Latest Insights on AMZN

How does this week's chart prove the massive spending on AI is reasonable compared to the dotcom era? Chart of the Week: Spending Like It’s 1998 Ian King argues that despite the heavy spending on AI today, the underlying economics are very different from the dotcom era.
Is Blue Origin the tortoise to SpaceX's hare in the space race? Is Blue Origin About to Have Its AWS Moment?
by Ian King February 20, 2026 Daily Disruptor, Technology
AWS reshaped the entire tech industry by becoming the infrastructure of the internet. Ian says Blue Origin might make the same move in space.
How will Big Tech's spending spree affect the future of AI? Chart of the Week: The AI Race Is Now a Spending Race Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
There’s an AI Market Selloff Everywhere Except Here
by Tim Sykes February 11, 2026 Tim Sykes Daily
Major tech stocks sank lower last week as AI bubble fears persisted. Companies like Alphabet, Meta and Amazon are forecast to spend $660 billion on AI in 2026. And investors’ jaws dropped. Alongside the stock price…
Which AI company has taken a surprising lead in the enterprise AI race? Chart of the Week: The Enterprise AI Race Has a Surprise Leader Ian King reveals a chart that shows there's not clear winner in the AI race yet. But there is surprising new leader...

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