Latest Insights on SWX

How could crypto companies become major players in funding the U.S. government? Chart of the Week: The Stablecoin Treasury Boom Ian shares a chart showing something strange happening in the U.S. Treasury market that could upend the original goal of crypto.
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.
How will lower inference costs help make AI universal? Chart of the Week: How AI Becomes Universal To date, AI has mostly relied on large cloud providers and centralized compute. Ian shares a chart showing something different is coming.
Are robots about to become a normal part of our daily lives? Is 2026 the Year Robots Go Mainstream? President Trump recently issued an executive order that treats AI as critical infrastructure. Is he about to do the same thing for robots?
Did China just change the course of the AI race? China’s Secret Project Could Reshape the AI Race China recently confirmed a “secret” project is in the works. Ian King believes this machine could change the course of the AI race.

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