Will Consolidation Happen in the Agent Market?

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

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