I agree that a lot of the current push is driven by investor sentiment and a degree of FOMO. If capital markets start to believe AI is table stakes, companies don’t really have the option to ignore it anymore. That said, I’m not bearish on AI either. I think there’s a meaningful difference between chasing AI for signaling purposes and deliberately building an “AI muscle” inside the organization. Companies that start learning how to use, govern, and integrate AI thoughtfully are likely to outpace those that never engage at all. From that perspective, most of these memos feel fairly reasonable to me. They’re less about declaring AI as a silver bullet and more about acknowledging that standing still carries its own risk.