This is Episode 1 of our 5-part Davos 2026 Special series — where we unpack 130+ sessions into five thematic deep dives.

First up: the intelligence race. Dario Amodei confirms Nobel-level AGI by 2027, Musk predicts AI surpasses all humanity by 2030, and Jensen Huang calls it the largest infrastructure buildout in human history. We explore the collapsing AGI timelines, the trillion-dollar compute arms race, and the geopolitical scramble for AI sovereignty. Plus: Larry Fink's warning on white-collar jobs, Abu Dhabi's 100-crane AI campus, and why China is winning the Global South with open-source models.

Coming next: The New World Order.