Latest Insights on GM

How is persistence impacting AI? Chart of the Week: How AI Is Learning to Stay on the Job Ian says AI is starting to behave more like a coworker. And it turns out researchers have been tracking the reason why this is happening.
How is the NYSE about to prove Ian's thesis that tokenization is inevitable? The NYSE Just Took a Big Step Toward Tokenization The NYSE is talking about making a “radical” change. Ian King insists it’s further proof of his thesis that tokenization is inevitable.
How is the U.S. approach to energy setting up the future of global energy use? Chart of the Week: Two Superpowers, Two Energy Futures
by Ian King January 29, 2026 Daily Disruptor, New Energy
Ian shares two charts showing two competing visions for how the global economy gets powered over the next several decades.
How can the U.S. deal with the coming electricity crisis? The Next Bottleneck in the AI Boom Isn’t Chips Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.
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.

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