In this interview from theCUBE + NYSE Wired: AI Factories – Data Centers of the Future event, Glean co-founder and CEO Arvind Jain joins theCUBE’s John Furrier to unpack what’s really working in enterprise AI today and what comes next. Jain explains why knowledge access remains the first successful AI use case at scale and how Glean’s enterprise search brings AI into everyday work. He details the past year’s lessons with AI agents – from the need for guardrails, security, evaluation and monitoring to democratizing agent building so business owners (not just data scientists) can create production-grade agents.
The conversation dives into Glean’s vision of the enterprise brain powered by an enterprise graph, highlighting the importance of deep context, human workflows and behavior to reduce “noise” and drive outcomes. Jain outlines core building blocks – hundreds of enterprise integrations and a growing actions library – that let agents securely read company knowledge and take actions across systems (e.g., CRM updates, HR tasks, calendar checks). He discusses how organizations are standing up AI Centers of Excellence, prioritizing “top 10–20” agents across functions like engineering, support and sales, and why a horizontal AI data platform that unifies structured and unstructured data – accessed conversationally and stitched together via standards like MCP – sets the foundation for AI factory-scale operations. Looking ahead, Jain says Glean’s upgraded assistant is evolving from reactive tool to proactive companion that anticipates tasks and accelerates productivity.
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Devin Poolman, Cosm
In this interview from theCUBE + NYSE Wired: AI Factories – Data Centers of the Future event, Glean co-founder and CEO Arvind Jain joins theCUBE’s John Furrier to unpack what’s really working in enterprise AI today and what comes next. Jain explains why knowledge access remains the first successful AI use case at scale and how Glean’s enterprise search brings AI into everyday work. He details the past year’s lessons with AI agents – from the need for guardrails, security, evaluation and monitoring to democratizing agent building so business owners (not just data scientists) can create production-grade agents.
The conversation dives into Glean’s vision of the enterprise brain powered by an enterprise graph, highlighting the importance of deep context, human workflows and behavior to reduce “noise” and drive outcomes. Jain outlines core building blocks – hundreds of enterprise integrations and a growing actions library – that let agents securely read company knowledge and take actions across systems (e.g., CRM updates, HR tasks, calendar checks). He discusses how organizations are standing up AI Centers of Excellence, prioritizing “top 10–20” agents across functions like engineering, support and sales, and why a horizontal AI data platform that unifies structured and unstructured data – accessed conversationally and stitched together via standards like MCP – sets the foundation for AI factory-scale operations. Looking ahead, Jain says Glean’s upgraded assistant is evolving from reactive tool to proactive companion that anticipates tasks and accelerates productivity.
In this interview from theCUBE + NYSE Wired: AI Factories – Data Centers of the Future, Devin Poolman, chief product officer and technology officer at Cosm, joins theCUBE + NYSE Wired's Gemma Allen to discuss how GPU-intensive infrastructure and proprietary software are powering a new category of communal immersive entertainment. Poolman breaks down Cosm's "Shared Reality" concept — transporting fans to live sporting events through 8K and 10.5K cameras capturing 180-degree feeds, streamed into 100-foot LED domes driven by 50 distributed Dell Precision machine...Read more
exploreKeep Exploring
What is Shared Reality, and how does it create a communal experience for live sporting events?add
How are you using technology (including your Shared Reality mission and the Evans & Sutherland acquisition) to give fans the experience of being at major live events when they can't attend?add
What is more technically challenging — scaling a single broadcast to millions of viewers (as in traditional TV/streaming) or delivering a single, very high‑resolution, graphics‑rich stream to a consolidated live‑venue audience — and how has the technical landscape changed?add
What types of events and experiences will Cosm offer?add
>> Welcome back to our studio here at the New York Stock Exchange. This is Gemma Allen with theCUBE, and today we're talking AI Factories, part of our program with NYSC Wired. And joining me now is a man who's playing a big role in one of what I would certainly describe as one of the most visually arresting and fascinating technology companies in the entertainment space. Devin Poolman, Chief Product Officer and Technology Officer at Cosm. Welcome, Devin.
Devin Poolman
>> Thank you very much. Glad to be here.
Gemma Allen
>> So, Cosm. For those who may never have been inside one of your domes or have experiences firsthand, break it down. Define what exactly this brings both to an audience and from a sensory experience perspective.
Devin Poolman
>> Yeah. So it's what we call Shared Reality, which is really about taking the best of those digital technologies that kind of transport you to these new places, but doing so in a communal fashion. So with other people, with other fans of what you're there to see. So it starts from a technology basis with our team on the ground producing over 400 live events, live sporting events with the biggest and best sporting events. We're talking NFL football, college basketball, NBA, you name it, UFC all coming live as if you're at that event, surrounded by great fans high-fiving each other, having great food and beverage. It really is an incredible kind of shared communal experience around transporting people to those events.
