&gt; It feels like this AI first world is arriving. That’s big.<p>AI is today&#x27;s &quot;one word: plastics!&quot; (<a href="https:&#x2F;&#x2F;www.youtube.com&#x2F;watch?v=Dug-G9xVdVs" rel="nofollow">https:&#x2F;&#x2F;www.youtube.com&#x2F;watch?v=Dug-G9xVdVs</a>). Much hype, some substance, lots of people throwing money around.