Arvind Jain

speaker

456 appearances 1 recordings 1 series first heard Jul 2026 last heard 11 Jul

Arvind Jain’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 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 · 11 Jul 2026 podcast

90% or greater of use cases can now be fully handled by many, many different models, including open source models.

I think like 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.

Which one are you?

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.

No, 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.

Like, think about Glean, like, you know, it's fundamentally different from Rubrik in all ways possible, right?

And 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, 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.

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 over time, as AI models got better, so it evolved into an AI platform.

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