India, April 1 -- Cognitive warmup. I'll be blunt. The really, really dark cloud of the geopolitical conflict unfolding in West Asia has the slimmest of silver linings (albeit a temporary one; though one would always pray war is also temporary, if it does have to happen)-the AI bros have been mostly silent (except Huang, I'll get to that in a moment). There is probably a realisation that the world doesn't revolve around AI, irrespective of any bubble inflating assumptions that have been loudest in the past couple of years. Replacing humans with AI en masse, being one.

More to the point, there's a realisation every day this war has been on and every further day this war goes on: We can clearly see the fragility of the very foundations of ...