Key ideas from George Kurtz

• Circle's USDC has grown faster than Tether for two years straight, becoming the largest regulated stablecoin with billions in reserve income
• CrowdStrike found hundreds of North Korean employees infiltrating US companies remotely, with one boss asking 'do we have to get rid of him?' because the spy was their best performer
• Archer Aviation bought Hawthorne Airport for $170 million and won exclusive rights for LA 2028 Olympics, with five US cities to be announced for VTOL trials
• Crusoe Cloud has 8,000 workers on-site daily in Abilene, Texas building AI data centers, with electricians earning hundreds of thousands annually
• Future AI data centers will require one megawatt racks - equivalent to powering a thousand homes per rack - with Crusoe planning 45 gigawatts in their pipeline
• Small modular nuclear reactors will power the first AI factory in 2027 at Idaho National Lab, marking a return to nuclear innovation after decades