25 Jan 2026Davos 2026 Reactions, EU INC goes Mainstream, Nihilist Penguin, Ryanair Vs
Annanay Kapila on QFX, 24/7 Markets & Token Launches
Annanay Kapila, co-founder of QFX, a 24/7 brokerage for high-leverage trading of equity perpetuals, explains how the exchange works using stablecoin and crypto-based risk and settlement technology without underwriting risk itself, marketplace-style. He covers the upcoming Monday launch, his background at Flow Traders and Tower Research, how prediction markets like Polymarket and Kalshi are changing price discovery, and predicts more non-crypto companies will do token launches instead of IPOs, touching on Robinhood's tokenized OpenAI and Anduril exposure and the murky SPV market.
Ties Bukima on Rolodex & AI Inside Dawn Capital
Ties Bukima, head of data, tech, and AI at Dawn Capital and ex-Google, explains the firm's in-house relationship intelligence tool Rolodex, covering its three pillars: who to know, meeting intel, and access paths. He details how Rolodex contributed to nearly every deal in Dawn 5, why building in-house took 12-15 months, his frustration with VCs' conservatism on internal AI adoption, and his 2026 goal of making every firm member a builder with Claude Code. He also describes being physically close to users across a 12-person firm.
Ryanair vs Musk Feud & Bar Winkler Tease
After the Dawn segment, the hosts put their Davos hats back on, promote sponsor Specter, and begin breaking down the escalating feud between Ryanair CEO Michael O'Leary and Elon Musk. They trace the timeline from O'Leary rejecting Starlink over claimed fuel drag costs, to mutual 'idiot' insults on X, to Musk demanding O'Leary's firing and polling whether he should buy Ryanair and put someone named Ryan in charge.
Bar (Wonderful): Preempted $100M Series A & Founding Story
Bar, founder and CEO of Wonderful, introduces himself — previously founder/CEO of approve.com, founded 2019 and sold in 2021 — and recounts his $100M Series A, preempted by Index Ventures just months after the seed. He explains the founding story: after OpenAI's October 2024 real-time voice models, he and co-founder Rory built a Hebrew voice agent and quickly won pilots with Maccabi HMO and Bezeq, revealing that non-English voice support was unsolved while enterprises spent hundreds of millions on contact centers.
Wonderful's Global Sprint: 20 Sites, Hiring Bars & Guilds
Bar details Wonderful's expansion to 20 open sites — Israel, Greece, Romania, Italy, the Adriatics, UAE, Colombia, Switzerland, the Netherlands, the Nordics and France — moving at roughly a site a week out of belief that first-mover advantage cannot be overstated. He explains that retaining quality while scaling comes down to obsessive hiring and 'guilds,' where a head of each profession signs off on every hire and owns training and quality across all sites, targeting 40 sites by year end.