Issue No. 28Sunday, July 12, 2026250 episodes · 1007 articles
The Throughline ↓
The Podcast Summary.

40 hours of podcasts, in 5 minutes.

Business20VC with Harry Stebbings

⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder

With Harry Stebbings, Arind · Sunday, July 12, 2026

Harry Stebbings interviews Arind, founder of Glean, discussing the competitive dynamics of the AI landscape. They cover the shift towards open-source models in enterprise due to cost and control, the challenge of measuring AI ROI, Microsoft's bundling strategy, and the future impact of AI on team size and job roles. Arind provides insights into the commoditization of the model layer and the unsustainable funding environment for some startups.