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Latest Insights on MSFT

How is AI affecting the private credit market? Chart of the Week: The $1.3T Private Credit Market Is Starting to Crack April 9, 2026 by Ian King Artificial Intelligence, Daily Disruptor Ian says the foundation of private credit is cracking due to pressure inside the loans that made this market so initially attractive...
How can we prepare for a world when AI can do 95% if intelligence labor? Are We Headed Toward a Zero Jobs Economy? April 8, 2026 by Ian King Artificial Intelligence, Daily Disruptor OpenAI’s CEO Sam Altman recently laid out his version of a New Deal for the age of artificial intelligence. Here's why Ian says it matters...
How could a new research paper unlock $100 billion in AI infrastructure savings? Google Just Made AI 80% Cheaper April 1, 2026 by Ian King Artificial Intelligence, Daily Disruptor Google Research published a paper that could cut the cost of running AI models by 80%. Ian says it could lead to $100 billion in savings.
How does this week's chart prove the massive spending on AI is reasonable compared to the dotcom era? Chart of the Week: Spending Like It’s 1998 February 26, 2026 by Ian King Artificial Intelligence, Daily Disruptor Ian King argues that despite the heavy spending on AI today, the underlying economics are very different from the dotcom era.
Does this week's chart prove we're in an AI bubble? Chart of the Week: Are We Back in 1997? February 19, 2026 by Ian King 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...

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