Latest Insights on MSFT

How could Palantir and Nvidia help change the economics of AI? The Next AI Fortune Might Fit in a Shipping Container Most shipping containers are pretty boring. But Ian says this one could create the next wave of winners in the AI infrastructure boom.
How could Musk V. Altman impact the future of AI? The Trial That Could Decide Who Controls the Future of AI Ian says the Musk v. Altman trial isn’t just about OpenAI. It’s about who gets to control one of the most powerful technologies ever...
What do AI insiders see that most investors don't? Chart of the Week: The Smart Money Inside Tech Is Still Bullish on AI
by Ian King April 30, 2026 Daily Disruptor, Technology
One of the biggest debates today is about whether AI spending has gone too far. Ian shares a chart that suggests insiders think it hasn’t.
How is AI fundamentally changing computing? AI Just Broke the Old Computing Model The entire foundation of computing is coming apart. But Ian isn't panicking because it has happened before. Here's what's different today...
How is AI affecting the private credit market? Chart of the Week: The $1.3T Private Credit Market Is Starting to Crack Ian says the foundation of private credit is cracking due to pressure inside the loans that made this market so initially attractive...

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