The charts behind Gemini's decline — agentic AI risk and Coinbase's AI payments

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We recently launched a a searchable archive of every chart, diagram and data visual published in The Information's reporting. Our Our charts condense months of sourcing and analysis into a single view — clarifying how new technologies translate into business models, competition and market outcomes.

Below are three charts from that archive that track how agentic AI is moving into payments, surfacing as a competitive risk and playing out in public markets.

Gemini Comes Down to Earth

This chart follows the crypto exchange's stock since its IPO, which is now worth less than a third of its September listing price.

Agentic AI as a Competitive Risk

This chart tracks when public software companies first disclosed agentic AI as a competitive threat in filings, showing a sharp increase in mentions through 2025 and into 2026.

Venture Capital's Full Throttle

This chart compares how an AI agent would complete a payment using crypto with how a person pays using a credit card today, outlining a faster, automated path for transactions between software and services.

Each chart lives on its own page, and is linked directly to the reporting behind it — making it easier to move from data to insight.

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