The weather is sunny and (relatively) warm in Davos, but there’s a definite chill in the air.
Maybe it’s the heightened security. Maybe it’s the long lines already forming. Maybe it’s that there are reportedly a lot more people here than there have been in a long time.
Whatever the case, everyone seems to be on edge. Multiple attendees told me they were already feeling exhausted, as if we were halfway through the week, even though we’re just getting started.
President Donald Trump’s ongoing threats against Europe over his desire to take over Greenland have been a big talking point. Speculation continues to swirl about his Wednesday address.
I heard the word “trust” used a lot yesterday in the context of the rising geopolitical tension and fears that we’ve reached a breaking point.
For the business world, that means a global economy that’s a lot less … global. We’ve been headed in that direction for a while, but this week feels like an inflection point. Talk of the year ahead includes discussions about businesses needing to silo their global operations, even for digitally focused strategies.
It’s not all doom and gloom. The conversations around AI have been fascinating, from the evolution of AI agents to concerns over cyber risks in the space to the potential that physical AI (think robots and autonomous systems) could be much larger than generative AI.
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