Latest Insights on BAC

How is Convergence X showing up in today's headlines? The Strange Pace of Progress Ian digs into a series of bizarre headline from the past week to explain why the pace of progress is starting to feel downright surreal.
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.
The Strongest Catalyst in the History of the Market
by Tim Sykes March 9, 2026 Tim Sykes Daily
We’re in the first few days of an escalating war in Iran… The UAE defence ministry says it’s responding to more Iranian missile and drone threats. Explosions were reported in Qatar and Bahrain. Azerbaijan says it’s preparing “retaliatory measures” after being attacked by two Iranian drones. UK Prime Minister Keir Starmer says he will send four fighter jets to Qatar to strengthen defensive operations. Trump himself said the war could last weeks.
The One Factor Holding Your Account Back
by Tim Sykes March 3, 2026 Tim Sykes Daily
You’re so close to consistent trading gains. There’s only one thing holding you back… I see it every day: The opening bell rings. The coffee’s hot. The spikes are hotter. There’s face-ripping volatility in the market (especially right now). You’re ready.
How is the relationship between AI and human labor about to change? Is RentAHuman the Future of Labor? We know AI is replacing jobs. Ian asks what happens when AI systems start hiring people to do the kind of work they can’t do themselves?

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