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The View from Davos with Activate Consulting’s Michael J. Wolf: Why Human Creativity Matters More as AI Scales
The View from Davos with Activate Consulting’s Michael J. Wolf: Why Human Creativity Matters More as AI Scales
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Michael J. Wolf of Activate Consulting joins Daniel Newman from Davos to discuss why today’s AI buildout differs from past tech bubbles, how infrastructure and energy constraints are shaping scale, and why human creativity and trust matter more as AI output accelerates.
AI optimism is high, but the real debate is whether this moment looks more like durable transformation or another overheated cycle.
From the streets of Davos, Daniel Newman is joined by Michael J. Wolf, Founder and CEO of Activate Consulting, for a fast-paced conversation on why today’s AI buildout does not resemble the tech bubble of the early 2000s. Wolf explains why comparisons miss the mark, pointing to real demand, real revenue, and the real physical limits across compute, memory, networking, and energy that are shaping the next phase of AI growth.
Rather than focusing on hype cycles, they look at the real pressure tests for AI and explore how AI is reshaping media, creativity, and content economics, and why human differentiation becomes more valuable, not less, as generative tools scale.
Key Takeaways Include:
🔷 This is not a repeat of the 2000 tech bubble: Unlike speculative vendor financing cycles, today’s AI expansion is driven by real usage, real customers, and sustained infrastructure demand.
🔷 AI growth is constrained by physical limits: Compute, memory, networking, and especially energy availability are now the gating factors for scale, not model ambition.
🔷 Circular deals do not negate demand: Infrastructure investments will be utilized regardless of which AI platform dominates, reinforcing durability across the ecosystem.
🔷 Content abundance raises the value of authenticity: As AI-generated media explodes, originality, human creativity, and trusted voices become stronger differentiators.
🔷 Human relevance increases as automation scales: AI expands output, but trust, journalism, creativity, and leadership remain fundamentally human advantages.
Listen to the audio here:
Disclaimer: Six Five Media’s The View from Davos is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we ask that you do not treat us as such.
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