Glean Is Worth $7.2B, but What's Actually Its Moat?
yogthinks · reddit · 2026-09-11
A Reddit discussion probes enterprise search firm Glean: valued at $7.2B and charging Fortune 500s six figures a year, its stack is just retrieval, reranking, and an LLM call. The poster guesses customers really pay to avoid owning connectors and permission sync forever, and asks whether enterprise search is a market of its own or a feature Microsoft will bundle into seats companies already bought.
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