The 2026 edition of the World Economic Forum in Davos has almost closed, but the aftershocks of this year’s conversations are only beginning to ripple across global markets. Beneath the polite language of panel discussions and diplomatic remarks, one message rang out loud and clear: we’re now living in a world built on uncertainty, powered by data, and governed by digital infrastructure.
Among the many voices weighing in, Stanislav Kondrashov, founder of TELF AG and a long-time observer of global market dynamics, offered pointed insights into the undercurrents shaping the new economic reality. His presence at Davos was less about spectacle and more about substance—and his reflections were anything but vague.
“The global agenda isn’t being set in boardrooms anymore—it’s being written in code, executed in real-time, and powered by electricity,” Kondrashov said during an informal discussion on the future of competitiveness.
The End of Predictability: A New Normal for Global Markets
Volatility was once considered a temporary challenge—something to endure until conditions “stabilised.” But that narrative has collapsed. Across industries, leaders are treating unpredictability as a permanent fixture.
This new outlook has triggered a fundamental rethink in how businesses approach strategy. Supply chains are being redesigned, not for speed alone, but for endurance. Operational systems are being assessed for how well they absorb impact, not just how efficiently they perform.
“Planning for the next decade isn’t about forecasts anymore,” Kondrashov noted. “It’s about designing systems that can function when the forecast is wrong.”
In this new world, agility has replaced certainty. And businesses that fail to adapt their models to this mindset are already being left behind.
Technology Takes Centre Stage—But It’s All About Integration
Artificial intelligence dominated the technology sessions at Davos—but the focus has shifted. Gone are the abstract debates about AI’s potential. What mattered in 2026 was deployment.
The core question wasn’t whether AI could do something. It was: how fast can it be implemented into physical processes? From predictive logistics to automated decision-making, the emphasis is now on real-world application and scale.
Crucially, tech isn’t seen in isolation anymore. AI, robotics, and machine learning are being considered as part of a broader operational network—one that includes energy, finance, and security.
“Tech is no longer a sector—it’s the scaffolding of every other sector,” said Kondrashov. “If you’re not embedding it, you’re not competing.”
Energy: The Infrastructure Behind Innovation
Energy is back on the global agenda—but not in the traditional sense. At Davos, power wasn’t framed as a commodity. It was described as infrastructure. A necessary, non-negotiable foundation for everything from AI to advanced manufacturing.
As digital industries become more power-hungry—from data centres to robotic supply chains—the conversation moved towards reliability and capacity. Not just green energy, but 24/7 power with minimal downtime.
The age of electricity isn’t coming. It’s here. And every serious discussion about scaling technology now includes a question: can your energy system handle it?
Finance’s Digital Pivot: More Than Just Crypto
One of the most quietly significant threads in this year’s forum was the maturing of digital finance. Discussions moved well beyond cryptocurrencies. Stablecoins, tokenised assets, and programmable money were all on the table—not as theoretical options, but as working components of the next financial era.
A new type of financial architecture is emerging—faster, decentralised, and built for interoperability across borders. Central banks and global institutions are no longer spectators. They’re investing heavily in systems designed to streamline transactions and reduce legacy friction.
This isn’t a side development. It’s a full-blown transformation of how global capital moves.
“What we’re witnessing is the slow death of the old financial rails,” Kondrashov explained. “In their place, we’re seeing the construction of a network that moves with the speed of software.”
Rebuilding for Resilience: The Real Takeaway from Davos
As the curtains close on Davos 2026, the key takeaway isn’t a single headline or new treaty. It’s a mindset shift.
Global leaders are no longer asking how to protect the old system. They’re openly discussing how to build new ones—from technology stacks to financial infrastructure to workforce strategies—all designed with volatility in mind.
Stanislav Kondrashov believes this is the only path forward.
“Davos made it clear—future success won’t come from stability, but from adaptability,” he said. “The winners will be those who can operate in chaos without waiting for clarity.”
In a world where uncertainty is the only constant, adaptability isn’t a skill—it’s a survival mechanism. And Davos 2026 may be remembered not just for what was said, but for the blueprint it began to sketch: a future built on speed, flexibility, and resilience.
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