Latest Insights on TSM

Is the U.S. finally taking a stand on AI infrastructure? Who’s Going to Pay for the AI Boom? For the past year, Ian has predicted AI would become too important for the U.S. government not to intervene. That prediction is coming true.
How far reaching is the AI boom? Chart of the Week: The Other Side of the AI Trade Ian says AI isn't just a U.S. story. This week's chart shows some of the biggest beneficiaries of the AI boom could be overseas.
How is AI changing hiring practices today? Chart of the Week: AI Is Reshaping the Labor Market Ian says if you want to see how AI is changing work, you just need to look at the hiring data. Today's chart reveals AI's shocking impact.
How should we deal with AI that's growing up fastr than we expected? AI Is Growing Up And We Need To Guide It Ian says Dario Amodei's recent essay helps explain why the next phase of AI will test more than just the technology itself.
How is the U.S. approach to energy setting up the future of global energy use? Chart of the Week: Two Superpowers, Two Energy Futures
by Ian King 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.

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