January 25 2026 Jeremy Allaire - Circle Co Founder Chaos is a ladder Stablecoins need trust Banks are threatened Genius Act (passed in US after other countries had already passed regulations earlier) But Banks can also benefit from this Its just another payment network So a big bank is using USDC for moving their global money Tether Tax filing, reconciliation, etc could all be done more easily with USDC Money velocity increasing will help innovation accelerate because it removes friction Socialism is here Georgy Kurtz - Co Founder Crowdstrike LLMs are a scary attack vector Davos is a good place to do business They have found 100s of fake/fraud employees Its a lot easier to get someone employed than to break into the system 🙂 Claims its coming from North Korea The managers still valued the high quality of the work inspite of being informed about the potential spying 🙂 Russia is still #1 in cybersecurity risk China is right there too China is very powerfu...
January 23 2026 (from NotebookLM) Head of CMS Introduction Setting the Scene: The podcast is recording live from Davos with a picturesque background that looks like a "green screen" but is real. The hosts joke about the "virtue signaling ESG DEI executives" nearby and solar panels that aren't plugged in. Dr. Oz’s Role: Dr. Oz is introduced as the "Administrator for CMS" (Centers for Medicare & Medicaid Services), transitioning from being "America's Doctor" to a civil servant. Transition to Public Service & Working with Trump Motivation: Oz views himself as being in the "change business." He believes healthcare offers no luxury for delay and felt he could make a more significant impact in this role than as a TV host. He calls it the "best job" he's ever had. Trump’s Management Style: ◦ Contrary to the expectation that government requires slow consensus building, Oz describes President Trump...