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 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.

AGENDA:

00:00 – The Shocking Truth About Frontier AI: 90% Is Already a Commodity
02:04 – Can OpenAI & Anthropic Own Enterprise AI? The Battle for the Workplace Begins
10:18 – Will OpenAI and Anthropic Win the App Layer
18:03 – Microsoft Is the Real Enemy… Not OpenAI?
20:53 – "Where's the ROI?" Why Enterprises Are Starting to Question the AI Hype
26:00 – Will AI Replace Your Job? Harry & Arvind's Heated Clash Over the Future of Work
33:43 – The Billion-Dollar Mistake Every AI Company Is Making on Token Spend
39:20 – The AI Land Grab Is On: Why Founders Must Move Now or Lose Forever
42:20 – China vs America: Who Really Wins the AI Race?
47:20 – Rapid Fire: The Future of Computer Science, Hiring, Fundraising & AI's Biggest Winners