The Information's TITV Amazon & Apple Quarterly Results, Crypto Boosting Private Market, AI Customer Service | Oct 31, 2025
Oct 31, 2025
Varun Sivaram, Founder and CEO of Emerald AI, reveals how his startup aims to alleviate energy issues in AI data centers with innovative software solutions. Yueqi Yang, a crypto reporter, discusses Kraken's skyrocketing valuation and the renewed excitement in private crypto markets. Natasha Mascarenhas from The Information elaborates on Benchmark's unconventional investment strategies in AI, emphasizing a selective approach. The conversation also touches on emerging trends in AI customer support and Apple's strategic developments.
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Capture Value From Faster Data-Center Connections
- Monetize flexibility by capturing value from faster grid connections and expanded data-center capacity.
- Price software as a share of the outsized net present value gained by earlier cloud service launches.
Crypto Private Valuations Chase Public Multiples
- Crypto private valuations are surging as investors price firms like Kraken nearer to Coinbase multiples.
- Eased U.S. regulation and IPO hopes are pushing private-market enthusiasm and higher pre-IPO rounds.
Coinbase Scales By Listing More Tokens
- Coinbase grew revenue 55% by expanding tradable tokens and trading activity during the quarter.
- The firm is also pushing into payments and staking to diversify beyond exchange trading fees.