Latest Insights on GOOG

What are hyperscalers doing to deal with the power bottleneck? The AI Race Is Becoming a Power Race Ian explains why AI companies are no longer assuming that the power grid will keep up and what they are doing about it.
How does this week's chart prove the massive spending on AI is reasonable compared to the dotcom era? Chart of the Week: Spending Like It’s 1998 Ian King argues that despite the heavy spending on AI today, the underlying economics are very different from the dotcom era.
What does China’s robot spectacle mean for the future of labor? China’s Kung Fu Robots Just Sent a Powerful Signal
by Ian King February 23, 2026 Daily Disruptor, Technology
Ian says last week's humanoid robot spectacle on Chinese television signals we’re getting a lot closer to seeing these machines on the job.
Does this week's chart prove we're in an AI bubble? Chart of the Week: Are We Back in 1997? 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...
How will Big Tech's spending spree affect the future of AI? Chart of the Week: The AI Race Is Now a Spending Race Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.

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