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

Overview

This episode dives into transformative technologies shaping the future, featuring insights from CEOs of Circle, CrowdStrike, Archer Aviation, and Crusoe Cloud. Topics include the evolution of stablecoins, cybersecurity in the AI era, the rollout of eVTOLs, and the infrastructure powering AI's explosive growth.

Notable Quotes

- We need a native way to have money on the internet, and that's what stablecoins provide. – Jeremy Allaire, on the future of digital money.

- If you want to break into a bank, you still have to get the money and get out. It's the same with cybersecurity—AI just makes it faster and more sophisticated. – George Kurtz, on AI's impact on hacking.

- This is safer than helicopters, quieter, and costs less—nobody loses here. – Adam Goldstein, on the promise of eVTOLs.

💰 Stablecoins and the Future of Money

- Jeremy Allaire of Circle highlighted the transformative potential of stablecoins, describing them as programmable money that bridges traditional fiat systems with blockchain networks.

- The GENIUS Act has provided regulatory clarity, enabling stablecoin growth while prohibiting direct interest payments to holders.

- Stablecoins are increasingly integrated into global financial systems, with major banks exploring their use for payments and collateral.

- Allaire emphasized the importance of trust and compliance, contrasting Circle's approach with offshore competitors like Tether.

🛡️ Cybersecurity in the AI Era

- George Kurtz of CrowdStrike discussed how AI is reshaping both cyberattacks and defenses. Autonomous malware, powered by AI, can adapt in real-time, making detection harder.

- Hackers, even with minimal skills, can now leverage AI to execute sophisticated attacks, compressing the timeline of breaches.

- CrowdStrike uses AI to counter these threats, focusing on behavioral patterns rather than traditional malware signatures.

- Kurtz also highlighted the rise of insider threats, including North Korean operatives posing as remote employees to infiltrate companies.

✈️ The Rise of eVTOLs

- Adam Goldstein of Archer Aviation shared updates on electric vertical takeoff and landing (eVTOL) aircraft, with commercial operations expected to begin in 2026.

- Archer has secured key partnerships, including an exclusive deal for the LA 2028 Olympics and the acquisition of Hawthorne Airport in Los Angeles.

- Safety remains a top priority, with redundant systems and rigorous testing to meet FAA certification standards.

- Goldstein envisions eVTOLs as a quieter, safer, and more efficient alternative to helicopters, with potential for widespread urban adoption.

⚡ Powering AI's Trillion-Dollar Buildout

- Chase Lochmiller of Crusoe Cloud detailed the massive energy and infrastructure demands of AI. His company is building data centers in energy-rich areas like West Texas and Wyoming.

- Crusoe integrates renewable energy sources, including wind, solar, and geothermal, and is exploring small modular nuclear reactors (SMRs) for future projects.

- The company is addressing challenges like power fluctuations in AI data centers by deploying advanced battery systems.

- Lochmiller emphasized the importance of scaling infrastructure to meet the insatiable demand for AI compute, with plans to add thousands of employees and contractors.

🌍 Geopolitics and Tech Innovation

- The episode touched on the geopolitical implications of emerging technologies, including the role of the U.S. government in supporting innovation.

- Goldstein praised the current administration's proactive stance on fostering industries like eVTOLs, contrasting it with previous inaction.

- Lochmiller highlighted the global race to secure energy resources and infrastructure for AI, with partnerships spanning the U.S., Europe, and the Middle East.