πGood morning. There's a particular kind of Thursday energy in the air today β not the frantic scramble of a Monday, not yet the exhale of a Friday, but the quiet hum of a business world mid-week and mid-reckoning. Boardrooms everywhere seem to be asking the same uncomfortable question: what do we actually need humans for, and how many fewer of them can we get away with? Governments are picking sides in fights that didn't exist five years ago. Legendary investors are recalibrating decades-old playbooks for an AI-shaped future. Nobody's panicking. Everybody's paying very close attention. Here's what actually happened.

