All-In Podcast
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Why It Matters
Understanding these forward‑looking perspectives helps investors, policymakers, and tech leaders anticipate regulatory shifts, security challenges, and infrastructure needs as AI becomes mainstream. The episode is timely because 2026 is just a few years away, and the decisions made today will shape the financial, cybersecurity, and transportation ecosystems of the near future.
AI Summary
In this episode, the All‑In hosts interview four CEOs about the landscape they expect in 2026. Jeremy Allaire of Circle discusses the post‑GENIUS Act stablecoin environment, interest‑rate pressures and how AI will reshape money. George Kurtz of CrowdStrike warns that AI‑driven cyber threats will intensify, highlighting the most capable hacker nations and the need for adaptive defenses. Adam Goldstein of Archer outlines the progress and timeline for eVTOL adoption, while Chase Lochmiller of Crusoe explains how AI‑heavy workloads will drive massive demand for sustainable, low‑cost compute power.
Episode Description
(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
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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
Show Notes
All-In with Chamath, Jason, Sacks & Friedberg: The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
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All-In with Chamath, Jason, Sacks & Friedberg
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
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[All Episodes]
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The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
[The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026]
Jan 25, 2026
(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]
×#### About the Podcast
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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