Latest Insights on BAX
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.
AI Is Growing Up And We Need To Guide It February 9, 2026 Artificial Intelligence, Daily Disruptor Ian says Dario Amodei's recent essay helps explain why the next phase of AI will test more than just the technology itself.
I’ve Seen This Set-Up Before January 21, 2026 Artificial Intelligence, Daily Disruptor Today's tech giants are starting to borrow more to support AI growth. Ian King sees an uncomfortable parallel to WorldCom in the late 1990s.
The Robot Revolution Is No Joke October 24, 2025 Daily Disruptor, Technology Ian shares a funny video and story about a delivery robot. But he insists the potential $375B robotics industry is no laughing matter...
China’s Next Industrial Revolution Is Out of This World October 13, 2025 Daily Disruptor, Technology China has become the world’s largest car exporter, and it wants to repeat that success with rockets and satellites. Ian King has concerns...





