Chase Lochmiller

Jeremy Allaire × George Kurtz × Adam Goldstein × Chase Lochmiller

Circle sees regulated USDC becoming an internet-scale financial network addressing roughly $120 trillion in legal electronic money, with lower rates potentially accelerating adoption even as reserve yield declines.CrowdStrike says AI is compressing attack timelines and enabling prompt-only malware, driving its shift from endpoint detection and response to AIDR as employees gain roughly 90 agents each.Archer expects visible US eVTOL demonstrations in summer 2026 across five trial cities, with Los Angeles and its Anduril defense derivative offering catalysts beyond eventual passenger certification.

James Litinsky × Lisa Su × Chase Lochmiller × Jensen Huang

MP Materials is positioning rare-earth magnets as “the feedstock to physical AI,” building a vertically integrated US chain from Mountain Pass ore through Texas magnet production.The Department of Defense partnership provides a commodity price floor, 100% offtake from a planned 10x-capacity facility, and shared upside, while MP retains cost, schedule, and operating risk.Lisa Su cited a low-double-digit Arizona fabrication premium, while Crusoe’s 1.2-GW Abilene project and 400,000 NVIDIA GPUs show that energy, construction, and labor are becoming binding constraints.