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SOURCERY Prediction Open · timeframe Jul 2028
Jain: Open source models will dominate AI inferencing within two years
“Well, I think open source models are going to dominate AI inferencing. You know, you'll see in the next two years, we'll shift to where's almost no open source to where's going to be almost all open source.”
Arvind Jain Jul 19, 2026 ▶ 31:47 SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
20VC Prediction Open · timeframe Jul 2029
Jain: Majority of enterprise AI workloads will be open source within three years
“Well, we've been telling customers, I believe that majority, majority of enterprise workloads will actually be on open source models in three years for sure.”
Arvind Jain Jul 11, 2026 ▶ 17:21 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
20VC Prediction Open · timeframe Jul 2031
Jain: Glean aims to grow headcount to 5,000 within five years
“Well, hopefully, you know, 5000. We're gonna grow.”
Arvind Jain Jul 11, 2026 ▶ 29:33 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
20VC Prediction Open · timeframe Jul 2031
Jain: AI inferencing costs will drop by orders of magnitude
“I think good technologies figure out how to make technology really, really cheap, and it's gonna happen here too. That's my belief. Like, you know, you're going to see it. You're going to see inferencing costs come down by orders of magnitude.”
Arvind Jain Jul 11, 2026 ▶ 36:00 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
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