The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

The podcast features Jason Calacanis interviewing tech leaders at Davos, focusing on AI, crypto, and future technologies. Jeremy Allaire, CEO of Circle, discusses stablecoins, regulation, and the future of digital currency, highlighting the importance of trust and compliance. George Kurtz, CEO of CrowdStrike, explores AI's impact on cybersecurity, detailing AI-driven attacks and defenses. Adam Goldstein, CEO of Archer Aviation, shares insights on eVTOLs, safety, and the path to commercial flight, including the company's acquisition of Hawthorne Airport. Chase Lochmiller, CEO of Crusoe Cloud, examines the energy demands of AI, data center infrastructure, and sustainable power solutions, including small modular nuclear reactors.

Outlines

Part 1: Digital Finance, Circle, and Stablecoins

Part 2: AI, Cybersecurity, and Geopolitics

Part 3: Aviation, eVTOLs, and Urban Mobility

Part 4: Energy, Infrastructure, and AI Compute

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All-In Podcast

Part 1: Digital Finance, Circle, and Stablecoins

00:00All-In at Davos: Stablecoins, AI, and Crypto's Resurgence in 2026

All-In at Davos: Stablecoins, AI, and Crypto's Resurgence in 2026

01:11Circle's Origin: Building a Bridge Between Fiat and Crypto for Internet Money

Circle's Origin: Building a Bridge Between Fiat and Crypto for Internet Money

05:11Stablecoins: A Safe, Native Form of Digital Dollars on the Internet

Stablecoins: A Safe, Native Form of Digital Dollars on the Internet

09:31Circle's Path: Trust, Regulation, and Integrating with the Existing Financial System

Circle's Path: Trust, Regulation, and Integrating with the Existing Financial System

12:26From Threat to Opportunity: Banks and the Potential of Stablecoins

From Threat to Opportunity: Banks and the Potential of Stablecoins

15:20The Genius Act: Stablecoins as Payment Instruments and the Prohibition of Interest

The Genius Act: Stablecoins as Payment Instruments and the Prohibition of Interest

18:22Banks' Engagement with Stablecoins: Opportunity and the Rewards Debate

Banks' Engagement with Stablecoins: Opportunity and the Rewards Debate

21:08USDC's Growth and the Importance of Safety and Compliance

USDC's Growth and the Importance of Safety and Compliance

23:55Interest Rates, Adoption, and the Neutral Rate

Interest Rates, Adoption, and the Neutral Rate

27:10Tether's Potential Entry into the US Market and USDC's Network Effects

Tether's Potential Entry into the US Market and USDC's Network Effects

31:58The Future of Stablecoins: Utility, Geopolitical Neutrality, and Global Growth

The Future of Stablecoins: Utility, Geopolitical Neutrality, and Global Growth

35:11Circle's Global Strategy: Partnerships and the Internet Financial System

Circle's Global Strategy: Partnerships and the Internet Financial System

37:31Stablecoin Adoption: Gamblers, Electronic Markets, and Small Businesses

Stablecoin Adoption: Gamblers, Electronic Markets, and Small Businesses

40:47Credit Markets: Lending Protocols and the Future of Finance

Credit Markets: Lending Protocols and the Future of Finance

Part 2: AI, Cybersecurity, and Geopolitics

44:52AI, Socialism, and the Future of Capitalism

AI, Socialism, and the Future of Capitalism

52:33AI's Impact on Cybersecurity: Autonomous Malware and the Need for AI Defense

AI's Impact on Cybersecurity: Autonomous Malware and the Need for AI Defense

57:07Infiltrating Companies: North Korean Hackers and the Remote Work Challenge

Infiltrating Companies: North Korean Hackers and the Remote Work Challenge

1:00:31Best Practices for Remote Work Security and the Threat of Zero-Day Exploits

Best Practices for Remote Work Security and the Threat of Zero-Day Exploits

1:05:21Zero-Day Exploits, Biometrics, and the Human Factor in Security

Zero-Day Exploits, Biometrics, and the Human Factor in Security

1:08:11Enterprise Browsers, AI Agents, and the Rise of AIDR

Enterprise Browsers, AI Agents, and the Rise of AIDR

1:12:25Trusting LLM Operators and the Geopolitical Landscape

Trusting LLM Operators and the Geopolitical Landscape

Part 3: Aviation, eVTOLs, and Urban Mobility

1:17:52Archer Aviation and the Promise of Flying Cars

Archer Aviation and the Promise of Flying Cars

1:20:24Hawthorne Airport, LA 2028 Olympics, and the Future of Urban Air Mobility

Hawthorne Airport, LA 2028 Olympics, and the Future of Urban Air Mobility

1:23:41New York City, Uber Elevate, and the $9 Trillion Market

New York City, Uber Elevate, and the $9 Trillion Market

1:27:05Flight Testing, Safety, and the Path to Autonomy

Flight Testing, Safety, and the Path to Autonomy

1:30:30Redundancy, Glide Capability, and the Safety of eVTOLs

Redundancy, Glide Capability, and the Safety of eVTOLs

1:34:40Safety Standards, Davos, and Selling Aircraft

Safety Standards, Davos, and Selling Aircraft

1:36:21Anduril, Attritable Aircraft, and Greenland

Anduril, Attritable Aircraft, and Greenland

1:42:24The Importance of Engagement and the Future of Aviation

The Importance of Engagement and the Future of Aviation

Part 4: Energy, Infrastructure, and AI Compute

1:44:17Crusoe Cloud: Energy-First Approach to Computing Infrastructure

Crusoe Cloud: Energy-First Approach to Computing Infrastructure

1:47:47Powering AI: Gas Turbines, Jet Engines, and the Boom Supersonic Partnership

Powering AI: Gas Turbines, Jet Engines, and the Boom Supersonic Partnership

1:51:20Carbon Capture, Battery Energy Storage, and the Circular Economy

Carbon Capture, Battery Energy Storage, and the Circular Economy

1:54:28The AI Bubble, Colossus, and the Urgency of Infrastructure

The AI Bubble, Colossus, and the Urgency of Infrastructure

1:58:06Risk Management, Capital Formation, and Long-Term Leases

Risk Management, Capital Formation, and Long-Term Leases

2:00:47The AI Ecosystem: Infrastructure and the Future of Compute

The AI Ecosystem: Infrastructure and the Future of Compute

2:05:03The Future of AI Infrastructure: Density, Power, and Cooling

The Future of AI Infrastructure: Density, Power, and Cooling

2:07:58Small Modular Nuclear Reactors and the Future of Energy

Small Modular Nuclear Reactors and the Future of Energy