Davos

“Nobody building anything really gives a shit about Davos. Nobody is thinking what's going on. Nobody even knows when it happens.”

“It's been a slow unraveling from this being something that people used to flex about going to Davos. Now people are literally apologizing on social media, ex Twitter, et cetera, explaining why they're going because they're kind of feeling shame and going to th…”

“What is it probably more than anything else now? A glorified enterprise software sales conference, where the reason to go to these conferences for a lot of these companies, I suspect, is that it allows you to close very big deals.”

“I think it's a counter indicator now.”

“There is another element where, you know, Davos is sort of a non-defense oriented. They don't like you to talk about defense here.”