happening with these people in them with these names you're like uh wait a second who are the seven people who are in a just the fact that there is a file in and of itself is information.

20:14And do these, you know, Slack has pretty robust AI coming on board notion and Coda also have AI built in, have they built API's into it? Or are you just having to rebuild all that from scratch against their services? Or are you doing the search in Slack, as if I was logged in? No, we actually returns, we do like our we do search natively in our system. So the way our system works is that we bring content from those systems and index them in clean so as content is being produced as somebody sends a new message we get a notification and we'll then use you know take that message and index that in our system so this is this is continuous this is done in real time all the time and now when you come into a search like that search is entirely served from within our system and that's important because for two reasons one like you know like you need to be fast.

21:06You can't actually in an enterprise, you know, you will have 1000 systems, you know, that you're using, you can't actually, you know, when a user comes and ask a question to you, you can't actually send a message to all, you know, hundreds of them and wait for responses to come back. Yeah, no, search correlates to search usage correlates directly with the speed of return. That was Google's big lesson, right? Exactly. Faster. Yeah, people use it more. Yeah, in fact, that's, that's, that's one of the things I worked on at Google, you know i was actually making it fast but the second thing is the second thing is also like search is a hard problem it's sort of like magic like you know you come in you type two words and like i need to sort of now figure out from those 10 million documents the one that exactly you're looking for so there's a lot of work that needs to be done to build a great search and i think like like what we have seen typically is that like each one of these individual sas products like you know they're they don't have so many resources to put on search like we have hundreds of engineers and to actually make search better.

22:02It's such a good point, right? Search is like an afterthought for them where they may just use some open source library. They never update their search. Even like I've been complaining about Twitter search since Twitter was born. And there was a third party called Sumise that they bought to make their search a little bit better. And that was 10 years ago. And it has gotten better. Because you think about like enterprise software companies, they don't win customers that way. Like, you know, Jira and Asana are competing, they're competing on features, not by saying that, hey, my search is better than yours.

22:31So I think that's another thing. So like, you know, to really solve the search problem, you have to you have to do a lot more work. And also just one more thing, you know, on this, like, you know, why, why, you know, thinking about search in the way we think is important, it's really important to sort of take all of your enterprise context. And that sometimes gives you signals on, like, you know, both, you know, what information is actually relevant and important and to whom. So one example, let's say that, you know, somebody writes a, there is a document that, you know, that talks about benefits.

23:06But whenever somebody asks a question in Slack that, hey, like, you know, where's our benefits policy? Like, you know, somebody in HR shares that document with you. So there's a lot of, you know, like there's exchanges that are happening in Slack, which tells you that, hey, this particular document is authoritative for that answer. So Slack's great training data in that way. Yeah. And Slack just being one example, if you think about there are these interconnections between how a Jira issue was created and how it's referenced in Slack conversations. When you think about your enterprise knowledge, it's a graph.

23:39There's knowledge, there's a lot of different pieces of knowledge, and they have all interconnections with them. And similarly, there are people. and people, of course, we're talking about there are engineers, there are support people, there are salespeople. We build these learnings that engineers are actually clicking on this or using this document a lot more than salespeople and vice versa. All of those learnings is what enables you to find out what is more relevant information for whom. That's the core of what cleaners. And that's why it's so important to actually have that full enterprise wide view of your people, as well as your knowledge.

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25:29There is a concept of compliance and legal reviews. So, for example, people think like their DMs on Slack or their emails, even if you delete your emails. Those things are stored if you have the settings done properly, like in Google Docs or Microsoft Teams. And so because you ingest everything, you do have the ability to do a god mode where the compliance could say, hey, did anybody say this? Let's say it's insider trading. You know, did anybody share Project Bluebird? Let's say Project Bluebird was an acquisition. Did anybody say the word Bluebird? And you could actually see across all documents.

