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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NeoLabs Focus On Niche Techniques
- NeoLabs pursue diverse techniques: human-centric RL, many-agent systems, and automating AI research.
- Each lab focuses intensely on a niche they believe larger labs underprioritize.
Raise Now Because Markets May Tighten
- Many founders raise now because VCs are abundant and future funding may tighten.
- Investors also diversify by backing multiple labs to avoid concentration risk in big incumbents.
Founder Finishing School Origin Story
- Sam Lessin recounts attending a finishing school as a child and later launching one for founders.
- He argues founders must show humility and build trust in today's AI-driven policy climate.