Latest Insights on SDS

How could Chinese AI models play a role in American businesses? The Chinese Elephant in the Room An AI model recently completed an assignment for roughly 98% less than one of its leading competitors. Why isn't everyone using it?
How is the U.S. approach to energy setting up the future of global energy use? Chart of the Week: Two Superpowers, Two Energy Futures
by Ian King January 29, 2026 Daily Disruptor, New Energy
Ian shares two charts showing two competing visions for how the global economy gets powered over the next several decades.
Should AI be celebrated or regulated... or both? The Two Stories You’re Hearing About AI Are Both True Ian King says the two stories you're hearing about AI today is normal when a new technology starts becoming embedded in our daily lives.
Did China just change the course of the AI race? China’s Secret Project Could Reshape the AI Race China recently confirmed a “secret” project is in the works. Ian King believes this machine could change the course of the AI race.
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...

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