Latest Insights on MSFT
AI Might Not Kill Software, But It Could Do Something Worse October 19, 2026 Artificial Intelligence, Daily Disruptor
Ian warns about how AI could destroy one of the biggest advantages that made software companies so valuable to Wall Street.
The Next AI Fortune Might Fit in a Shipping Container August 10, 2026 Artificial Intelligence, Daily Disruptor
Most shipping containers are pretty boring. But Ian says this one could create the next wave of winners in the AI infrastructure boom.
The Trial That Could Decide Who Controls the Future of AI May 6, 2026 Artificial Intelligence, Daily Disruptor
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...
Chart of the Week: The Smart Money Inside Tech Is Still Bullish on AI 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.
AI Just Broke the Old Computing Model April 17, 2026 Artificial Intelligence, Daily Disruptor
The entire foundation of computing is coming apart. But Ian isn't panicking because it has happened before. Here's what's different today...






