The View From The Apex Of Globalization (Davos)

In this Special Report, we share our “thoughts from the field,” gathered during a week of panels and conversations at the World Economic Forum in Davos. Our main takeaways include China’s rising global presence (despite its deceptive absence at the forum), the rising consensus on AI investment as the new corporate best practice, mounting stakes in the AI race, and the global shift toward MAGA-branded ideology as President Trump enters his second term. We also reflect on the surprising lack of geopolitical focus in the discussions and the forum’s broader role in the global geopolitical landscape.