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.
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.
Anthropic announces its first enterprise deal of 2026 which includes building agents and for, and giving Claude code, to Allianz.