It is investor sentiment and FOMO. If your investors feel like AI is the answer you will need to start using AI.

I am not as negative on AI as the rest of the group here though. I think AI first companies will out pace companies that never start to learn the AI muscle. From my prospective these memos mostly seem reasonable.

I agree that a lot of the current push is driven by investor sentiment and a degree of FOMO. If capital markets start to believe AI is table stakes, companies don’t really have the option to ignore it anymore. That said, I’m not bearish on AI either. I think there’s a meaningful difference between chasing AI for signaling purposes and deliberately building an “AI muscle” inside the organization. Companies that start learning how to use, govern, and integrate AI thoughtfully are likely to outpace those that never engage at all. From that perspective, most of these memos feel fairly reasonable to me. They’re less about declaring AI as a silver bullet and more about acknowledging that standing still carries its own risk.

You might be misreading negative sentiment towards poor leadership as negative sentiment towards AI.

If AI is the answer, then there's no reason for a top-down mandate like this. People will just start using as they see fit because it helps them do their jobs better, instead of it being forced on them, which doesn't sound much like AI is the answer investors thought it was.