The Information's TITV Claude Mythos’ Immense Power, Microsoft’s GitHub’s Growth & Outages, Is Nvidia Worth 400% More?
27 snips
Apr 8, 2026 
Tomasz Tunguz, venture investor focused on AI startups, on Anthropic’s Claude Mythos, security risks and when it might rival Nvidia. Ken Brown, senior finance editor, on a cash-based Holt valuation that puts Nvidia’s price in perspective. Aaron Holmes, Microsoft reporter, on AI agents flooding GitHub and causing outages. Yueqi Yang, crypto reporter, on Polygon Labs’ potential $100M pivot into stablecoin payments.
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Compare Gross Versus Net When Judging AI Revenue
- Revenue reporting differences matter: OpenAI may report revenue net of partner/channel costs while Anthropic may report gross, which can distort direct top-line comparisons.
- Tunguz acknowledges he hasn't quantified these channel cost differences yet.
Polygon Assembles A OneStop Stablecoin Payments Stack
- Polygon Labs is assembling payments stack components to offer stablecoin processing, including wallet and on/off-ramp acquisitions, aiming to be a single counterparty for merchants.
- Yueqi Yang reports Polygon agreed to buy a wallet provider and CoinMe to convert USD to stablecoins.
Stablecoin Payments Is Competitive But Attracts Acquisitions
- Stablecoin payments is crowded but active in bear market financing; Stripe, Coinbase and crypto-native firms compete with different merchant networks and regulatory postures.
- Yueqi notes Stripe's acquisitions and Coinbase's lack of merchant network as differing advantages.