All-In with Chamath, Jason, Sacks & Friedberg

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

1730 snips
Jan 25, 2026
Chase Lochmiller, CEO of Crusoe, builds energy-first AI data centers in West Texas. Adam Goldstein, CEO of Archer Aviation, leads eVTOL certification and city trials. George Kurtz, CEO of CrowdStrike, tackles AI-driven cyber threats and nation-state tactics. Jeremy Allaire, CEO of Circle, focuses on USDC, stablecoin regulation, and internet-native money. They discuss AI compute infrastructure, air taxis, cyber defense, and digital-dollar plumbing.
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ADVICE

Screen Remote Hires Through Security

  • Embed security in HR hiring to pre-filter resumes and guard against AI-generated fake profiles and malicious remote hires.
  • Kurtz recommends meeting hires in person or requiring early on-site weeks to validate identity.
INSIGHT

Agents Multiply Enterprise Risk

  • Enterprise adoption of AI agents multiplies security blind spots because many agents interact and can bypass guardrails.
  • Kurtz calls for AI Detection and Response (AIDR) to monitor and secure employee agents like endpoint EDR.
INSIGHT

Certification, Not Tech, Is The Bottleneck

  • Certification and demonstrated safety are the slowest, hardest parts of bringing eVTOLs to market, not the core aircraft technology.
  • Adam Goldstein credits regulatory progress and an executive order for accelerating U.S. city trials in 2026.
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