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How is the U.S. approach to energy setting up the future of global energy use? Chart of the Week: Two Superpowers, Two Energy Futures
by Ian King January 29, 2026 Daily Disruptor, New Energy
Ian shares two charts showing two competing visions for how the global economy gets powered over the next several decades.
How can the U.S. deal with the coming electricity crisis? The Next Bottleneck in the AI Boom Isn’t Chips Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.
How will lower inference costs help make AI universal? Chart of the Week: How AI Becomes Universal To date, AI has mostly relied on large cloud providers and centralized compute. Ian shares a chart showing something different is coming.
How does today's AI boom remind Ian of the late 1990s? I’ve Seen This Set-Up Before Today's tech giants are starting to borrow more to support AI growth. Ian King sees an uncomfortable parallel to WorldCom in the late 1990s.
How could this small device change how we interface with AI? How Lenovo Is Rethinking the Future of AI Interfaces If what Ian saw at CES works the way Lenovo and Motorola are suggesting it will, he believes it could mark a new breakthrough in wearable AI.

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