Semafor’s World Economy Summit: Divesh Makan on ICONIQ, AI, and Supporting Uncommon Founders

At Semafor’s World Economy Summit, ICONIQ founding partner Divesh Makan reflects on how the firm’s early investments in data centers shaped its perspective on AI before the market fully came into focus. He explores why compute demand continues to outpace expectations, even among the largest companies, and how AI adoption is beginning to reshape how organizations operate—not just as a product shift, but as a fundamental change in how teams can work, learn, and make decisions.