26:04Does that exist like a super god compliance mode? There is a compliance mode which is highly restricted and it's available only to your governance and legal teams for exactly the use cases like that, eDiscovery. Also, for privacy compliance, for example, a big use case that's out there is you have an ex-customer or an ex-employee who comes and tells you that, hey, delete all my data. right, you know, and then you have to sort of, you know, there are laws that actually require you to do that, like, you know, and so how but how do you figure out like, no, where is all that information? Where is that data?

26:47Facebook had this issue because Facebook had been doing backups and backups and backups. And that's why when you delete your account, people are like, oh, you know, they say it takes 30 days. I think that's because they have all kinds of mirrors and mirror images of data so many different places. They want to be thoughtful and thorough about it. It would seem like a CEO God mode would be one of the great features of being able to look across this whole amount of data. If you're working at a company, you should just know by default, anything you do on your laptop is your company's. And every email you send, never use corporate devices to order from Amazon or do private communications.

27:27Gosh, it's 2024. I don't know why I have to say this to people, but I'm shocked that people will, because I'm on the board of so many companies or investments. Some story will come up that people were sending things to each other on Slack or Teams or doing something on a corporate device that is completely insane that you should not be doing. That's right. Yeah. And I think from our perspective, we help companies from a compliance perspective there. But Glean is actually not a system of records. So that's not like, you know, another system that you do worry about, like in the sense of when you need to delete data for somebody, like, you know, you don't have to actually go and explicitly go and delete that in Glean.

28:08Well, you do have to get rid of the data in Glean if it's indexed it, right? Because you have to be indexed? We stay in sync with the actual system. So like if deleted in Slack, it's automatically deleted in our system. Wow, that's super complicated to take care of all that, huh? Yeah, that's where the complexity is. But actually, it's an interesting thing. Like, you know, you talk about AI, you know, like everybody wants AI. and this is one of the key problems that businesses are running into which is like look you know we have all this information in our company and yes like you know we've set some rules you know permissions but you don't always get it right like you know oftentimes you know there'll be some document somewhere that like you know sensitive and the person in hr like they didn't know how to set correct permissions they made it open to you know everybody in the company and and you start living with that like because nobody can find anything anyways like who cares like there's a talks somewhere that so you know but let me ask him yeah we know get finished i was just going to say that that's so that's a that's a big issue today like you know with like ai because now ai does all of that work for you like you know like in this new world you just get to ask questions right and and there's this ai you know like for example our product is connected with all of the company information and it's going to actually answer questions back for me so it sort of makes you know these governance gaps you know like you know you're going to pay for it now like you know they're going to become a big problem problem and so that's one of the things that we hear a lot from, you know, CIOs, you know, they feel AI is powerful, but they're also scared of it.

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29:28When you see, I mean, you must have seen the Devon demo last week, the, the AI coder going out and like doing jobs on its own. Did you see that last week? The day? I didn't see it. But I've sort of, you know, seen like things like that and heard discussions about it. So you're now that you're indexing the whole company, you're watching all this data and code and customer support tickets and sales all occurring it would seem to me that you understand you know what a salesperson does all day what a coder does all day and and all their activity buzzing around yeah so that's great i mean you understand who the most productive employees are on a certain level right you could tell me who's working who's making the most commits and this exists already in jira but you know you could tell me hey this person's work hours they work three hours today according to the data we've seen so is there some idea here of looking at productivity there are certain apps that people are using to monitor their own productivity then there's like people tracking their hours but it does seem you could tell me hey you know this person hasn't done anything for four days i guess they're on vacation or hey this person is putting in they're dropping you know data into all these different resources 12 hours a day they're working 50 harder than the average person well i mean so you don't be We didn't start our company with the goal of building these analytics or people analytics in some sense.