Gemma Allen
>> Take me on the journey. This company was founded in 2020.
Devin Poolman
>> Yep.
Gemma Allen
>> A very interesting time from the perspective of live events. I mean, was this... Talk me through that a little bit, but also what was the real problem you guys set out to solve here? Was it around cost, accessibility, making sure that everyone can have a unique fan experience? What drove this?
Devin Poolman
>> Really that fan experience. It really was how do we give people that experience of being there when they can't? How do we open up the kind of access to fans of all kinds to be able to attend the best and biggest events all around the world? And we knew that technology was an enabler for it, but the experience had to be great through and through. So we had this mission around Shared Reality. We acquired a company called Evans & Sutherland six years ago. From a foundational tech perspective, that gives us these display capabilities. Evans & Sutherland was the world's biggest planetarium company, and we still are to this day. So used to driving these incredible immersive experiences, but now taking it with LED and into, with Cosm now, live sports experiences.
Gemma Allen
>> And talk me through what this feels like in terms of being at one of these events. What are you guys bringing that's so unique? Is it like a complete sensory overload? Is it a fully immersive, you feel like you're there, you hear the crowd? Talk me through it a bit.
Devin Poolman
>> You feel like you're there. That's the best way to describe it. And by the way, I could tell you how great it is. And when you get there, you're still going to be blown away. It's like walking into the game. You're buying a ticket, you're coming to the game, you're coming to the match. We have our team on the ground, they're producing the game, basically giving you four to five camera angles, four to five positions in the stadium or in the arena for that event. And we're talking like on the octagon for UFC fight or sitting baseline at a basketball game. It really is the best seat or seats in the house. And we follow the action and you're looking around and it is like you're there. Your mind is completely fooled. You're high-fiving strangers next to you to celebrate your team scoring a touchdown or shooting a big basket. That sort of experience is really what Cosm is all about.
Gemma Allen
>> Talk me through the technology aspect of this. In terms of you're watching on your television, the player passes the ball. What's involved technically in getting that millisecond experience to these large domes? What's involved in it?
Devin Poolman
>> Yeah. So our team is traveling around on the ground. So it's our own production kits. It's our own cameras. And these are incredible cameras. They're eight and 10.5K resolutions. So way more resolution than what you're used to on your television broadcast. They're also capturing 180 degrees. So you're seeing completely around you. So that is a unique video stream that comes and is produced for our venues. Then we layer in the TV feed. So while you feel like you're sitting there base line at the basketball game, you actually have the TV broadcast feed. You have your announcers and all the storytelling they're doing as part of that experience. And then we're celebrating, as you watch this game, we're celebrating those moments with real-time graphics that kind of celebrate. Your team scores a touchdown, the whole roof opens up and your logo comes flying in. So it really is this incredible mix of the hyper real and the experience of being at the game.
Gemma Allen
>> And in terms of the tech stock, I mean, it sounds very GPU intensive, I'm sure. I know you've got some interesting partnerships. Bring me to the actual specifics under the hood here. Who are you working with to make this happen?
Devin Poolman
>> Yeah, it really does require a lot of technology and a lot of graphics processing. And that's because we're dealing with these eight and 10.5K video feeds. So just starting on the ground, we're moving a lot of bits around. And Dell is our hardware partner. Really the infrastructure for what we do with NVIDIA GPU, and that's on the ground, the production, that's through the cloud, and that's also down into our venues. When we play it out across this giant 100 foot LED dome, it's distributed rendering, meaning there is 50 different machines that are driving this incredible experience, Dell Precision hardware that's driving that experience. And that is really key to making this all work.
Gemma Allen
>> Wow. So how many venues thus far? I know you have some venues opening later this year, at least for one here in the US. What's the footprint here? Are you planning to take this global?
Devin Poolman
>> Yeah. So we opened about a year and a half, two years ago. We opened Los Angeles and Dallas back to back. And those venues are incredible. They've been doing great. And we're excited to open in just two months, here in June, we'll be opening our Atlanta venue right next to Mercedes-Benz and State Farm Arena. And then in September, we're opening into Detroit at Campus Martius, also an incredible location. So really looking forward to kind of expanding and giving access to the Cosm experience to fans there.
Gemma Allen
>> Talk about the venue selection process. It's great to hear of these stadiums existing in cities like that. Is there anything specific that drives decisions?
Devin Poolman
>> Well, we love the stadium adjacents and sports districts. They really are kind of a growing and really popular place. It's a place where we can activate adjacent to that sports district and we can bring the activity 24/7. We really do programming. Our programming is oftentimes four or five events a day of programming, closing out each night usually with big sports and big entertainment. So we are able to really pop into those districts where we're adjacent to the sports venues and really drive a 24/7 profile.
