Latest Insights on PM

How could the rivalry between Anthropic and OpenAI affect you? The AI Cold War Is Heating Up Ian explains why the rivalry between OpenAI and Anthropic has escalated beyond model releases into a fight for the future of AI.
Is the world's most valuable crypto prepared for Q-Day? What Happens to Bitcoin on Q-Day? Once quantum computers can crack modern encryption, the world’s largest cryptocurrency could become the most valuable target on Earth.
How could crypto companies become major players in funding the U.S. government? Chart of the Week: The Stablecoin Treasury Boom Ian shares a chart showing something strange happening in the U.S. Treasury market that could upend the original goal of crypto.
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 will AI impact the use of stablecoins? Why AI Needs Its Own Money Ian explains why AI will legitimize stablecoins as the payment system that the next version of the internet actually needs.

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