Daily Disruptor

The AI Boom Is Facing a Revolt

The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.

Most investors are debating whether SpaceX is worth $1.75 trillion, while Ian is laser focused on space becoming a mainstream market.

Ian offers this week’s chart as a warning about SpaceX’s IPO..Because often a great company is not always a great stock on IPO day.

Ian says a new privacy market is set to become both a massive business and one of the most important technology battlegrounds of the decade.

Ian explains why privacy could soon mean something very different than it does today as AI becomes increasingly more powerful.

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