Gemma Allen
>> So outside of your partnership with Dell, which is very interesting, I'm sure that this involves a lot of partnerships across the board with some very interesting and nuanced players like in the sports field, in the technology streaming field. How do you guys approach that? Is this fundamentally about a licensing play? What's the end game here?
Devin Poolman
>> So on the content side, very much a partnership mentality. So partnering with the leagues, partnering with the broadcasters, and we're very fortunate to have those partners trust us with their content and driving these experiences with them. And then on the entertainment side, because we also provide these entertainment experiences, whether it's The Matrix in Shared Reality, Willy Wonka in Shared Reality, and actually coming up here in just about a month, Harry Potter in Shared Reality with Warner Brothers Studios. Those partnerships are key and we're trusted to do that because the quality of the technology. And so then the technology side, yes, great partnerships with folks like Dell and NVIDIA, but we're also very much a technology company through and through, vertically integrated where we're doing everything from the on the ground production to the software that drives every pixel on our displays is all done in house as part of Cosm.
Gemma Allen
>> So it's an interesting time in the ticket space. We've heard a lot about the challenge of ticket availability, concerts like Taylor Swift's, and even though ticket tout debate that's ongoing. If you guys were offered, for example, to work with one dedicated sports arena, let's say the NFL, the NBA, is that like a temptation for you guys or is it very much, this is an all things to all sports fans kind of a play here?
Devin Poolman
>> It really is intended for all sports fans. The goal here is communities, and it's about bringing communities of fans together to celebrate what they love. And yes, that is fantastic when it's an NFL game, but I'm telling you, it's equally fantastic when it's the NCAA Women's Final Four. We just did that the other night. It was fantastic. We've gone down and we've done everything from lacrosse to PBR, bull riding, to women's volleyball, the national team for volleyball. And all of these events could be great events at Cosm. And that's again, part of the goal here is giving access to not just to the most obvious events, but to events of all kinds to these fans and give them a place to celebrate what they love.
Gemma Allen
>> I'm sure from a real estate perspective, it takes a while to stand up these venues. Talk me through the timeline here. You decide you want to bring this to Dallas, what's the decision to actual fans enter the stadium per period?
Devin Poolman
>> Yeah, it really starts by thinking about locations. And mind you, we see opportunities for Cosms all over the world and all over the US. So our ambition is well over 100 around the world, and you can imagine all the major markets in the US, but finding the right location is critical. So it's about the right partner and the right location itself within not just that city, but where in that city it needs to be. And then it's really, at that point, a 12 to 18 month timeline, depending upon what we're building, because these are just incredible facilities that do take time to build out. But when we build them out right, they really are great homes for fans.
Gemma Allen
>> So as a Chief Product and Technology Officer, let's talk about the tech side of this for a second. I mean, it's a very interesting time. We hear a lot about the inference era, especially in the world of AI factories, which we're very much in right now. We just came back from NVIDIA GTC. I think perhaps you guys probably, I'm sure you partner with NVIDIA.
Devin Poolman
>> We do.
Gemma Allen
>> It seems like everybody does. In terms of the challenges, the constraints, the bottlenecks right now, what's kind of keeping you up at night? What elements of this system and stack need to run at 100% grease for you to be like, sleep well?
Devin Poolman
>> Well, anytime you're dealing with live events in the scale of live events that we're doing, you're right, that resiliency is critical. And that's where the foundation that we've been able to build through that acquisition, for example, of Evans & Sutherland where our software has been driving these experiences for decades, mind you in planetariums and science centers and the like, but that foundation is the right jumping off point where we have great confidence in our tech stack to be able to drive these night in and night out from our venues. And then you're right, it's getting on the ground and being very smart about how we do our productions because we're traveling the world with kits that we might be producing an event from the UK, the next moment we're producing it from New York, the next moment we're producing it from South America. And all those events need to come and stream in correctly into our venues and present correctly. So it's a lot of work and that's where the ownership, the fact that we are vertically , the fact that it is our team on the ground, that's our team driving the infrastructure in the cloud, it's our team on the ground in the venues with our own software that allows us to have confidence to deliver these experiences regularly.
Gemma Allen
>> And your own background, Devin, you were at Fox for a while, which was a different problem. You were trying to get one picture on millions of screens across the country, if not hundreds of millions. This is a different technical challenge in that you're really about one experience. Making sure that that one stream for this audience that's in some way at least consolidated. What's technically more challenging? What's really changed in the space?
