All-In PodcastThe Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
The All-In hosts examine predictions for 2026 from major tech CEOs, diving deep into the infrastructure and regulatory foundations needed for transformative technologies. The discussion centers on how companies like Circle are building the financial plumbing for internet-native money, drawing parallels to the early internet's evolution when secure transactions and ISP regulation had to be established before commerce could flourish.
Key takeaways
- •Infrastructure boring companies like Boring Company could dramatically reshape urban development if deployed strategically in major metros like LA
- •Internet money protocols are following the same evolutionary path as early web technologies, requiring regulatory frameworks before mass adoption
- •SPAC vehicles during COVID opened capital markets democratically, enabling fintech companies to access funding previously reserved for traditional IPOs
- •Fully reserved stablecoin models with ultra-safe assets represent a viable path to achieving regulatory compliance in digital currency
- •The gap between ambitious technological visions and actual execution remains the critical challenge for next-generation financial infrastructure
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Best moment
And let's push our imagination here. Boring Company is also based there too. And so maybe we can convince Elon to start digging some holes around LA. Yeah. And all of a sudden you could really transform LA. What do you think the other cities will be in America? And how are they picking them? Well, FA and DOT are gonna be the ones that choose. Okay. So there's the companies have submitted, in partnership with the cities these different bids And I think it's gonna be a mix of urban areas, rural areas. I think it's probably gonna be a lot of red states you'll see. So my guess is you'll see something in Texas. You'll probably see something in Florida. Maybe you'll see something in Florida. Red states because
Trump's a Republican or because they're easier when it comes to regulations? I think both. It's also just easier to operate. Got it. And so if you wanna land a helicopter in California, there's a lot of rules. You wanna land one in Texas, you put it on the grass wherever you want. You know, it's interesting. When I got my ranch in Texas, they were like, this is a perfect place to put a helipad. And I was like, hell yes. Yeah. Like, you can really put a pad down? And they're like, yeah. It's your ranch. You can do whatever you want. Now in LA,
“And when when we started, I wasn't convinced that everyone in the world is just gonna use, like, a new, a new, you know, commodity money like Bitcoin.”
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