YouSaid · the spoken record

Arvind Jain

lines on the record
66
first
2026-07-11
most recent
2026-07-11
sittings or episodes
1
sources
podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

  1. “I think this is what if something goes wrong, there's always paranoia and fear. What if there's a backdoor, some backdoor that we don't have an understanding that could be a backdoor? So there are some concerns. There's also if you use these models and if it becomes a known thing, then it could be used against you in some ways by your competitors and things like that. So a variety of factors is, but ultimately it again boils down to who's willing to be bold because this is a new thing. Like, you know, in large enterprises have to make this move and the early movers will make the move first and then it'll become a more normal thing.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  2. “This is actually so new. I would say that open source truly coming to within three months of frontier capabilities has just happened literally like a month back or not even a month, right? You know, I would say JLM 5.2 is the very first time where our own team, for example, feels comfortable that now we can run majority of our workloads on that model. So we are yet to find what people are going to tell us. From a point of view of open source and using the model, everybody's going to be fine. The question is going to be, are they okay with the Chinese model or not? That's the only question is not open source versus closed source.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  3. “So, one thing is clear. Let's talk about enterprise use cases. 90% or greater of use cases can now be fully handled by many, many different models, including open source models. So there is definitely commoditization from that perspective. In fact, like V at Lean, that's actually one of our core value adds to our customers, which is cost control. We will actually tell them that, hey, look, as people actually complete their tasks on our platform, we actually pick the right model for you. And if you're okay with using open source models, we'll use them when we think it's appropriate, when it's going to generate a high quality answer.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  4. “I would say absolutely don't worry about that. I think as a founder, you have to actually solve problems, not worry number one. Yes, you know, like you have to always anticipate what they're going to do. You have to see their current capabilities. But I think for almost all other AI companies that are not doing frontier model training, they should see the model companies as a huge asset, not a competition, in my opinion. We actually believe that everything that Anthropic is doing, everything that OpenAI and Google is doing, as well as all the innovation that's happening in open source, there's great news for us. We don't worry about that and don't think of that as competition. In fact, they've allowed us to actually deliver a product that we could never, you know, without that help.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  5. “It's actually very advantageous. It's a thing that it helps you, but it's a thing that's not going to carry you. So for us, we actually get a lot of credit for being the first enterprise AI company in the world, the first ones to actually bring Rag into the enterprise, the first ones to build conceptual semantic search. And so that actually gives us that brand the right to compete in this market, even though now we're much smaller compared to the giants that OpenAI and Anthropic have become. So it's a huge sort of asset, but neither is it a requirement, nor is it a savior.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  6. “Was it already doing it? Or whether they're doing it or not, we actually face that competition every day with enterprise customers. People often ask us, well, I mean, Claude can also connect with enterprise systems through MCP. So it's different. What can Clean do, which Cloud cannot? So we have to go and explain what context really is and why it is actually complicated to actually build it. So we are competing. In fact, actually, I would say that they probably started to compete with us before others because if you think about Cloud Co-Work as an application or cloud desktop, the primary use case for that has always been question answering, right? That's the largest application or use case for AI in the world today is in fact information seeking and question answering.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  7. “First of all, I think we should be careful in terms of what they've actually done for Figma or legal space or finance space. They are launching these sort of vertical packs, but I think they're quite. Quite shallow, in my opinion. And I don't actually know of people who are sort of moving their workload entirely from Figma or, for that matter, from any other tool to entropic. It's actually sort of net new always. Or I think it's expanding the market. Like, for example, now in design, the designers still use Figma, but the non-designers are using cloud design, right? I mean, so that's sort of what we're seeing is that AI is making things simpler. So if people are not experts on the primary users of that particular tool, they can actually start to do some of that work with Claude.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  8. “I think right now the open source drive is coming from the cost point of view. There are certain businesses, of course, that have the requirements to actually keep all the inferencing workload within their own private data centers. When AI just came, companies were a lot more afraid of getting their data outside of their own control and model companies training with their data. But that sort of is a fear that's no longer there. People believe that the model companies are going to be responsible and not train their models on enterprise data so long as I've signed up for the right kind of contract. So right now the drive is coming from cost.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  9. “So that is really accelerated that desire for open source. And that coupled with the fact that we now have really good models in open source.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  10. “That's something that's happening now. So, I think we are at a real inflection point with open source. Part of it, you know, like you're waiting on the open source model size to get better. You know, the desire has been there for many, many years. There's no enterprise that we talk to which is okay with saying that, hey, look, I can get my work done with OpenAI or with Anthropic and I'm good. Everybody wants to make sure that they are in control of their destiny, that they get to use many of these models, and now given that AI has become so expensive, you probably hear stories all the time about companies coming up with an annual budget for AI and they run past that within a month or two.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  11. “I mean, depending on the enterprise, yes, well, look, you know, if we are talking about fundamentally changing how people work and if we are saying that majority of the work that we do today is going to be done by an agent which is fully powered by one of these frontier model companies, then in some sense like you've now transferred a lot of your operations to these technology providers. This is more than technology dependence. This is actually real sort of operational dependence.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  12. “One, they're terrified of them, like in the sense that just like every software company is worried about that, hey, will we be in business? Will the models eat it all? Similarly, enterprises leaders also worried that is their sort of core IP, their data, their information, as well as their way of learning, their way of doing things? Like, would it all be, will they be subject to too much of technology dependence on these model providers? So that feeling is there for sure. But I think what he said was that AI is not working in the enterprises, then everybody's afraid to actually say so, because it's not a cool thing to say.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  13. “So glean is an enterprise AI company. We started as a search company for businesses, so help an employee quickly find information that they need. That's sort of buried across one of hundred or thousand different systems inside their company. So that was sort of like how we started. It's a Google for your work life. But then overtime as AI models got better. So it evolved into an AI platform. So today, the way to think about glean is that first. It says superset of chat GPT, Claude, Gemini, all of those combined into one product experience. It's a co-worker for your employees. And it's connected to all of your company's context, how work happens inside your company.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  14. “Because I think number one, like every time you do a new company or start a new project, it's sort of like starting from scratch, in my opinion. Like, you have some good lessons from before, but it's a new world, it's a new environment. Think about Glean. It's fundamentally different from rubric and always possible, especially in the world of AI. I think you have to think that way, because there is a disruption every single day. And if you start to focus more on sort of keep building on what you've already built, like that's the winning mindset that you're winning with something, you want to sort of double down on it. I think that's not sufficient in this new AI world.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  15. “That's a good question. I think I would probably say the latter. I'm always worried about what can go wrong, and that keeps me up at night.”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source

  16. “90% or greater of use cases can now be fully handled by many, many different models, including open source models. I think for almost all other AI companies that are not doing frontier model training, they should see the model companies as a huge asset. So once you move towards consumption, there's no inherent bundling advantage. You have to do 10 times the work to get the same amount of revenue from your customers”

    2026-07-11 · The Twenty Minute VC · 20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean · IDENTIFIED FROM THE TRANSCRIPT · source