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
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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
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 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 Anthropic.
It's actually sort of net new always.
Or I think it's expanding the market.
For example, now in design, the designers still use Figma, but the non-designers are using cloud design.
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 cloud.
Well, they're 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, Cloud can also connect with enterprise systems through MCP.
So what's different?
What can Glean 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.
That's the largest application or use case for AI in the world today is, in fact, information seeking and question answering.
It's actually very advantageous.
It's the thing that helps you, but it's the thing that's not going to carry you.
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