The most useful sentence is a diagnosis of how clients are getting it wrong: they see a cost opportunity rather than a revenue one. That framing decides everything downstream, because an organisation treating AI as cost reduction measures success by what disappears and arrives at a smaller version of what it already was. The market number offered — seventeen per cent index growth in 2025 that nobody foresaw — is deployed against bubble anxiety and argues in both directions, since unforecast gains are poor evidence for confidence in any current consensus. The panel then locates the real source of instability outside technology entirely, in three geopolitical situations generating enough uncertainty to dominate planning, which is a corrective worth taking seriously at a technology conference. Their closing question about thriving across multiple futures is correct and sits uneasily beside the cost framing they diagnosed at the start.