Investors came to Davos for AI. They left talking about Greenland

Group 1: Optimism in Technology - The mood at Davos was notably optimistic regarding artificial intelligence, with discussions on "world models" and "physical AI" indicating a shift from hype to production, supported by significant capital availability [2][3] - Elon Musk's presentation on Tesla's vision for robotaxis and AI development reset the atmosphere, with predictions of widespread driverless robotaxis in the U.S. by the end of 2026 and AI potentially surpassing human intelligence this year [8][10] Group 2: Geopolitical Concerns - Conversations at Davos frequently shifted from technological advancements to geopolitical issues, including tariffs and the acquisition of Greenland, highlighting a growing sense of uncertainty in global investment rules [6][7][17] - Finance ministers emphasized the need for reassurance amidst geopolitical tensions, with South Africa's finance minister noting that the primary risk to the economy is the geopolitical situation [14][16] Group 3: Diverging Perspectives - The conference showcased two contrasting narratives: one focused on technological innovation and the other on navigating geopolitical uncertainty, often occurring within the same discussions [18] - Industry leaders like Joe Kaeser of Siemens Energy framed AI as an industrial opportunity, emphasizing Europe's potential in data and computing power to drive innovation [11][12]