The Information's TITV
The Information's TITV
The Information
‘Neolabs’ Rivaling OpenAI, New Finishing School for Founders, Circle’s Q3 Earnings | Nov 12, 2025
32 minutes Posted Nov 12, 2025 at 7:43 pm.
0:00
32:34
Download MP3
Show notes

Circle CFO Jeremy Fox-Geen talks with TITV Host Akash Pasricha about USDC's 108% growth and the possibility of a native token for the ARC blockchain. We also talk with The Information's Stephanie Palazzolo about Neolabs, the new group of AI startups that have raised $2.5 billion to challenge OpenAI and Anthropic. Sam Lessin, General Partner at Slow Ventures, gives us an inside look at his Etiquette Finishing School for founders, and we get into the enterprise AI agent turf war with The Information's Aaron Holmes.


Articles discussed on this episode:

https://www.theinformation.com/articles/snowflake-sierra-every-enterprise-software-firm-selling-ai-agents

https://www.theinformation.com/articles/investors-chase-neolabs-outflank-openai-anthropic


TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.


Subscribe to: 

- The Information on YouTube: https://www.youtube.com/@theinformation

- The Information: https://www.theinformation.com/subscribe_h


Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda