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.

At least nine engineers, including two co-founders, have announced their exits from xAI in the past week, fueling online speculation and raising questions about stability at Musk’s AI company amid mounting controversy.

Vega Security raised $120 million, bringing its valuation to $700 million, in a round led by Accel. The company aims to rethink how enterprises detect cybersecurity threats.

Startup Runway has raised a $315 million round at a $5.3 billion valuation, funds it will use to expand beyond AI video generation and into world models.