The Ledger

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Disclosure
Jain: Glean's triage agent handles 95% of issues at an absurd $1M a month
“I would say it's absurdly expensive. I'll give you an example. We had this, we have a really cool triage agent for engineering. You know, and we have 15 people team on call team that was supposed to, that their work was to actually triage Every single producti…”
Arvind Jain Jul 11, 2026 ▶ 33:26 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Disclosure
Jain: Glean loses more sales to Microsoft Copilot than to frontier labs
“If we look at our experience with as we go and prospect the, I think we would hear this answer more often that, well, like, you know, we are a Microsoft customer and we already have, you know, we're getting co-pilot. And so, therefore, like, it doesn't make se…”
Arvind Jain Jul 11, 2026 ▶ 20:07 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Disclosure
Jain: Nearly 100% of initial code at Glean is AI-generated
“Now it's probably about almost a hundred percent. Like, nobody's actually, like, writing the initial code, you know, by hand anymore.”
Arvind Jain Jul 11, 2026 ▶ 23:46 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Disclosure
Jain: Glean raised Series C at $1B+ valuation on sub-$5M revenue
“I would say, like, our series C probably felt the most I guess you could say the most expensive, because we barely had any business, like, definitely, like, you know, sub two or three million dollars, maybe five million dollars, I don't remember exactly, but t…”
Arvind Jain Jul 11, 2026 ▶ 42:32 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Disclosure
Jain: Shifting Glean from capital discipline to aggressive spending
“I've always personally, like my style has been a little bit too disciplined to be the right strategy anymore. I get that feedback from my team that, you know, we are trying to be conservative. We're trying to make sure that our capital goes a long way. And in …”
Arvind Jain Jul 11, 2026 ▶ 43:58 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Disclosure
Jain: Glean never proactively raised funds after its first round
“So first, actually, we never actually went out to race you know, except for our first round of the company, you know, we always had somebody come in, and it was a relationship that got built over some time, and kind of became the de facto, like, you know, that…”
Arvind Jain Jul 11, 2026 ▶ 42:12 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
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