25 Jan 2026Davos 2026 Reactions, EU INC goes Mainstream, Nihilist Penguin, Ryanair Vs
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.