Latest Insights on PLAY

The Data Revolution in DNA The compounding power of Moore's Law allowed for the internet the smartphone and AI. Now Ian says it's being applied to the human genome.
How is AI changing hiring practices today? Chart of the Week: AI Is Reshaping the Labor Market Ian says if you want to see how AI is changing work, you just need to look at the hiring data. Today's chart reveals AI's shocking impact.
The Only Job Security in an AI Economy
by Tim Sykes March 5, 2026 Tim Sykes Daily
Jack Dorsey, co-founder of Twitter and Block, Inc. (formerly Square, Inc.), just fired 40% of his workforce. That’s 4,000 employees. Gone. And you’re running out of time to avoid the same fate… His explanation? “Our business is strong.” Why cut 4,000 people if the business is thriving? It’s simple … AI does their jobs now.
NVDA Just Exposed The Entire Market
by Tim Sykes March 2, 2026 Tim Sykes Daily
On February 25, during after hours, NVIDIA (NVDA) beat revenue expectations by more than $2 billion. And the next morning, the stock fell 5%. Read that again. A company posts blockbuster earnings, one of the biggest beats of the year, and Wall Street’s response is to sell it. This is the world’s most valuable company. […]
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.

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