Key Themes

Moore's Law Acceleration: What doubled every 18 months now doubles every 6 months through AI innovation.

India as AI Hub: 15 years of population-scale digital infrastructure (UPI: 400M users, 16B monthly transactions), tech-friendly political leadership, and a receptive public.

Change Management: The biggest challenge for CEOs. Business process re-engineering is mandatory. Microsoft achieved double-digit efficiency gains in marketing, customer service, and IT operations.

Responsible AI: Scaling laws remain valid but data/system complexity increases. "Grounding services" where AI checks AI are among the most promising developments.

Application Architecture Shift: Business logic moves from vertical SaaS databases to agent orchestration layers. Copilot becomes AI's UI.

Enterprise AI: Entitlements, memory, and tool access are critical. Data governance and security are non-negotiable.

Action Items for CEOs: (1) Optimize tokens/dollar/watt ratios, (2) Actually deploy AI broadly — don't just talk about it.

"Don't worship AI's abundance — actively use it."