Latest Insights on RDW
Q-Day Has Already Begun February 25, 2026 Daily Disruptor, Technology Based on what we've seen over the last seven months, Ian believes Q-Day could be coming a lot faster than most people expected. Here's why...
Is Blue Origin About to Have Its AWS Moment? February 20, 2026 Daily Disruptor, Technology AWS reshaped the entire tech industry by becoming the infrastructure of the internet. Ian says Blue Origin might make the same move in space.
Chart of the Week: Are We Back in 1997? February 19, 2026 Artificial Intelligence, Daily Disruptor This week's chart suggests we might be replaying the late-1990s internet boom all over again. Ian says it's clever, but also misleading...
Chart of the Week: The AI Race Is Now a Spending Race February 12, 2026 Artificial Intelligence, Daily Disruptor Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
The Next Bottleneck in the AI Boom Isn’t Chips January 28, 2026 Artificial Intelligence, Daily Disruptor Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.





