Latest Insights on FOUN

What's really driving the semiconductor boom? Chart of the Week: The $1.6T Chip Market Is Being Rewritten by AI The semiconductor market is booming. This week, Ian shares a chart that provides a clear picture of where that growth is coming from.
The $300B Stablecoin Surge Is Coming for Your Deposits A battle is underway for your money. Ian says it could determine who controls trillions of dollars in deposits in the years ahead.
How is AI affecting the private credit market? Chart of the Week: The $1.3T Private Credit Market Is Starting to Crack 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? 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 Grok change the way we interact with AI? Is Everyone Underrating Grok? Ian says Grok is misunderstood because it doesn’t fit the usual way we compare AI models. Here's why that might be a mistake...

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