The Information's TITV Glean's AI Data Wars, Serena Ventures' New Fund, and Google's New AI "Fixer" | July 31, 2025
27 snips
Jul 31, 2025 
Arvind Jain, Founder and CEO of Glean, discusses the fierce landscape of AI data wars and advocates for user data ownership. Beth Ferreira, General Partner at Serena Ventures, shares insights on her fund’s unique investment strategies and upcoming fundraising goals. They also touch on Gorkem Yurtseven's impressive growth with fal.ai, which focuses on AI-driven media solutions. Additionally, the talk highlights Google’s new Chief AI Architect and the competition between Gemini and OpenAI, revealing critical shifts in the tech industry.
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AI Data Access Debate
- AI companies need access to business data to create value for customers.
- Openness and interoperability in enterprise SaaS is vital for innovation and customer benefit.
Customer Choice Drives Openness
- Customers will choose vendors that allow unrestricted access to their data.
- Competition among vendors will enforce openness in enterprise data ecosystems.
AI Empowers Existing SaaS
- AI will enable existing SaaS companies to enhance user experiences rather than replace them.
- User habits change slowly, so established platforms have a big advantage incorporating AI.