Azeem Azhar's Exponential View

Davos 2026 and the end of the rules-based order


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Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.

Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.

To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/

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At Davos 2026, the mood was unlike any previous World Economic Forum gathering. With Donald Trump arriving amid escalating geopolitical tensions and European leaders sounding alarms about sovereignty, I recorded live dispatches from the ground. In this special episode, I bring together observations from four days at the annual meeting, tracking the seismic shifts in global order alongside the practical realities of AI adoption in the enterprise.

Skip to the best bits:

(00:38) Day one at Davos

(02:10) Three recurring themes through the week

(03:55) Day three at Davos

(05:12) Mark Carney's stirring speech

(05:52) Why European leaders are sounding the alarm

(06:51) Why technological sovereignty just became urgent

(09:31) Day four at Davos

(12:59) What leaders really have to say on AI adoption

(14:07) The case for only using open source models

Where to find me:

Exponential View newsletter: https://www.exponentialview.co/

Website: https://www.azeemazhar.com/

LinkedIn: https://www.linkedin.com/in/azhar/

Twitter/X: https://x.com/azeem

Production by supermix.io and EPIIPLUS1. Production and research: Chantal Smith and Marija Gavrilov.


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Azeem Azhar's Exponential ViewBy Azeem Azhar

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