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Snap's AR Bet, OpenAI's Google Dependence & VC Predictions | Aug 22, 2025

The Information's TITV

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Exploring AI's Impact on SaaS and Stock Performance

This chapter explores the influence of AI on SaaS reporting, noting its primary effects on SEO rather than market competition. The hosts further analyze the differing stock performances of Salesforce and Snowflake in the context of AI infrastructure and applications.

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