Latest Insights on GM

How is the NYSE about to prove Ian's thesis that tokenization is inevitable? The NYSE Just Took a Big Step Toward Tokenization The NYSE is talking about making a “radical” change. Ian King insists it’s further proof of his thesis that tokenization is inevitable.
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.

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