The Information

11/21/2025

Coinbase's new prediction market will allow wagers on events using cryptocurrencies as payments, a natural connection for the trading platform. Learn more:

Coinbase is preparing to launch a prediction market to allow its crypto clients to bet on events such as elections and sports, according to two people familiar with the matter. The market will be powe...

11/21/2025

The database provider Databricks could use new funds for acquisitions and to hire researchers to maintain its competitive pace with rival Snowflake, which currently has an $86 billion market capitalization. Read more:

Databricks, a database provider whose tools help customers develop and use AI, is in talks to raise money at a valuation of more than $130 billion, up around 30% from its valuation in a financing roun...

11/21/2025

A draft of the White House AI executive order directs Attorney General Pam Bondi to create a task force to challenge state AI laws on constitutional grounds. Learn more:

The White House is working on an executive order that will direct the Justice Department to sue states that pass their own laws regulating artificial intelligence, according to a draft of the order re...

11/21/2025

AI Agenda: OpenAI Co-founder Andrej Karpathy called Google's new Gemini 3 a "clearly a tier 1 LLM" and noted its strong performance across personality, writing, vibe coding, and humor. Read:

Before we get to Gemini 3, we want to highlight this morning’s news that former Harvard University President Larry Summers has resigned from OpenAI’s board of directors following a congressional commi...

11/21/2025

Visa and Mastercard Are Moving Fast Into Stablecoins

Visa and Mastercard are moving fast into crypto payments, looking for deals and ramping up offerings.

Read more from Yueqi Yang 👇
https://www.theinformation.com/articles/visa-mastercard-moving-fast-stablecoins?utm_campaign=Editorial&utm_content=Crypto&utm_medium=organic_social&utm_source=facebook

11/21/2025

Coinbase's next big move? Prediction markets.

Crypto reporter Yueqi Yang: "It's part of Coinbase strategy to become an everything exchange. So they started with crypto trading... But they're also hoping to bring more types of assets onto their platforms. And prediction markets is part of it."

Watch the full episode: https://thein.fo/4icoH8Z

11/21/2025

AMD's aggressive road map is putting pressure on its rival. Nvidia executives were caught off guard by AMD's claimed performance gains for the upcoming MI400 series and sought out analysts for clarity. Learn more: https://thein.fo/3LOC3MG

When Advanced Micro Devices holds offsite meetings with senior leaders, its executives often find themselves sitting at the poker table at the end of the night with one particularly skillful player of...

11/21/2025

Exclusive: OpenAI CEO Sam Altman says he’s bracing for possible ‘economic headwinds’ in ‘catching up’ to a resurgent Google.

Read more from Stephanie Palazzolo and Erin Woo 👇

OpenAI CEO Sam Altman told colleagues last month that Google’s recent progress in artificial intelligence could “create some temporary economic headwinds for our company,” though he added that OpenAI ...

11/20/2025

Dealmaker: In Las Vegas, Kalshi Is King

At Goldman Sachs’ Las Vegas startup summit, Kalshi was king and IPO hopes—and disappointments—were on display.

Read more from Cory Weinberg 👇

https://www.theinformation.com/articles/las-vegas-kalshi-king

For 15 years, Goldman Sachs’ private tech conference in Las Vegas has been the event for taking the pulse of startup dealmaking. Years ago, it was possible to run into founders such as Uber’s Travis Kalanick and Instagram’s Kevin Systrom raising money for their then-small startups. The ...

11/20/2025

Paige Hendrix Buckner, CEO of All Raise, discusses the challenges women and non-binary people face in venture capital.

"I can't tell you the number of times I've talked to folks who've said, 'I have a great track record, but my firm has promoted a man instead because they have stronger relationships internally or they have more power and influence’.'"

“I want to remind people that if you go back to the data, women and non-binary folks are competitive.”

Watch the full episode: https://thein.fo/4icoH8Z

11/20/2025

What is Nvidia’s strongest advantage in the AI race? Ben Bajarin, CEO of Creative Strategies, explains:

"Nvidia has the single largest installed base of GPUs both at the edge and in the cloud. And that number is increasing by an exponential."

"If Gemini was a 5 trillion parameter model, we're going to 10 trillion parameters. We're going to hit 20 trillion parameters. That demands unprecedented levels of compute. And that's just Jensen and Nvidia’s sweet spot."

Watch the full episode: https://thein.fo/4icoH8Z

11/20/2025

What is the bear case for Nvidia? Jay Goldberg, Senior Analyst at Seaport Research explains:

"Sure Nvidia has great products, but others are catching up. I think it's as simple as that…”

“[AMD has] closed the gap considerably… by 2027, they're going to be fully competitive… And probably more crucial is Nvidia is competing with all its customers. All the hyperscalers are designing their own silicon."

Watch the full episode: theinformation.com/titv/7xt2m