Latest Insights on VLN

How could crypto companies become major players in funding the U.S. government? Chart of the Week: The Stablecoin Treasury Boom Ian shares a chart showing something strange happening in the U.S. Treasury market that could upend the original goal of crypto.
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 will lower inference costs help make AI universal? Chart of the Week: How AI Becomes Universal To date, AI has mostly relied on large cloud providers and centralized compute. Ian shares a chart showing something different is coming.
How does today's AI boom remind Ian of the late 1990s? I’ve Seen This Set-Up Before Today's tech giants are starting to borrow more to support AI growth. Ian King sees an uncomfortable parallel to WorldCom in the late 1990s.
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.

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