30:58Our goal has always been to help people get work done faster and make them more effective. But people analytics is a really fascinating topic. It is. So the data is there. With or without us, that data is there. and you're right that when you bring it all together, how you bring it in clean, somebody can actually run those analytics on our platform and gain insights faster. But I would say we haven't really seen... People talk about it, but I think we haven't seen actual attempts where somebody is trying to actually build reporting like that using the data on our platform. you know the the negative interpretation of it is employee monitoring so you can you can see employee monitoring and then there's employer productivity that's right and you know they they're just if you're doing if you're running a call center you really need to monitor it because people might say something stupid to a customer and somebody who's on a call center all day they expect all of those interactions to be monitored now a higher level knowledge worker a sales executive and developer, they don't expect it.

32:14But they might very much want to be productive. And so yeah, I know people who run productivity software, and you have it on your iPhone, right? It tells you which one of the most popular apps. Yeah. And I've looked at it a bunch of times. And I'm just like, I want this. I know like six people in my organization want it. But I'm bet there's like 10 who are absolutely paranoid about like that data being there. But what's important for people to understand is with AI, with a system like lean or any other system, the byproduct is your collective work is going to be in a database somewhere, which means you can really study it and figure out what is this person doing in our organization?

32:52Like, do they need to be here? Or do they need a raise? Does this job need to be eliminated? Or do we need 10 more of these people? Or do we need to study this person that people analytics to me? Yeah, it's incredible. Yeah, I think that's, that's really powerful. And actually, like, you know, but but I would say one more thing, which is, you know, today, you know, part of it is that, you know, you can have a few people in the company that could do these analytics on an organization-wide basis. But part of it is, what about you yourself? You can go in Glean today and say, hey, tell me where I spent my time last week.

33:24I was going to tell you if you're meeting a lot. For example, I can ask in Glean, how many hours of meetings did I have last week? And it has access to that information. It's going to answer that back to you. So part of it is that, how can we help you as an individual sort of have more insights into your own work? And so we think more about that from that perspective. And so one of the very popular use cases or popular questions that people ask in Glean is, every Monday morning, they will ask for, summarize all the work I did last week. Because they need to share that information with their manager or with their team.

34:05like, you know, post it in like, you know, whatever the scrum, you know, notes. So, so you can do that and clean and like, you know, go through your Jira's and your GitHub's and your Slack conversations and sort of give you like a really nice summary of what you did last week. So, so there are the analytics or summarization that, that you can actually bring to each individual for themselves. And, and like, you know, like, and you sort of start to like, you know, bubble up, like, you know, as a, as a manager of a team, you can ask the same question, what did my team do last week? and it will actually do it for you.

34:35As a manager, you'll be able to get that summary, but only with information that you as the manager actually have access to. So if there was an employee doing something, working on a doc that they've not shared yet with the team, the manager won't get to see that. So there are use cases like those. We are actually going from the angle of helping each individual with their work and you know with their own sort of productivity we haven't seen that much of like you know the like what you mentioned which is that there could be yeah i mean i have my own little ways of doing it sometimes i go into notion yeah and it will show me i think i'm the administrator is why it shows it to me all of the changes in the database yeah and i click on it and i see bianca andre heidi like coming up over and over again the three people on my investment team.

35:26And I'm like, wow, they're super productive inside of notion all day long. And I noticed that like, oh, wow, they're really taking good notes. And sometimes I'll just take a look at the document. Now all those documents are public, anybody can look at them. But it's really nice to see the pulse of the company, right? Yeah. And then there was this really cool reporting that I got just by opening up slacks admin to add somebody, it'll show you how active each person was in the last 30 days. Yeah, it just shows you like how many messages they sent? Yeah, how many they got and then how many days out of the last 30 they logged in.

