Latest Insights on AMAT

How often do AI agents do something we didn't ask them to do? Chart of the Week: AI Is Going Off Script When an AI agent goes off script, it can do something you never asked it to do. Ian shares a chart that shows how frequently it's happening.
How are the economics of robotaxis changing? The Robotaxi Race Just Got Serious
by Ian King September 14, 2026 Daily Disruptor, Technology
Ian has run the numbers. Here's why he believes the robotaxi business could be far more attractive than Wall Street realizes.
How will AI change the meaning of labor? The Real Meaning of Labor Day Over the last two centuries, technology has improved human productivity. Ian explains why AI could greatly accelerate those gains.
Why is Microsoft's founder so concerned about AI? Bill Gates Just Sounded the Alarm on AI In a new blog post, the man who helped usher in the computer revolution expressed grave concerns about AI. Ian explains why Gates is worried.
How are AI agents changing the AI economy? Chart of the Week: The AI Boom Is About to Get Much Bigger AI agents can work around the clock. Ian shares a chart that shows just how dramatically that’s changing compute demand.

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