Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

The podcast features interviews with Brian Armstrong, CEO of Coinbase, and Andrew Feldman, CEO of Cerebra Systems, along with Jake Loosararian, CEO and co-founder of Gecko Robotics, at the World Economic Forum in Davos. Armstrong discusses crypto regulation, partnerships with major banks, and the impact of the Trump administration's crypto policies, highlighting the Genius Act and stablecoin regulations. Feldman explores the AI compute landscape, focusing on Cerebra's wafer-scale engine and its applications in deep research and partnerships with OpenAI, while also addressing power consumption and geopolitical competition in AI chip manufacturing. Loosararian details Gecko Robotics' work in infrastructure inspection, its expansion into defense, and the integration of AI and robotics to enhance manufacturing and maintenance processes, emphasizing the importance of real-world data and ROI-driven robotic solutions.

Outlines

Part 1: Crypto, Regulation, and Global Banking

Part 2: On-Chain Assets and Market Evolution

Part 3: Economic Policy and Regional Challenges

Part 4: AI Infrastructure and Compute

Part 5: Energy, Power, and Data Centers

Part 6: Geopolitics and Global Competition

Part 7: Robotics and Industrial Innovation

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All-In with Chamath, Jason, Sacks & Friedberg

Part 1: Crypto, Regulation, and Global Banking

00:00Broadcasting from Davos: Crypto Regulation, Economic Freedom, and Global Banking

Broadcasting from Davos: Crypto Regulation, Economic Freedom, and Global Banking

01:35Coinbase's Bank Partnerships, Regulatory Struggles, and Trump's Crypto Stance

Coinbase's Bank Partnerships, Regulatory Struggles, and Trump's Crypto Stance

03:46Stablecoins, Bank Competition, and the Genius Act

Stablecoins, Bank Competition, and the Genius Act

05:47Stablecoin Regulation, Fractional Reserve Lending, and the Genius Act

Stablecoin Regulation, Fractional Reserve Lending, and the Genius Act

07:21Silicon Valley Bank's Collapse, Stablecoin Revenue, and Rewards Programs

Silicon Valley Bank's Collapse, Stablecoin Revenue, and Rewards Programs

08:49Crypto's Disruptive Potential, Bank Concerns, and the Genius Act

Crypto's Disruptive Potential, Bank Concerns, and the Genius Act

10:24Stablecoin Partnerships, Tether's Regulations, and Global Currencies

Stablecoin Partnerships, Tether's Regulations, and Global Currencies

Part 2: On-Chain Assets and Market Evolution

12:47Crypto Ratings, Platform Responsibility, and Minimum Listing Standards

Crypto Ratings, Platform Responsibility, and Minimum Listing Standards

14:39Fascinating Crypto Projects, Prediction Markets, and Stablecoin Payments

Fascinating Crypto Projects, Prediction Markets, and Stablecoin Payments

16:20B2B Cross-Border Payments, Coinbase Business, and Developer Platform

B2B Cross-Border Payments, Coinbase Business, and Developer Platform

17:16Tokenization of Private Company Shares and On-Chain Capital Formation

Tokenization of Private Company Shares and On-Chain Capital Formation

19:23SPV Market Issues, Sarbanes-Oxley, and Private Investment Returns

SPV Market Issues, Sarbanes-Oxley, and Private Investment Returns

20:52Tokenized Funds, Democratized Access, and Unbrokered Adults

Tokenized Funds, Democratized Access, and Unbrokered Adults

Part 3: Economic Policy and Regional Challenges

22:32Financial Literacy, AI Agents, and the Rise of Socialism

Financial Literacy, AI Agents, and the Rise of Socialism

24:30California's Tax Exodus, Voice vs. Exit, and Business Climate

California's Tax Exodus, Voice vs. Exit, and Business Climate

25:32Global Mobility, Housing Costs, and San Francisco's Revenue-Based Tax

Global Mobility, Housing Costs, and San Francisco's Revenue-Based Tax

27:25California's Homelessness Crisis, Waste, and Armstrong's Biotech Venture

California's Homelessness Crisis, Waste, and Armstrong's Biotech Venture

29:30Davos Shift: Business Focus, Trump's Influence, and U.S. Economic Growth

Davos Shift: Business Focus, Trump's Influence, and U.S. Economic Growth

Part 4: AI Infrastructure and Compute

31:20Economic Growth, Deregulation, and the Convergence of Crypto and AI

Economic Growth, Deregulation, and the Convergence of Crypto and AI

33:39AI's Impact on Job Displacement and a Techno-Optimist View

AI's Impact on Job Displacement and a Techno-Optimist View

35:09Robo-Taxis, Regulatory Pushback, and AI-First Employees

Robo-Taxis, Regulatory Pushback, and AI-First Employees

36:30Coinbase's Internal AI Model, Reverse Prompting, and Knowledge Worker Analysis

Coinbase's Internal AI Model, Reverse Prompting, and Knowledge Worker Analysis

38:48Cerebra Systems' Wafer-Scale Engine and the AI Revolution

Cerebra Systems' Wafer-Scale Engine and the AI Revolution

41:16AI Focus and Finding Love with National Labs and the Military

AI Focus and Finding Love with National Labs and the Military

42:35Training Models and Deep Research Queries

Training Models and Deep Research Queries

44:40AI Training and Inference

AI Training and Inference

46:24Speed and User Experience

Speed and User Experience

47:32Just Noticeable Perception and the Cost of Being Slow

Just Noticeable Perception and the Cost of Being Slow

Part 5: Energy, Power, and Data Centers

49:22Power and Data Centers

Power and Data Centers

51:03Water Cooling and AI Misperceptions

Water Cooling and AI Misperceptions

52:55Data Center Buildout and Community Relations

Data Center Buildout and Community Relations

54:04Microsoft's Approach and Solar on Roofs

Microsoft's Approach and Solar on Roofs

55:27The Grid and Nuclear Power

The Grid and Nuclear Power

57:09Small Modular Nuclear and Data Centers

Small Modular Nuclear and Data Centers

58:17Data Centers in Space

Data Centers in Space

Part 6: Geopolitics and Global Competition

1:00:02Demand for AI Compute

Demand for AI Compute