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

The podcast features Jason Calacanis interviewing tech leaders at Davos to discuss the future of their respective industries. Jeremy Allaire, CEO of Circle, discusses the evolution of stablecoins, navigating regulatory challenges, and the potential for integrating digital dollars into the global financial system. He emphasizes Circle's commitment to compliance and building trust. George Kurtz, CEO of CrowdStrike, explores the impact of AI on cybersecurity, highlighting the emergence of autonomous malware and the need for AI-driven defense mechanisms. Adam Goldstein, CEO of Archer Aviation, shares insights on the progress of eVTOLs, the challenges of certification, and the company's plans for commercial operations, while Chase Lochmiller, CEO of Crusoe Cloud, details the energy demands of AI and his company's approach to sustainable data centers.

Outlines

Part 1: Stablecoins, Regulation, and Finance

Part 2: AI, Labor, and Cybersecurity

Part 3: Aviation, Autonomy, and Infrastructure

Part 4: Energy and AI Computing

Sign in to continue reading, translating and more.

Open full episode in Podwise

All-In with Chamath, Jason, Sacks & Friedberg

Part 1: Stablecoins, Regulation, and Finance

Stablecoins as a Missing Infrastructure Layer for Internet Money

Circle's Regulatory-First Approach to Stablecoin Development

Banks' Evolving View of Stablecoins: From Threat to Opportunity

The Inverse Correlation Between Interest Rates and Stablecoin Adoption

The Future of Stablecoins: Geopolitical Neutrality and Credit Market Innovation

Part 2: AI, Labor, and Cybersecurity

AI's Impact on Labor and the Need for a Re-evaluation of the Social Contract

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

The Human Factor in Cybersecurity: Education, Incentives, and Enterprise Browsers

Part 3: Aviation, Autonomy, and Infrastructure

Archer Aviation's Vision for eVTOLs: Safety, Certification, and City Selection

Autonomy and Safety: The Future of eVTOL Flight

Archer Aviation's Business Strategy: Selling Aircraft and Partnering with the Government

Part 4: Energy and AI Computing

Crusoe Cloud's Energy-First Approach to AI Infrastructure

Sustainable Energy Solutions: Carbon Capture and Battery Recycling

Crusoe Cloud's Competitive Advantage: AI-Focused Infrastructure and Community Support

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

All-In with Chamath, Jason, Sacks & Friedberg

Part 1: Stablecoins, Regulation, and Finance

00:00Stablecoins as a Missing Infrastructure Layer for Internet Money

Stablecoins as a Missing Infrastructure Layer for Internet Money

05:17Circle's Regulatory-First Approach to Stablecoin Development

Circle's Regulatory-First Approach to Stablecoin Development

18:11Banks' Evolving View of Stablecoins: From Threat to Opportunity

Banks' Evolving View of Stablecoins: From Threat to Opportunity

25:31The Inverse Correlation Between Interest Rates and Stablecoin Adoption

The Inverse Correlation Between Interest Rates and Stablecoin Adoption

32:07The Future of Stablecoins: Geopolitical Neutrality and Credit Market Innovation

The Future of Stablecoins: Geopolitical Neutrality and Credit Market Innovation

Part 2: AI, Labor, and Cybersecurity

44:52AI's Impact on Labor and the Need for a Re-evaluation of the Social Contract

AI's Impact on Labor and the Need for a Re-evaluation of the Social Contract

52:34AI's Impact on Cybersecurity: Autonomous Malware and the Need for AI-Driven Defense

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

1:07:11The Human Factor in Cybersecurity: Education, Incentives, and Enterprise Browsers

The Human Factor in Cybersecurity: Education, Incentives, and Enterprise Browsers

Part 3: Aviation, Autonomy, and Infrastructure

1:17:51Archer Aviation's Vision for eVTOLs: Safety, Certification, and City Selection

Archer Aviation's Vision for eVTOLs: Safety, Certification, and City Selection

1:29:37Autonomy and Safety: The Future of eVTOL Flight

Autonomy and Safety: The Future of eVTOL Flight

1:37:10Archer Aviation's Business Strategy: Selling Aircraft and Partnering with the Government

Archer Aviation's Business Strategy: Selling Aircraft and Partnering with the Government

Part 4: Energy and AI Computing

1:42:27Crusoe Cloud's Energy-First Approach to AI Infrastructure

Crusoe Cloud's Energy-First Approach to AI Infrastructure

1:51:20Sustainable Energy Solutions: Carbon Capture and Battery Recycling

Sustainable Energy Solutions: Carbon Capture and Battery Recycling

2:02:27Crusoe Cloud's Competitive Advantage: AI-Focused Infrastructure and Community Support

Crusoe Cloud's Competitive Advantage: AI-Focused Infrastructure and Community Support