Latest Insights on KCE

What are hyperscalers doing to deal with the power bottleneck? The AI Race Is Becoming a Power Race Ian explains why AI companies are no longer assuming that the power grid will keep up and what they are doing about it.
How is AI changing hiring practices today? Chart of the Week: AI Is Reshaping the Labor Market Ian says if you want to see how AI is changing work, you just need to look at the hiring data. Today's chart reveals AI's shocking impact.
How are humanoid robots part of "Convergence X"? The $38 Billion Humanoid Robot Market Is a Clear Sign of “Convergence X”
by Ian King September 17, 2025 Daily Disruptor, Technology
Ian King says one of the clearest signs that he and George Gilder are right about "Convergence X" can be found in robotics. Here's why...
Is George Gilder right when he says value is more important than volume? Does The Real Chip Advantage Come From Volume or Value?
by Ian King September 3, 2025 Daily Disruptor, Technology
Entire communities are rebuilding around the return of chip manufacturing to U.S. soil. Here's how you could profit from value over volume...
Will Elon Musk's latest deal shift the balance of the 4th industrial revolution? Elon Musk’s $16.5 Billion Bet on the Return of U.S. Manufacturing
by Ian King August 6, 2025 Daily Disruptor, Technology
Elon Musk recently announced a suprising $16.5B deal. Ian King says it could help jumpstart the return of U.S. manufacturing dominance...

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