Arvind Jain: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI

The Memo

Jul 11, 2026

Posted by

Arvind Jain is the Founder & CEO of Glean, the enterprise AI leader valued at $7.2 billion after raising more than $770 million from investors including Kleiner Perkins, DST Global, and more. Before Glean, Arvind co-founded Rubrik, helping build it into one of the world's leading cloud infrastructure companies before its successful IPO. Prior to that, he spent over a decade at Google as a Distinguished Engineer, working across Search, Maps, and YouTube.

In Today's Episode We Discuss:
  • The Shocking Truth About Frontier AI: 90% Is Already a Commodity

  • Can OpenAI & Anthropic Own Enterprise AI? The Battle for the Workplace Begins

  • Will OpenAI and Anthropic Win the App Layer

  • Microsoft Is the Real Enemy… Not OpenAI?

  • "Where's the ROI?" Why Enterprises Are Starting to Question the AI Hype

  • Will AI Replace Your Job? Harry & Arvind's Heated Clash Over the Future of Work

  • The Billion-Dollar Mistake Every AI Company Is Making on Token Spend

  • The AI Land Grab Is On: Why Founders Must Move Now or Lose Forever

  • China vs America: Who Really Wins the AI Race?

  • The Future of Computer Science, Hiring, Fundraising & AI's Biggest Winners

Share this post

Link copied

BACKSTAGE GALLERY

SUBSCRIBE NOW TO YOUR FAVOURITE PLATFORM

SUBSCRIBE NOW TO YOUR FAVOURITE PLATFORM

SUBSCRIBE NOW TO YOUR FAVOURITE PLATFORM

SUBSCRIBE NOW TO YOUR FAVOURITE PLATFORM

© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.