The Information's TITV

Glean's AI Data Wars, Serena Ventures' New Fund, and Google's New AI "Fixer" | July 31, 2025


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Glean Founder & CEO Arvind Jain talks with TITV Host Akash Pasricha about the "gloves are off" phase of the AI data wars. We also talk with Beth Ferreira, General Partner at Serena Ventures, about her fund's unique strategy and plans to raise a new, larger fund, and Gorkem Yurtseven, Co-Founder of fal.ai, about his company's explosive growth to a $95 million revenue run rate. Lastly, we break down the profile of Google's new Chief AI Architect with our reporter Erin Woo.

This episode also covers OpenAI hitting $12 billion in annualized revenue, Figma's IPO debut, and the latest earnings from Meta and Microsoft.

Articles discussed on this episode: 

    • https://www.theinformation.com/articles/googles-new-ai-architect-plans-spread-gemini-everywhere 
    • https://www.theinformation.com/articles/openai-hits-12-billion-annualized-revenue-breaks-700-million-chatgpt-weekly-active-users
    • https://www.theinformation.com/articles/microsoft-meta-bonanza-june-quarter


  • TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET.


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