Issue No. 28Week ending Sunday, July 12, 2026622 episodes · 2741 articles
The Throughline ↓
The Podcast Summary.

10+ hours of podcasts, in 5 minutes.

⁠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.

Key takeaways

  • Glean founder Arind revealed his company spent $1 million per month on a single internal AI triage agent, deeming current AI model prices "absurdly expensive." Read more →
  • While AI shows clear productivity gains in areas like customer support, developer coding speed boosted by AI often fails to accelerate product shipping. Read more →
  • Most CEOs are shrinking teams with AI, believing it will drive efficiency and replace roles, seeing additional headcount as a drag on speed and product quality. Read more →

3 articles from this episode

More 20VC with Harry Stebbings episodes

Every 20VC with Harry Stebbings episode we cover →

The Sunday Email

Get next Sunday's issue in your inbox.

10+ hours of podcasts, distilled into one 5-minute read. Free, every Sunday.

Newsletters

For now, every subscriber gets both newsletters. No spam. Unsubscribe with one click.