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Elad Gil and Sarah Guo speak with leading AI engineers, researchers, and founders about model progress, markets at risk of disruption, and how commerce, culture, and society may change.
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Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
Coinbase says roughly 76% of agentic transactions are below 30 cents, making card rails uneconomic and supporting self-custodial wallets plus the X42 protocol.With 88% of revenue now non-Bitcoin trading, prediction markets reaching a $100M revenue run rate and tokenized stocks could broaden the exchange, while the SEC path for U.S. availability remains unresolved.
How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
Circle’s USDC bet turns full-reserve dollars into a general-purpose settlement rail, from $0.25 digital objects to multi-hundred-million-dollar transactions, while Arc targets deterministic institutional settlement within hundreds of milliseconds.AI agents could generate billions or trillions of micropayments and drive tokenization across securities infrastructure, but distributional risk remains unresolved if productivity becomes capital capturing more capital at the expense of humans.