Early Davos impressions. Will need to process, consolidate into an article.

- There’s kind of a distributed consciousness at play here. Almost nobody I talked to knows what the AI stuff is about, in concrete details. They just have vibes. And yet they dropped almost all of the infamous climate justice and most of the DEI sloganeering for AI.

- In my research, when there’s a shift going on and nobody can name it, it usually means an underlying second order crisis … not as simplistic as “we want to control you all with AI”

- Everything is a vibe. They vibe off each other in feel-good slogans. I don’t know if this is the normal, or if this is a “transition” year because they don’t know what to do with AI… earthshaking concrete changes have come from WEF before, like the very real ESG metrics that Schwab put out.

- The shift could also be due to the new leadership

- This is a rich person’s paradise and we were the poorest there. It costs $25,000 a night to stay in Davos. @LarryTaunton
taught me tricks to avoid that.

- If advertisements are anything to go by, the “Big Four” accounting companies are the most powerful companies on Earth, period. (Deloitte, PwC, EY, KPMG)

- There’s a strange sense of desperation at losing the narrative here.