Latest Insights on AMAT
Chart of the Week: AI Is Going Off Script September 24, 2026 Artificial Intelligence, Daily Disruptor
When an AI agent goes off script, it can do something you never asked it to do. Ian shares a chart that shows how frequently it's happening.
The Robotaxi Race Just Got Serious September 14, 2026 Daily Disruptor, Technology
Ian has run the numbers. Here's why he believes the robotaxi business could be far more attractive than Wall Street realizes.
The Real Meaning of Labor Day September 7, 2026 Artificial Intelligence, Daily Disruptor, Technology
Over the last two centuries, technology has improved human productivity. Ian explains why AI could greatly accelerate those gains.
Bill Gates Just Sounded the Alarm on AI September 2, 2026 Artificial Intelligence, Daily Disruptor
In a new blog post, the man who helped usher in the computer revolution expressed grave concerns about AI. Ian explains why Gates is worried.
Chart of the Week: The AI Boom Is About to Get Much Bigger August 27, 2026 Artificial Intelligence, Daily Disruptor
AI agents can work around the clock. Ian shares a chart that shows just how dramatically that’s changing compute demand.






