model business

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 11, 2026 by Arvind Jain · across every show →

Everything said about model business, oldest first

Jul 11, 2026 bearish

Opinion

Jain: Standalone AI model business is not as lucrative as expected

“I think the model business, you know, on its own is, is actually probably not as lucrative as everybody believes, but these companies now have a lot more things.”

Arvind Jain Jul 11, 2026 ▶ 16:04 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings

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model business

Everything said about model business, oldest first

Turn any episode into a week of clips.