Azeem Azhar

We are one hour and 13 minutes away from the president of the US will speak.

He has left an ominous note.

We'll find out.

You can never tell because he is a showman.

He is a dealmaker.

He will exercise his judgment.

But the Europeans and the Canadians in the last 24 hours have certainly been showing some metal

Unfortunately, Eric Brynjolfsson and I have a discussion on AI and organizations and how they're going to coping and what the early data is telling us that is happening at the same time as the Trump speech or around the same sort of time.

So I won't be able to be there, but I will speak to people and no doubt get a sense of what he said and what the mood is afterwards.

It was Thursday and my last day of live reports.

Shortly before Elon Musk was scheduled to speak, I recorded another live session to pull together the threads from the week.

Two themes had dominated, the awakening to real geopolitical fragmentation and the practical reality of AI adoption in organizations.

I'd also spent time with some brilliant startup founders, and there was a lot of reason for optimism.

I'm just standing outside the artwork of the Congress this year, which is a generative landscape.

Elon Musk will be speaking in about 15 minutes.

There is a queue forming.

He'll be talking to Larry Fink from BlackRock, who's the co-chair at the moment of the World Economic Forum.

Let me talk about what has really come across as the two things that are dominating discussion today.

Actually, they are the same two themes that have emerged in the last couple of updates.

The first is the geoeconomics, geopolitical fragmentation that we are seeing, a sense that this is more real, more live, more tangible, more practical than perhaps we had experienced in previous years.