Glean Technologies — AI supply-chain exposure

Glean sits in the applications layer, at the top of the chain. It connects a company's internal knowledge — documents, tickets, chat, code — to large language models so employees can search and act through an assistant that actually knows the business. It is a producer of the enterprise knowledge assistant, packaging models it does not own into a workplace tool.

Its structural position is downstream: it captures value from the models and compute beneath it rather than supplying them, which is why the model gives it modest centrality. The hook is distribution and data gravity — once an assistant is wired into a company's permissions and content, it becomes the default interface to work, and switching means re-plumbing access to every underlying system. That embeddedness, not the model it sits on, is what it defends.