Latest Insights on XLU

How could Chinese AI models play a role in American businesses? The Chinese Elephant in the Room An AI model recently completed an assignment for roughly 98% less than one of its leading competitors. Why isn't everyone using it?
What are hyperscalers doing to deal with the power bottleneck? The AI Race Is Becoming a Power Race Ian explains why AI companies are no longer assuming that the power grid will keep up and what they are doing about it.
Could this tiny chip be about to make electronics more expensive? The AI Infrastructure Problem No One is Telling You About Ian King says that memory chips used to be boring. But market forces have turned them into a vital and scarce resource that could cost you...
Is China catching up to the U.S. in the race for superintelligence? Checking in With DeepSeek Last week, DeepSeek released updated AI models. Ian says they might show China catching up to the U.S. in the AI race.
Is the Dead Internet Theory a myth or a warning? Is the Internet Dead? Ian asks: If AI is getting harder and harder to tell apart from people, is it time to hold a funeral for the internet?

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