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

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 Anthropica have become.

So it's a huge asset, but neither is it a requirement, nor is it a savior.

Oh, 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 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, is 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 without that help.

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, we 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 picked 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.

This is actually so new.

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