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Intelligence Systems (AI & Agents)

From tools to autonomous economic actors.  

Potential directions:  

  • Agentic AI: who controls decision-making at scale?  
  • AI-native enterprises vs legacy transformation  
  • Compute concentration vs decentralization  
  • Model sovereignty and geopolitical alignment  

Key discussion areas 

Global Compute & Data Infrastructure

The new oil is compute—but who owns the refineries?  

 Potential directions: 

  • Data centers as geopolitical assets  
  • Energy, sustainability, and compute constraints  
  • Edge vs centralized architectures  
  • Sovereign compute strategies  

Key discussion areas 

The Future of Connectivity Ecosystems

From networks to programmable platforms.  

Potential directions: 

  • Telco reinvention: API economy, network-as-a-service  
  • Cloud–telco power dynamics  
  • Open vs vertically integrated ecosystems  
  • The death (or rebirth) of the traditional operator model  

Key discussion areas 

Capital, Business Models & Value Creation

Trillions are being reallocated—where does value accrue?  

Potential directions: 

  • Who captures value in AI + infra stack?  
  • New partnership models (telco × hyperscaler × startup)  
  • Infrastructure financing in an AI-first world  
  • Private vs public capital in digital infrastructure

Key discussion areas 

Trust, Security & Cyber Resilience

Security becomes the system, not a layer.  

Potential directions: 

  • AI-era cyber warfare and defense  
  • Infrastructure resilience (networks, satellites, grids)  
  • Identity, privacy, and zero-trust architectures  
  • National vs corporate security responsibilities  

Key discussion areas 

Frontier Technologies

Betting on the post-AI horizon  

Potential directions: 

  • Quantum timelines vs hype  
  • Robotics and autonomy at scale  
  • Satellite and space-based infrastructure  
  • Frontier labs: what actually matters in the next 5–10 years  

Key discussion areas 

Governance & Global Order

Technology is now geopolitics. 

Potential directions: 

  • Regulation vs innovation tension  
  • Digital sovereignty and fragmentation  
  • Standards wars (AI, telecoms, quantum)  
  • Public-private alignment  

Key discussion areas 

Leadership in the New Era

Operating when the map no longer exists  

Potential directions: 

  • Leading through uncertainty and non-linear change  
  • Decision-making at extreme scale  
  • Ethics vs competitive advantage  
  • Building organizations that can adapt at system speed 

Key discussion areas