Good morning. I did not expect to return from the Yale CEO Caucus in Washington yesterday feeling more hopeful than when I arrived. After all, this is day 200 of the Iran War, which has killed thousands, exposed security gaps, cost U.S. taxpayers at least $42 billion, and sparked global protests amid rising fuel costs. There’s concern about the economy, the markets, jobs, climate, compute, and the state of the union, not to mention OpenAI’s Sam Altman and Anthropic’s Dario Amodei pondering whether their products will kill us all. Where’s the hope in that? While the semiannual gathering of CEOs,…


