The Information's TITV ‘Neolabs’ Rivaling OpenAI, New Finishing School for Founders, Circle’s Q3 Earnings | Nov 12, 2025
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Nov 12, 2025 
Join Circle CFO Jeremy Fox-Geen as he reveals impressive USDC growth and discusses potential native tokens for the ARC blockchain. AI reporter Stephanie Palazzolo dives into the rise of 'NeoLabs,' a new wave of AI startups raising $2.5 billion to challenge major players like OpenAI. Sam Lessin shares insights on his Etiquette Finishing School for founders, aiming to instill humility and cultural awareness. Finally, Aaron Holmes analyzes the competitive landscape of enterprise AI agents, highlighting emerging trends and market shifts.
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Stablecoins As Internet Money Infrastructure
- Circle sees USDC and ARK as layers of a new internet financial system enabling faster, cheaper global money movement.
- Jeremy Fox-Geen stresses interoperability, liquidity at scale, and partnerships as the coin's real value.
Utility Grows Faster Than Supply
- On-chain USDC transaction utility grew far faster than circulation, highlighting transaction volume importance.
- Circle links growth to digital-asset markets, dollarization, and cross-border payments demand.
No Issuance-As-A-Service Yet
- Circle currently has no near-term plan to offer stablecoin issuance-as-a-service.
- Jeremy Fox-Geen: "never say no" but it's not on the immediate roadmap.