All-In with Chamath, Jason, Sacks & Friedberg

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

January 25, 2026

AI Summary

5 min read

🎙️ The Speakers & Context

The Format: Host-led interview series at Davos World Economic Forum.
The Key Players:
- Jeremy Allaire: CEO/Co-founder of Circle (USDC stablecoin issuer); credible as pioneer of regulated stablecoins since 2013, navigating GFC-era crises and testifying to Senate early.
- George Kurtz: CEO/Co-founder of CrowdStrike; cybersecurity expert with 14+ years building AI-driven threat detection, exposing nation-state hacks like North Korean fake devs.
- Adam Goldstein: CEO of Archer Aviation (eVTOL flying taxis); deep-tech leader raising $4B public via SPAC, securing LA Olympics exclusivity and defense partnerships.
- Chase Lock Miller: CEO/Co-founder of Crusoe Cloud; AI cloud pioneer with energy-first data centers, powering Oracle/OpenAI via 45GW pipeline including SMRs.
The Vibe: Technical, bullish builder optimism amid regulatory breakthroughs.

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What you'll learn

1 (00:00) **🎙️ Introduction: Brian Armstrong (Coinbase) & Jeremy Allaire (Circle)**
2 (03:01) **Stablecoins: Origins & Internet Money**
3 (05:51) **Regulation vs. Offshore: Circle's Compliant Path**
4 (11:28) **Incumbents, Banks & Genius Act**
5 (21:31) **Tether Competition & USDC Growth**
6 (25:52) **Interest Rates, Velocity & Future Outlook**
7 (45:08) **Politics, AI Disruption & Labor Markets**

+ Full timestamped outline available in the app

Show Notes

(0:00) Intro

(0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world

(52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more

(1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them

(1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout

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