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.

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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

I would say that open source truly coming to within three months of frontier capabilities, that has just happened literally like a month back or not even a month.

I would say GLM 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 here.

It's not open source versus closed source.

I think it's just, what if something goes wrong?

There's always paranoia and fear.

What if there's a backdoor, some backdoor that we don't even understand, then 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 that is...

But ultimately, it again boils down to who's willing to be bold, because this is a new thing.

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.

I do feel like the model business on its own, regardless of, forget open source for a minute, there is plenty of competition even within the labs and more and more companies are coming into that space.

So in that fierce competition, even in a three-way race, I think you can actually get a good amount of pricing pressure.

And now, of course, with open source, it actually is an order of magnitude cheaper prices.

I actually heard rumors that OpenAI was going to drastically reduce their model prices in response to these developments, like competition and open source.

The model business on its own is actually probably not as lucrative as everybody believes, but these companies now have a lot more things.

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