Glean founder Arvind Jain argued on 20VC that the AI era will produce bigger companies, not leaner ones, predicting his company will grow from 1,000 to as many as 10,000 employees within five years driven by "composite roles" that merge engineering, product, and design. Jain stated that open-source models can now handle 90% or more of enterprise AI workloads at one-tenth the cost of frontier models from OpenAI and Anthropic, fundamentally upending the model layer economics. He revealed that Glean's own AI triage agent cost $1 million per month in inference — more than the 15-person human team it replaced — and called current AI pricing "absurdly expensive." The agent handled 95% of incidents automatically, but Jain noted "the cost was higher than the human team." He sees pure data analyst and HR sourcer roles disappearing. Jain noted the tipping point came around mid-2026 with the arrival of GLM 5.2, a Chinese open-source model, and that on OpenRouter, the six most-used models are now Chinese; Anthropic's Claude sits at number seven.