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

Lehan Edirisinghe and Elle Trump January 25, 2026

Watch Facts Elle's

Key takeaways

  • At Davos, the All-In host interviews four CEOs/founders shaping money, cybersecurity, electric aviation and AI infrastructure: Circle’s Jeremy Allaire, CrowdStrike’s George Kurtz, Archer’s Adam Goldstein and Crusoe Cloud’s Chase Lock Miller. Their shared problem is turning frontier technology into trusted, regulated systems.

  • Allaire’s core thesis is that stablecoins are becoming the internet’s native money, not merely crypto trading chips. Circle built USDC as an “HTTP for dollars”: programmable, peer-to-peer digital cash bridging fiat and blockchains.

  • Regulation is helping stablecoins scale, but bank economics remain the main fight. The GENIUS Act bars Circle from paying holders interest while permitting partner rewards, even as a major global bank already uses USDC internally because it beats correspondent banking.

  • The bigger stablecoin endgame is software-run credit, not payments alone. DeFi has already processed trillions of dollars in stablecoin loans, and Allaire expects AI, smart contracts and digital cash to automate lending, risk pricing and capital allocation.

  • Kurtz sees cybersecurity becoming an AI-versus-AI arms race where ordinary attackers gain nation-state capabilities. CrowdStrike is seeing autonomous prompt-driven malware and says it has uncovered hundreds of North Korean fake workers inside U.S. companies, making identity and hiring security part of cyber defense.

  • Archer is becoming a real dual-use aviation platform, not just a flying-taxi concept, though certification remains the bottleneck. DOT plans five-city 2026 trials before full certification, while Archer is also developing Project NYX, an autonomous “attritable” attack-helicopter drone.

  • Crusoe’s bet is that AI’s decisive bottleneck is no longer chips alone—it is energy, data centers and construction at enormous scale. Its Abilene campus combines a 1.2-gigawatt substation with 350 megawatts of on-site gas generation to power one of the largest GPU clusters.

  • The AI boom is spilling into the physical economy, creating huge demand for labor, power equipment and new supply chains. Crusoe has 8,000 workers on-site in Abilene, plans a 10-gigawatt Wyoming campus, and placed a $1.2 billion turbine order with Boom Supersonic.