Nvidia Bull vs. Bear, White House AI Executive Order & Coinbase Prediction Market | Nov 20, 2025

Seaport Research’s Jay Goldberg and Creative Strategies CEO Ben Bajarin debate the future of NVIDIA, covering everything from the bear case on demand to the bull $350 billion revenue forecast and the Jensen factor. We also talk with The Information's Sylvia Varnham O'Regan and Aaron Holmes about exclusive reporting on a White House draft executive order that aims to block states from regulating AI. Next, Crypto Reporter Yueqi Yang breaks down Coinbase's plans to partner with Kalshi to launch a prediction market. Lastly, we get into the gender gap in venture capital with All Raise CEO Paige Hendrix Buckner.Articles discussed on this episode:https://www.theinformation.com/articles/white-house-working-executive-order-foil-state-ai-regulationshttps://www.theinformation.com/articles/next-state-ai-laws-trump-orderhttps://www.theinformation.com/articles/coinbase-launch-prediction-market-powered-kalshiTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda