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Latest Insights on KFY

How could Palantir and Nvidia help change the economics of AI? The Next AI Fortune Might Fit in a Shipping Container
by Ian King August 10, 2026 Artificial Intelligence, Daily Disruptor
Most shipping containers are pretty boring. But Ian says this one could create the next wave of winners in the AI infrastructure boom.
How will Big Tech's spending spree affect the future of AI? Chart of the Week: The AI Race Is Now a Spending Race
by Ian King 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.
How could this small device change how we interface with AI? How Lenovo Is Rethinking the Future of AI Interfaces
by Ian King January 14, 2026 Artificial Intelligence, Daily Disruptor
If what Ian saw at CES works the way Lenovo and Motorola are suggesting it will, he believes it could mark a new breakthrough in wearable AI.
Could this tiny chip be about to make electronics more expensive? The AI Infrastructure Problem No One is Telling You About
by Ian King December 17, 2025 Artificial Intelligence, Daily Disruptor
Ian King says that memory chips used to be boring. But market forces have turned them into a vital and scarce resource that could cost you...
Are robots about to become a normal part of our daily lives? Is 2026 the Year Robots Go Mainstream?
by Ian King December 10, 2025 Artificial Intelligence, Daily Disruptor, Technology
President Trump recently issued an executive order that treats AI as critical infrastructure. Is he about to do the same thing for robots?

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