Latest Insights on AMAT

Why is Microsoft's founder so concerned about AI? Bill Gates Just Sounded the Alarm on AI In a new blog post, the man who helped usher in the computer revolution expressed grave concerns about AI. Ian explains why Gates is worried.
How are AI agents changing the AI economy? Chart of the Week: The AI Boom Is About to Get Much Bigger AI agents can work around the clock. Ian shares a chart that shows just how dramatically that’s changing compute demand.
How much cheaper are Chinese AI models to use? Chart of the Week: The Falling Cost of AI AI models aren't just getting smarter, they're also getting cheaper to use. Ian shares a chart that shows how dramatic the difference can be.
How does Meta's CEO envision a future of abundant intelligence? Mark Zuckerberg Thinks We’re Looking at AI The Wrong Way Ian discusses Mark Zuckerberg's blueprint for what the world could look like once artifical intelligence becomes abundant.
How are Microsoft's rivals tackling AI’s learning problem? The AI Giants Are Making Themselves Replaceable Microsoft wants to separate what AI learns from the model itself. Ian shows how its rivals are approaching the same problem.

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