The Information

08/12/2025

The Information's Yueqi Yang on crypto treasury stocks cooling down.

"Their valuations have come down, and in some cases, the valuation of the stock is lower than the underlying value of the crypto that they hold."

Watch the full episode on https://bit.ly/3TLISQ0.

08/12/2025

Meta's push to improve its AI-powered audio capabilities is evident in its recent actions. The company also recently acquired PlayAI and hired Johan Schalkwyk, who led machine learning at another voice AI startup, Sesame.

Meta Platforms has acquired WaveForms AI, a small startup working on artificial intelligence capable of understanding emotion and mimicking it in audio form, according to a person with direct knowledge. The acquisition comes as Meta continues to overhau...

08/12/2025

Jeremy Allaire, CEO of Circle, on the companies’ biggest challenge.

"Post IPO and post the Genius Act becoming law, we've seen an incredible amount of inbound interest in working with us. From major financial companies in every sector of finance, from major internet-based businesses to large corporations… all around the world."

"One of our greatest challenges is really prioritizing and… being able to scale into that opportunity space."

Watch the full episode on https://bit.ly/45mNWzt.

08/12/2025

The rapid revenue growth of AI startups, such as OpenAI's monthly revenue doubling this year, is enticing investors and pushing total startup investing towards a five-year high. Learn more: https://bit.ly/4mHm946

Last year, when money was surging into artificial intelligence startups, even some venture capitalists involved in those deals worried that the high costs of AI and unreliable demand from businesses were setting up many startups for disappointment. Such...

08/12/2025

Despite the challenges, investors are pouring capital into AI coding startups. Over $4 billion in venture capital has been invested into these companies at increasingly high valuations, with investors focusing on rapid revenue growth. More:
https://bit.ly/4fryrLb

At Replit, a maker of artificial intelligence–powered programming tools, the launch of a new coding agent last September put its sales into overdrive. Annualized revenue at the startup surged to more than $32 million in February from a measly $2 million...

08/12/2025

Jeremy Allaire, CEO of Circle, on diversifying revenue.

“We're trying to build the largest regulated stablecoin network in the world.”

"We've primarily monetized the money stock on the network and we built many, many different types of partnerships to drive and grow that distribution.

“And now… in the last year, we started to build out many other products."

Watch the full episode on https://bit.ly/46wcA2X.

08/12/2025

Watch Now: The Information’s TITV

Circle CEO Jeremy Allaire on Q2 Earnings; Crypto Treasury Stocks; Xero’s Growth Strategy; and Mako’s Seeding Round.

Tune in on https://bit.ly/46SfNu3 or on The Information App.

Watch TITV. Today's breaking tech & finance news featuring exclusive reporting and expert voices from industry insiders. Watch live weekdays at 10a PT / 1p ET, or see our previous recordings.

08/12/2025

The Information’s TITV is first in tech news and analysis from the people that break and shape the story. The rest is just commentary.

Watch every weekday at 10 am PT/ 1 ET on The Information.com, App, YouTube, X—and on demand wherever you get your podcasts.

08/12/2025

Today on The Information’s TITV:

-Jeremy Allaire, CEO of Circle, on Q2 Earnings

-The Information’s Yueqi Yang on crypto treasury stocks

-Sukhinder Singh Cassidy, CEO of Xero, on their growth strategy

-Waleed Atallah, CEO of Mako, on their latest seed round

📺 Tune in at 10 am PT / 1 pm ET on

Watch TITV. Today's breaking tech & finance news featuring exclusive reporting and expert voices from industry insiders. Watch live weekdays at 10a PT / 1p ET, or see our previous recordings.

08/12/2025

Corporate dynasties are common in traditional industries, but rare in Silicon Valley. Jensen Huang's children have joined Nvidia, while children of other prominent founders like Bill Gates and Steve Jobs have not.

Read more:
https://bit.ly/4fEKk0z

At an all-hands meeting earlier this year, Nvidia CEO Jensen Huang received a question that prompted him to talk about a personal topic: nepotism at Nvidia. In response, Huang acknowledged that Nvidia had indeed hired the children of many employees and ...

08/12/2025

Today Jeremy Allaire, CEO of Circle, joins TITV.

Tune in at 10 am PT / 1 pm ET on https://bit.ly/46wcA2X

08/12/2025

The new chip tariffs could pose challenges for Japanese chip manufacturers. Companies like Sony Group, Kioxia Holdings, and Rapidus do not have U.S. plants, and it's uncertain if the electronics and cars containing their chips would be subject to the new tariffs.

Learn more: https://bit.ly/3HmeSaG

President Donald Trump's plan to impose 100% import tariffs on semiconductors is unlikely to affect the advanced chips designed by Nvidia and big U.S. tech firms for artificial intelligence. But depending on how the tariffs are applied, they could raise...