35:56Yeah, I was like, shout out to these, you know, 30 % of the company that logged in, you know, 2829 or 30 out of 30 days, like you can take a day off from it. I would never not check my slack that's a me would be crazy as the CEO. Yeah, I that's the one I actually like, like a lot myself. I think it does tell you a lot about about the company, like, you know, when you sort of look at these data, or then you look at the bottom and you're like, like one time i was like oh my god this person was logged in like 14 out of 30 days and i was like oh they took two weeks off they had a honeymoon or something totally fine that's the time you want to turn it off right but then other times it's like is that should that person have turned off their slack for two weeks and them or whatever number of days it might be time to have a conversation about that let me ask you about search you were at google yeah in five years will people be doing search engine searches or will they be doing chat gpt searches or like you know chat interface searches i'll take open ai out and i'll take google out since you weren't there search engine versus chat interface and just having a conversation which will be the majority yeah of you know users searching for knowledge which will be the majority in five or ten years well i think in five or ten years there won't be two different interfaces there's only one you know because like ultimately like you know what are you doing like you know you have a question you need an answer sometimes you know sometimes your question is about research like you know you want to read a read a document actually again in response to like what you're looking for sometimes you know you're looking for a one line so it will just move to a chat interface no we won't be on this like 10 blue links no i don't know that's not what i said like what i'm saying is the what i'm saying is that there's only one interface uh but that interface you know is you know is adaptive is rich, it takes what's the kind of question that's coming in and appropriately give you the right answers.

37:49If you think about it, I think there isn't actually this dichotomy that we make of right now. Even in Google, for example, well before this whole generative answers and the conversational interface, you could go and ask in Google five years back, you could ask the question, what's the temperature? What's the weather like in the Sotos today? sports or weather and time. Yeah. So currency exchange stock ticker price, and it just gives you the answer, right? It will give you the answers. And it actually also, it also tell you like, you know, other interesting questions you may actually ask. So there was sort of this is that this has been a progression, right?

38:29You know, where I think the the search interfaces will sort of be like that, where, you know, you're going to understand the intent of the user and what they're trying to look for. Sometimes you can actually give them like, you know, know, resources, links, you know, to go on, you know, they should go and read more details. Sometimes you're going to see summaries or like, you know, quick answers on it. Are you grinding hard to grow your business? I bet you are. You're listening to This Week in Startups. Of course you are. But don't let your hard-earned profits slip away because of overpaying on taxes.

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39:40When you optimize your tax strategy, you optimize your competitive edge. So here is your call to action. It's time to bring Gelt's elite tax team into your business. Visit joingelt.com slash twist and get 15 % off your first year. What a generous offer. Thanks team Gelt. Join gelt.com slash twist to get 15 % off. Transform your taxes from a liability to an asset. That's 15 % off your first year at join guilt.com slash twist they had the one box snippets all the stuff but it's going to just move to an answer so what does that do to the cost per click business model of the internet because right now if a search engine i'll just say any search engine it could be any of the popular ones gives you um doesn't answer your question and it forces you to click some number of people will click the ads because the ads are generally answers to the question you know how much?

40:28Yeah, does the latest Volvo have? Yeah, you know, is there a convertible Volvo and it might be an ad for convertible Volvo's or use convertible Volvos. But if we're just going to just answer people, hey, yeah, the Volvo, you know, made four different convertible models, there are one active and these are three historical ones. Okay, I'm done. I don't click on any of the ads. So what's going to happen to the cost per click and model over the next 10 years, as AI just answers everybody's question. My view is that I don't I don't think like, you know, the models sort of disappear already in google like you know there's a concept of cost per click google always also like you know you know would talk about like cost per conversion there are all these different sort of you know degrees of like you know like how you're actually ultimately driving a sale and like you know you as as you know the sort of facilitator in that like you know what is your cut off you know that transaction so there is you know there are cost per impression there's cost per click there's cost per conversion and so i think like what will happen is that in the future, when you ask a question that has commercial intent and there are four different commercial parties that could actually all provide you with an answer, they're going to compete.

41:36The search engine may show an answer coming from one of them and potentially there is further follow-ups that you take to those sites and then you get higher... So there could be a different type of funnel or modality for monetizing answers. So you give the answer about this Volvo. Yeah. And at the end, it says, would you, or, you know, follow up questions, where can I buy a Volvo? Where's the closest Volvo dealer? Are there any incentives for buying a Volvo? Who can lease me a Volvo? Are they used Volvos? And all those, if you click them, could include either cost per click links, or it could put you into a conversation.

42:14You know, that's the ultimate. Hey, what kind of car are you looking for? What's your budget? and then give that lead to local Volvo. Yeah, I think we're going to summarize it like, you know, very, very simply. I think like Google is getting paid, you know, because, you know, that's where users are going and seeking those answers. So as long as that stays, that means, you know, they should be getting, you know, they're cut off, you know, that. How long were you at Google for? I was there for years. I was there from like end of 2003 till 2014. So about like, wow, you were there during the early days.

42:47you you haven't been there for 10 years so what do you think of all this um you know brouhaha this donny brook around uh the gemini project and all this woke dei stuff that was included in it how does something like that happen at a big organization and what do you think google's chances are of kind of being able to release product faster like how did it get to this point because it did seem like google was so efficient in the period you were there in just giving us products that solved on problems as consumers and now it seems like they're doing something completely different well my take on just the ai models first like you know from google is that i personally feel like you know they're actually in a strong position um like you know you know whatever goes wrong in the model like you know they get more attention than anybody else but if you think about if you think about gemini like actually you know it's it works you know works really well like as a as a ai model um you know they also have i mean like you know if you think about google like you know they're the best set of engineers the most ai talent like by far even now you know they have the world's biggest data centers they got all the machines they got all the money so i think the the i think the calls for like you know the the doom like you know scenario i think like it's in my opinion you know it's sort of like i think it's it's like it's fun for people to talk about but i think like i feel like the company is in a really strong position yeah you think they can still win uh i think so yeah yeah yeah it just seems like maybe they've got maybe too much process like it used to move much faster right when you when it was a smaller org part of it is yes like you know they need to organizationally make improvements but part of it is also like you know the burden of like success i mean i think about like you know they could not like as as a company you know like whose core business is to help you know people find information and correct information like you know like they they were sort of rightfully cautious about like not putting these models you know that hallucinate like in front of people yeah giving giving the wrong answer is really anti-google's mission and it does seem like this is why apple hasn't released a ton of ai features is because they also like to have a lot of fit and finish and polish on their products and so that's and like in an upstart like you know they can they can launch whatever.

45:08And that is sort of like, you know, like, you know, in reality, like sort of what is like, you know, like, you know, cause them to be a little bit on this backseat. What do you think is going to win? Open source, Elon just open source grok over the weekend, obviously, Facebook and meta, all their models are open source. Apple is working on an open source image editor, generative product, and even opening I started as open and then went closed. who's going to win long term who will have the best models and which will be the most market share these closed models or open source models i think in the future majority of ai work is going to be based on open source models i would say like 80 of all like you know ai inferencing or like you know people building ai applications is going to be based on open domain models and some of those will be fully open domain.

46:03Some of them could be open domain, which are sort of supported by enterprises. That's sort of really how the industry has progressed over the last two decades. I think it's just really hard to beat open source on any technology, like the momentum you get with it. So that's sort of what I feel like is going to happen. the from a post-11, yeah. How far ahead is OpenAI, if at all? Do you think OpenAI's 4.0 is much better? 10 % better? How much how big is their lead, if you were to say in the number of months or quarters? And then how soon before open source and everybody else catches up or exceeds them?

46:49Yeah. So on text-based models, I think right now they are testing internally. It feels like they're still ahead, but the gap has been closing every quarter. It's actually not significant right now. It's not significant in the sense that I think now our team, for example, is continuously thinking about we need to actually use the smaller, faster models because they're faster, because they're cheaper, and because, you know, like the, you know, it's sort of like, you know, how you design, like, you know, sometimes you can, like, you know, like if you make 10 requests and like sort of triangulate those, you know, interesting things, you can actually get a better response than like making one like costly request to a costly model.