Devin Poolman
>> Yeah. So it is interesting because on one side, we're kind of pushing the boundaries. When I was at Fox, we're pushing the boundaries in terms of audience. Something like streaming the Super Bowl was an incredible challenge and something that the team has done an incredible job with there. Now here at Cosm, it's not just about streaming the Superbowl, it's not the number of people we're streaming to, it's the resolution. It is the quality of work that we're doing. It is being able to do that at incredible resolutions, incredible bit rates, incredible storage demands, and then combine that with just incredible graphic experiences. So when we present something like the Superbowl, this is a great example. It's not just about giving you that incredible live feed. In the opening moments, when the jets actually fly over the stadium at the Super Bowl, we actually have digital jets flying over our fans in Cosm. So the ability to take all that technology together and then also layer in the digital technologies like the graphics really creates the whole experience.
Gemma Allen
>> Let's talk about the future of VR for a second. It certainly gets a lot of press in terms of what it could bring opportunity-wise. If every household had a Vision Pro, for example, what are your thoughts? Where do you see this world shaping towards? Do you think we're going to see more and more VR at home? What are you hearing and even from customers competitively, I guess, in terms of how it would impact the business?
Devin Poolman
>> So I think it's important to think about VR, not just about VR in a headset scenario, but really think about immersive media more broadly, which effectively is capturing the real world and giving people a way to experience that real world. And that's where there's obvious connection between what we're doing and VR headsets, but what we're doing is we're taking that capture of these real world experiences, or by the way, these imaginary experiences, because we might also put you in the great hall at Hogwarts for Harry Potter, but nonetheless, transporting you there, our focus is on transporting you there with other people, putting you in the Shared Reality experience. So that's where there's this connectivity between VR and Shared Reality, which is transporting people. But for us, it's making sure we do so in a communal way that is a shared experience, no headsets involved, that sort of thing. We talked about VR headsets. I think there's certainly a world where those become more common and more every day, but it's a matter of what we can do today and the experience we can do today on our LED domes at Cosm is really incredible.
Gemma Allen
>> So outside of Hogwarts, I have a lot of Harry Potter fans at home, what are the other transferable opportunities here? I mean, is this something from the perspective of music, concerts, even historical footage? When I saw your company, I thought, "Wow, I'd love to watch old concerts with friends." Talk me through what you're thinking.
Devin Poolman
>> All the realm of the possible. And we certainly started anchoring around live sports. We knew that live sports would bringing fans together and we've shown that and we're able to do, again, over 400 live sporting events a year in our venues. Then we looked and expanded into what we call experiential cinema category. So the ability to take classic movies like The Matrix, like Willy Wonka, like Harry Potter, and bring that to life in an immersive way in our venues where the movie's the hero. So in these scenarios, that movie like Harry Potter, for example, you're watching the movie play out in an incredible, vivid picture, but it's the traditional rectangular 16X9 of the movie, but we're filling that whole experience around that movie to basically immerse you into those scenes. So we're taking you onto the Quidditch pitch, we're taking into the Great Hall, you're walking through the doors at Hogwarts all together as fans, and that is a new category that we're very excited about and has done very well in terms of fans embracing and coming out to Cosm, to see these events. Yes, music, something we'd love to do and something we expect to be exploring and announcing more work around in the future. And yeah, there's other categories. Anytime we can take somebody and take fans and transport them someplace, they can really help them enjoy that fandom in a unique way. That is a jumping off point for something we can do at Cosm and we'll be kind of expanding into more use cases like that in the future.
Gemma Allen
>> Well, certainly fascinating. I'm definitely very intrigued to try this myself, both personally and my kids. The Harry Potter example is particularly interesting, I'll tell you with little children, but finish us out here in terms of what's ahead. I know you're opening the stadium in Dallas this summer. What does the next 12 months look like for you guys at Cosm?
Devin Poolman
>> So it's really about making sure that we're bringing that experience, the experience that we know fans love in LA and Dallas, and we're bringing that to Atlanta, Detroit. And actually next year we're also opening in Cleveland and making sure that we deliver on the same fan experience that we've been able to show works in Los Angeles and Dallas. Obviously, we're very confident that we'll be able to do that, but we're heads down and making sure that we do that right, so that we serve the fans in those communities well. And then looking beyond those next three venues to expanding across the US internationally, making sure that we can bring Cosms all over the world.
Gemma Allen
>> Wow. Well, we wish you all the best. Maybe we'll be hitting you up for tickets at some point, Devin. Thanks so much for coming on the show.
Devin Poolman
>> All right, thank you.
Gemma Allen
>> I'm Gemma Allen coming from theCUBE Studio here at the New York Stock Exchange. This is AI Factories, part of our program here at NYSC Wired. Thanks for watching.
Gemma Allen