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All In Interview - Jeremy Allaire, George Kurtz, Adam Goldstein, Chase Lochmiller - Recap and Notes - January 25 2026

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 powerful in intelligence, hardware and software
    • Zero day vulnerabilities are a big market asset
    • Scary examples of AI agents bypassing human guardrails
    • Formula 1 fan
      • Owns 5% of the Mercedes team now
      • Does some other racing of his own too
      • Excited about new Corvette
    • Greenland
    • New administration engaging with the business community
  • Adam Goldstein - CEO Archer Aviation
    • Trump issued executive order fast tracking VTOLs
    • Consumers have to be comfortable first
    • These guys have won the exclusive deal for 2028 LA olympics
    • Bought a nearby airport to help with connectivity
      • 2 miles from LAX, 2 miles from SoFi stadium
    • Hoping to transform space around LA
    • Expecting to work in NY also - Joby is also working there
    • Credits retail market powered by Reddit helping with their liquidity
    • Right now flies out of Salinas and UAE
    • He hasn’t flown in it yet
    • Need more than regulation - need infrastructure a lot too
    • Davos is good for deal making
    • Strong partnership with Anduril on autonomous attritable vehicle
    • New administration is much friendlier to business
      • Previous administration had 0 meetings with him
      • New Secretary Duffy reached out immediately - executive order helped
    • Greenland
      • Every meeting people are discussing it
  • Chase Lochmiller - CEO and Co Founder of Crusoe Cloud
    • Early neo cloud (like Coreweave and Lambda)
    • Texas has good energy infrastructure - that’s why they moved there
    • Texas has largest solar base in the country
    • These guys opened up a solar plant, a natural gas plant
    • They just made a deal with Boom supersonic
      • Gas turbines to power AI critical infrastructure
    • Electricians and construction workers are getting paid very well
    • 8000 people in Abalene Texas every day
    • Impressive how fast Elon got Colossus built

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