Latest Insights on ASTS

How does the AI boom remind Ian of the previous massive tech buildout? The $2 Trillion Case for an AI Bubble The last time a technology changed the world, many companies at the center of the boom got wiped out. Ian explains why it could happen again.
What does Micron's phenomenal earnings tell us about the state of the AI boom? What Micron’s Monster Quarter Is Really Telling Us Micron's mind-blowing earnings prove that AI has become incredibly hungry for memory. Ian explains why that appetite is only getting bigger.
How are prediction markets poised to affect the future of investing? The Future Is an Asset As artificial intelligence increases the value of accurate forecasts, Ian says prediction markets will become even more valuable.
How is AI changing the way humans interact with the internet? The Strange New Filter Taking Over the Internet Ian says a growing lack of trust in how content is produced online is leading to one of the strangest side effects of the AI boom so far.
How could the AI infrastructure race expand to the Moon? The Moon’s Trillion-Dollar Gold Rush Ian says the AI boom is starting to push infrastructure beyond the normal limits. Some companies are looking for a solution on the Moon.

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