tech
January 24, 2026
I spent the week with tech CEOs. Here's what they're talking about
Four themes were top of mind for tech executives at Davos, and they were all about AI.
TL;DR
- AI discussions have evolved from comparing models to focusing on enterprise adoption and future developments.
- Businesses are moving past initial 'fear of missing out' (FOMO) and are becoming more selective and pragmatic in their AI adoption.
- Agentic AI, systems that perform tasks autonomously, is a major buzzword with varying degrees of implementation across industries.
- Physical AI, involving AI in physical forms like robotics and driverless cars, is seen as the 'next wave' with significant market potential.
- Geopolitical factors are recognized as a crucial, yet often overlooked, element that could impact AI development and adoption.
- China's AI advancements are noted as being only months behind US and Western models.
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