Latest Insights on SFM
The AI Race Is Becoming a Power Race March 9, 2026 Artificial Intelligence, Daily Disruptor Ian explains why AI companies are no longer assuming that the power grid will keep up and what they are doing about it. 
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.
Chart of the Week: Two Superpowers, Two Energy Futures January 29, 2026 Daily Disruptor, New Energy Ian shares two charts showing two competing visions for how the global economy gets powered over the next several decades.
Green Energy is Dead. Long Live Green Energy! November 19, 2025 Daily Disruptor, Green Energy Ian has an issue with a NYT article that glosses over a potentially huge opportunity for the U.S. to lead the next global clean energy wave.
Ford’s Second Model T Moment August 20, 2025 Daily Disruptor, Technology Ford is attempting another manufacturing revolution. But Ian King says this time the stakes are even higher than they were with the Model T.MEET OUR EXPERTS
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