Latest Insights on ESEA

How is AI self-evolving? AI Is Starting to Design the Machines That Will Replace It Ian says AI isn’t just increasing the demand for chips, it’s starting to help design them. Here's how it could accelerate AI....
Meme Stock Hype and a Classic Bounce
by Tim Sykes April 28, 2026 Tim Sykes Daily
This is crazy. Recently, a stock trading above $10 per share pulled off one of the most beautiful panic and bounce patterns we’ve seen in a while. How? 3 words… Meme. Stock. Hype.
How has Meta's new AI changed the trajectory of the AI race? Meta’s $135B Bet on AI Is Starting to Pay Off Meta's AI products hadn't made the company a legitimate contender in the AI race. Ian says that changed last week
How could a new research paper unlock $100 billion in AI infrastructure savings? Google Just Made AI 80% Cheaper Google Research published a paper that could cut the cost of running AI models by 80%. Ian says it could lead to $100 billion in savings.
Does a new AI research tool represent an early version of AGI? AI Just Started Improving Itself Andrej Karpathy's autoresearch tool can write, test and refine code all on its own. Ian says it's starting to look like an early form of AGI.

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