The model is not the expensive part of your AI stack. The missing context is. That is the argument at the centre of everything Glean announced this week, and I got into it with Emrecan Dogan, Chief Product Officer at Glean, on site at Glean:GO on The Ravit Show in San Francisco. Here is why it matters beyond one vendor's launch.

When AI does not know how your company works, every task starts from zero. It hunts for files. It asks for background. A person stops what they are doing and feeds it the same context again. Glean's research puts that at 6.4 hours a week per worker, which is most of a working day spent supervising a tool that was supposed to save time.

That is also why the productivity numbers keep disappointing executives. 75% of workers say AI makes them faster. Only 13% say their company is performing better because of it. Individual speed is not organizational output, and no amount of model upgrade closes that on its own.

So the interesting question is not which model is smartest this quarter. It is what your AI already knows about your business before you ask it anything.

Emrecan and I covered where that leaves enterprise buyers, what happens to AI spend as agents start doing multi step work, and how teams keep a growing pile of AI tools from turning into sprawl.

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