Person

Arvind Jain

Founder & CEO, Glean

Artwork for 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
20VCArvind Jain

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

Arvind Jain argues enterprise AI is already commoditized at the model layer, with the real moat shifting to context, control, and workflow orchestration. He also pushes back on the idea that AI automatically shrinks teams, saying AI should make companies bigger, faster, and more ambitious.