The Information's TITV Why Data Is AI's Biggest Problem, Solana's ETF Ambitions & Your AI Shopping Agent | Aug 21, 2025
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Aug 21, 2025 In this engaging discussion, Lauren Kolodny, a founding partner at Accru Capital, dives into the intersection of AI and finance. She shares insights on the critical need for quality data in training AI models and the new challenges emerging from data scarcity. The conversation also explores Solana's ambitious push for regulatory approval in the crypto space and how AI is transforming consumer fintech with innovative solutions. Kolodny highlights the rise of agentic commerce, emphasizing AI's role in revolutionizing e-commerce and financial access.
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Platform For Compliant Training Data
- Protege builds a platform that connects data owners to model builders while adding privacy and transformation tools.
- The company combines a partner network with technology to deliver tailored, high-quality training data at scale.
Data Is AI's Underserved Bottleneck
- Data is the biggest bottleneck in AI compared with compute, energy, and models for which large incumbents already exist.
- The market lacks a neutral clearinghouse that connects diverse data providers to model makers, creating a large opportunity.
Prepare For Evolving Data Pricing
- Expect flexible pricing to persist as the market matures, starting with flat fees tied to data volume.
- Prepare to transition to usage- or outcome-based models as tooling improves to trace inputs and downstream value.