Davos 2026 and the end of the rules-based order
Azeem Azhar's Exponential View
EPIIPLUS 1 Ltd / Azeem Azhar
5.0 • 1.1K Ratings
🗓️ 29 January 2026
⏱️ 16 minutes
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| 0:00.0 | Welcome back to Exponential View. I'm Azimazar, and this is a special episode, a collection of |
| 0:05.1 | live dispatches I recorded on the ground at Davos, 2026. Over four days at the World Economic Forum's |
| 0:12.2 | annual meeting, I brought you into the corridors, the cues and the conversations as they happened. |
| 0:17.6 | From the unprecedented buzz around Donald Trump's arrival, Mark Carney's |
| 0:22.5 | stirring call for sovereignty and the practical realities of AI adoption in enterprise. |
| 0:29.1 | This is Davos as I experienced it. |
| 0:37.2 | On day one, I had just arrived at the Congress Center. |
| 0:40.7 | The big story everyone was talking about was, of course, Trump. |
| 0:44.6 | He would be speaking in a couple of days and the geopolitical tension was palpable. |
| 0:49.3 | But to begin with, my focus was tracking three things. |
| 0:52.4 | The state of AI and its move into enterprise, the |
| 0:55.8 | startup ecosystem and the energy transition. Welcome everyone. It's Azim here and I'm in Davos |
| 1:02.4 | for the annual meeting of the World Economic Forum. This is day one of some very brief |
| 1:07.6 | Sub-Sat Live reports I will give. Donald Trump is going to be here. He's going to be |
| 1:13.2 | speaking on Wednesday. It is a momentous moment, I think, given all of the tensions in the world |
| 1:19.4 | today, the geopolitics of it, shall we say, is a little bit frenetic and frantic. We have had, of course, |
| 1:24.9 | Venezuela, but now the Greenland issue and the frictions between the |
| 1:29.2 | US and European nations, many of whose leaders are going to be here, Macon speaking as well |
| 1:35.1 | this week. So that is perhaps part of the overarching mood. It's meant that there are more political |
| 1:40.3 | leaders than usual here. Of course, the other thing that is going on and the other |
| 1:44.3 | major question is our world, it's artificial intelligence. And again, this year, lots of the |
| 1:49.4 | top bosses from the AI firms are in town, lots of philanthropic, from cohere, from you.com. |
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