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The AI Race Is Becoming a Power Race March 9, 2026 Artificial Intelligence, Daily Disruptor
Ian explains why AI companies are no longer assuming that the power grid will keep up and what they are doing about it.
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.
China’s Kung Fu Robots Just Sent a Powerful Signal 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.
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...
Chart of the Week: The AI Race Is Now a Spending Race February 12, 2026 Artificial Intelligence, Daily Disruptor
Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.






