But this meeting is a course correction for how they're using AI, which is a huge initiative. He'll be trying to sell the right balance of "keep using the technology, but don't fuck anything up."
Too cautious, everyone freezes and there's a slowdown[0]. Too soft, everyone thinks it's "another empty warning not to fuck up" and they go right back to fucking everything up because the real message was "don't you dare slow down." After the talk, people will have conversations about "what did they really mean?"
[0] If you hate AI, feel free to flip the direction of the effect.