What techies really talked about at Davos

"Walking down the main thoroughfare in Davos is always a highlight because all the shops that are open the rest of the year are taken over this week by companies that host "houses" to showcase their brands and host clients and events. It is interesting to see who's here and who's not. Davos is not a tech conference, and I've usually thought of it as being more dominated by finance and blue-chip companies. Walking along the street this year, 80% of the houses were tech. Palantir and Meta (with its free hot chocolate stand) had the most visible presence."

"Q: What was the biggest tech thing that was talked about at Davos this year? It's hard to compete with President Trump and Greenland, but aside from that, AI was what everyone was talking about. There was a lot of discussion about when businesses will start to see productivity gains that justify their huge AI spend and whether we are in a bubble."

AI dominated attention at Davos, overshadowing other high-profile topics. Attendees questioned when businesses will realize productivity gains that justify heavy AI investments and whether the market is in a bubble. The main Davos thoroughfare was largely taken over by tech houses this year, with Palantir and Meta among the most visible presences, while Amazon's house was small and Google located away from the main action. Lightspeed appeared as the sole visible venture capital firm. OpenAI had no house and Sam Altman did not attend; Elon Musk joined as a last-minute addition. Tech executives presented an optimistic tone, with Jensen Huang calling AI the largest infrastructure buildout and predicting job creation.

Read at Business Insider