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

万物的未来:Circle、CrowdStrike等公司CEO预见2026年的发展趋势

All-In with Chamath, Jason, Sacks & Friedberg

2026-01-26

2 小时 14 分钟
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(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 On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com— investing for those who take it seriously. Follow Jeremy: https://x.com/jerallaire Follow George: https://x.com/George_Kurtz Follow Adam: https://x.com/adamgoldstein13 Follow Chase: https://x.com/ChaseLochmiller Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
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  • All right, everybody, welcome back to All In at Davos.

  • We're here at the World Economic Forum for some reason.

  • They invited me, and I'm here interviewing all the most important people in the All In style,

  • which is full contact.

  • We're always debating investment ideas on the pod.

  • Well, Generated assets on public lets you turn your ideas into an investable index with AI.

  • You just enter a probe like companies benefiting from power plan construction.

  • Then their AI will build an index of curated stocks for you and back test it against the S&P 500.

  • Then you can invest in it just like an ETF.

  • Go to public.com and check out generated assets.

  • Public.

  • Investing for those who take it seriously.

  • I think most of us agree going into 2026, stablecoins and AI, crypto having a huge resurgence.

  • And we were lucky enough to get two of my friends,

  • Brian Armstrong from Coinbase and Jeremy Alair, who's the CEO and co-founder of Circle.

  • We've known each other for 30 years.

  • Yeah, that's amazing.

  • What a long, strange trip it's been.

  • I know.

  • It's great to be with you again.