Download from Davos: Optimism, Confusion, and the Real COO Agenda

While Davos headlines focused on Trump and tariffs, Zero100’s CEO Olly Sloboda and Chief Research Officer Kevin O'Marah came back with a different perspective. Fresh from four days of meetings with CEOs, COOs and heads of supply chain, they debrief on what they heard on the ground: why leaders are surprisingly optimistic in a time of turbulence, how the AI conversation has evolved from pilots to full workflow redesigns, and why cybersecurity emerged as a top threat to business continuity – even above geopolitical uncertainty.

1. Welcome to Davos: The vibe on the ground (01:02)
2. What supply chain leaders were actually focused on (02:56)
3. Why leaders are surprisingly optimistic despite uncertainty (04:58)
4. From AI pilots to redesigning workflows for an agentic world (08:54)
5. Cybersecurity: The uncomfortable truth COOs see (12:22)
6. What now? Practical moves for operators (15:57)
7. Final thoughts: Why human connection still matters (18:41)