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

90% or greater of use cases can now be fully handled by many, many different models, including open source models. I think like for almost all other AI companies that are not doing frontier model training, they should see the model companies as a as a huge asset. So once you move towards consumption, There's no inherent bundling advantage. You have to do 10 times the work to get the same amount of revenue from your customers.

This is 20 VC with me, Harry Stebbings. Now, I have to admit, I started fasting. And the trouble with fasting is you can get a little bit hangry. Now, I did this show late in the afternoon and Arvin Giin, the incredible founder of Glean, is one of the technology luminaries of the last decade.

He founded Rubrik before, which obviously IPOed very successfully and is a brilliant public company now. He's gone on to found Glean, an incredible business today that's raised money from Kleiner Perkins and many other great investors. And I was, I would say, divisive in this show. I'm almost slightly nervous to listen back because I really pushed him in a way that I probably don't push other guests, but It actually led to one of the most phenomenal discussions that we've had in recent times on the show, which made me think I should probably be hangry a little bit more, but it was a great show.

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