The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
These notes were generated by AI and may contain inaccuracies.
Welcome to All-In at Davos at the World Economic Forum. Interviewing important people in All-In style: full contact. Debating investment ideas on the pod. Generated assets on Public let you turn ideas into investable index with AI. Enter prompt like companies benefiting from power plant construction; AI builds curated stocks index, backtests against S&P 500, invest like ETF. Go to public.com/generatedassets. Public investing for those who take it seriously.
Going into 2026, stablecoins, AI, crypto having huge resurgence. Interviewing Brian Armstrong from Coinbase and Jeremy Allaire, CEO and co-founder of Circle. Known each other 30 years.
Not first time at Davos; started coming with previous company Brevo in 2008-2009 during global financial crisis. Same week first Bitcoin blockchain block minted with "Chancellor on the brink" bailout reference. Chaos is a ladder. Been through dot-com boom, financial crisis, COVID. Constraints impact entrepreneurs; history of Circle has endogenous and exogenous shocks. In 2009, got Freightos profitable, later went public. Constraint makes for great art.
Stablecoins top of mind due to GENIUS Act. David Sacks, crypto and AI czar for America, invited here; technology important. Started working on this 13 years ago. Bitcoin emerged as new infrastructure layer for internet. Internet had data, media, audio, video, software, but no money protocol. Needed bridge connecting fiat to crypto: HTTP for dollars, called stablecoins. General purpose digital dollars move like everything else, peer-to-peer, programmable money. Renaissance in money usage. Need native, safe dollars on internet.
Sign in to read the full notes
Get access to AI-generated notes, topic timestamps, and more.