Latest Insights on BOOM
Is RentAHuman the Future of Labor? March 2, 2026 Artificial Intelligence, Daily Disruptor 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?
NVDA Just Exposed The Entire Market 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. […]
Chart of the Week: Spending Like It’s 1998 February 26, 2026 Artificial Intelligence, Daily Disruptor Ian King argues that despite the heavy spending on AI today, the underlying economics are very different from the dotcom era.
Chart of the Week: Are We Back in 1997? February 19, 2026 Artificial Intelligence, Daily Disruptor This week's chart suggests we might be replaying the late-1990s internet boom all over again. Ian says it's clever, but also misleading...
The Smartest Way to Hedge Against AI Disruption February 17, 2026 Tim Sykes Daily There was a collective sigh of relief the first few years of ChatGPT… Users described it as a glorified autocomplete. Businesses found that most AI implementations still needed an employee to hold its hand. But that was three years ago. And in the tech sector, things happen fast.





