Jain: the model layer is definitely commoditizing for most enterprise use cases
Arvind Jain · Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings · Jul 11, 2026 · at 12:35
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Save the cut (mp4) →“90% or greater of use cases cannot be fully handled by many, many different models, including open source models. So there's definitely there's definitely commoditization from that perspective. In fact, like, you know, we are clean that's actually one of our core value as to our customers, you know, which is cost control. We will actually tell them that, Hey, look, you know as people actually complete their tasks on our platform, we actually pick the right model for you. And if you're okay with using open source models we'll use them, you know, when we think it's appropriate, when it's going to generate A higher quality answer.”
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