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

How do they actually use these AI technologies, but still retain control?

And all the compounding learnings that happen with AI, they belong to the enterprises.

That's something that's happening now.

So I think we are at a real inflection point with open source.

Part of it, you're waiting on the open source models to actually get better.

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 a annual budget for AI, and they run past that within a month or two.

Yeah.

So that has really accelerated that desire for open source.

And that coupled with the fact that we now have really good models in open source.

What do they care about?

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 it'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.

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