Prof G Markets Davos Dispatch: World Order on Edge
267 snips
Jan 26, 2026 A run-through of Davos' mood, from lavish dinners to palpable unease among leaders. A look at AI hype versus 1999 internet optimism. Debate over U.S. global standing, Europe’s ability to respond economically and militarily, and whether Western alliances can act in concert. Predictions about imminent U.S. military moves and the diplomatic fallout.
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Status Signaling At Davos
- Scott Galloway compared Davos badge colors to social hierarchy and status signaling among attendees.
- He recalled being excluded for 26 years after criticizing Klaus Schwab's lavish office before returning this year.
1999 Optimism vs 2026 Anxiety
- Scott Galloway said Davos 1999 optimism around the internet has shifted to 2026 AI hype with more anxiety about geopolitics.
- He noted business-level exuberance echoes 1999, but global mood is fearful and unsettled.
Operating Systems And Geopolitical Power
- Scott argued owning an operating system gives companies structural power similar to America's postwar global role.
- He warned that losing that 'operating system' status would leave the U.S. in a more contested world.
