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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

They're no longer model companies only.

Yeah, well, I mean, if you think about like, you know, first of all, like, you know, these two labs, they're very fundamentally different businesses.

OpenAI, of course, has amazing consumer product.

And Anthropic, actually the interesting thing that is happening is people are actually building on top of their platform.

And so when you think about Anthropic, right now, there are a lot of folks who are actually developing automations and skills and everybody's sort of, they're creating these MCP servers to their internal systems, getting connected all to cloud.

So there's an ecosystem actually that's being developed.

So they very much, you should consider them an application level company, not just a model company.

Well, we've been telling customers, I believe that majority of enterprise workloads will actually be on open source models in three years for sure.

Well, for us, they are one of our most significant competitors and the bundling strategy actually works.

And you have to fight against that.

Luckily, there's always been room for best of breed software and people and all customers think of us exactly like that.

If you are trying to actually bring a great search product, if you're trying to build a horizontal comprehensive AI platform, they know that we do it better.

So companies are willing to invest on top of that as part of the bundled product suite from Microsoft.

But the other thing is actually is maybe making bundling not as effective of a strategy anymore is the fact that AI is moving towards consumption-based models.

So once you move towards consumption, there's no inherent bundling advantage.

And as a business, I can get six tools and I let the users choose where they want to do their work.

Wherever they do their work, I have to pay for it for that particular unit of work.

So consumption can ultimately break that bundling strategy.

That is true.

But I think the, I would say that if you go and talk to companies that have been on the other side of the Microsoft, you know, onslaught, most of them will talk about pricing as the main killer.

Showing 121–140 of 456 · page 7 of 23