47:37So there's already in that domain where it's not straightforward anymore, like, you know, to decide like what's the right model. So like the things are getting quite close. How do you define? AGI, you must talk about this and think about it. General intelligence, what's the test that you put on it? I mean, obviously, we have, you know, all kinds of the classic tests. But what do you think would be a reasonable definition of artificial general intelligence that we could all agree on or you might agree on? Well, like, you know, in an enterprise, like, you know, when you feel like, you know, there is there is a person today you know they have a role um you know to perform and and that role is not completely taken over by an ai agent again and and and i think that's sort of what i you know what's our definition like you know within our context but i would actually also tell you like you know we we we talk about big things and i think we're far behind like you know in terms of like you know where real technology today is um you know people talk about having co-pilots I feel like that's a big bar as a word to describe the technology that we actually have in front of us today it's really powerful but there's a lot of work to be done we're in the co-pilot phase I feel like we're not in the co-pilot phase maybe just developers are I think you are getting maybe 10 % of what an assistant would do for you co-pilot is actually a lot more stronger than an assistant.

49:20You think about your own personal life, you can have an assistant, you can actually have somebody who can replace you as a co-pilot. I think the AI technology is actually not even at a place where you can do a better job than your EA right now. Interesting. I would agree with that. Yeah, it feels like, I like your definition. One of the employees at work gets replaced and you don't know it's an AI. I like that. Yeah. Pick a random person in your organization, replace them with an ai and when you talk to them in slack or you talk to them in you know github or whatever you talk to them in a google doc yeah you can't tell the difference that would be a pretty good one yeah i feels like we're making you know steady progress there but yeah it feels like we're in the co-pilot era but yeah you're right i never thought about it that way you wouldn't give them you wouldn't have them control of the plane right now no you wouldn't go to the bathroom and let them fly the plane that's right she'd be like i'm gonna stay here and watch you fly the plane i'm not quite sure.

50:15I trust you. Yeah, but but at the same time, like there's this real value, like, you know, like, you know, I think, you know, even with clean, like, you know, we, we want to be that assistant, you know, for everybody who works. And I think we're bringing, you know, like a great deal of assistance. But it's a lot, you know, it's a long road, like, you know, like, yeah, how do you charge for it? Is it per seat? Is it by data source? Or do you just look at like per seat? Per seat 10 bucks a month or something 20 bucks a month? yeah a little bit more uh a little more oh okay but the yeah but that's yeah that's the model like yeah got it so if a thousand people a couple hundred dollars a year per person it's probably yeah and that's what you're going after mid-sized organizations need this it can't be like a 50 person company maybe not worth the the juice ain't worth the squeeze or are you going after the the mid-size we we we are focusing on companies from like a few hundred people all the way to the largest enterprises of the world.

51:11The need is quite universal, but from a focused perspective, the majority of our business is actually in the enterprise. It takes a while to get all these services into the database, right? It's got to take a couple of weeks or months to tweak everything and get it all plugged in, right? No, Glean is actually very turnkey. That's actually one of the big requirements for when we started our company was like, you know, we can bring, you know, Glean to, let's say, 2 ,000 person enterprise, you know, and like, you know, it's up and running, you know, within a day. Oh, that's pretty great. Yeah, because I think like the, I think one thing that has helped is that like, you know, like the new, like, you know, SaaS-based IT environments are actually quite accessible and you can be up and running pretty quickly.

52:01All right, listen, everybody check out Glean. You have Glean.com, which should have been. Yeah, glean.com. All right. Good domain. Pretty great domain. It's a million-dollar domain. Well, maybe half-million-dollar domain right there, in my estimation. It's in the dictionary. Great job. And everybody check out Glean. And we'll see you all next time. Bye-bye. Thank you so much.

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(25:23) Compliance and the "CEO God Mode" feature

(29:28) Potential of productivity software, and people analytics in tech businesses

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(40:04) Impact of AI on business models

(42:45) Arvind’s thoughts on Google Gemini

(45:17) Open source vs closed models in AI development and the progress of OpenAI

(47:49) AGI and the limitations and potential of AI as an assistant

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