Several readers have asked why we're so AI-obsessed in our columns and business planning. • Our response: Imagine knowing electricity or the internet were coming ... before both fully and wholly upended business, culture and life. That's the AI moment we see unfolding today.

Why it matters: We want to pull back the curtain on what we're seeing and thinking, to encourage you to be equally curious and obsessed.

We're clear-eyed: Every AI company and investor has massive incentive to hype the most glorious AI case. So the technology might never live up to its promise. • But this would require every CEO of America's seven biggest companies to be collectively delusional about where they're spending trillions in combined capital.

Reality check: There's an emerging conventional wisdom that

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