The Information's TITV Nvidia Bull vs. Bear, White House AI Executive Order & Coinbase Prediction Market | Nov 20, 2025
Nov 20, 2025
Ben Bajarin, CEO and Principal Analyst of Creative Strategies, makes a strong case for NVIDIA's growth due to AI-driven demand, while Jay Goldberg from Seaport Research raises concerns over competition and market risks. Yueqi Yang, a crypto reporter, discusses Coinbase's upcoming prediction market collaboration with Kalshi, highlighting regulatory challenges. Paige Hendrix Buckner, CEO of All Raise, addresses the gender gap in venture capital, emphasizing the need for inclusive practices and measuring true influence in VC decision-making.
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NVIDIA Is Central To The AI Build-Out
- NVIDIA's recent quarter shows accelerating AI-driven revenue growth and intense market interest.
- The company sits at the center of an expanding AI compute build-out shaping multiple industries.
Demand Uncertainty Drives The Bear Case
- Jay Goldberg frames the bear case around end demand and customers' ability to pay for NVIDIA chips.
- He argues rising signs show it may become harder to finance and sustain that demand.
Early-Stage AI Means Growing Compute Demand
- Ben Bajarin argues we are in the early stages of AI adoption and compute needs will expand massively.
- He sees large, sustained demand supporting NVIDIA's growth thesis.