Latest Insights on TELL

How are OpenAI and Nvidia accelerating robotics? The Great Robot Buildout The big AI companies are increasingly turning their attention to robotics. Ian explains why you should too.
How are everyday Americans affecting the AI buildout? The AI Boom Is Facing a Revolt The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.
What have we learned about Nvidia's rise that we can apply to the SpaceX IPO? The Nvidia Moment for Space Most investors are debating whether SpaceX is worth $1.75 trillion, while Ian is laser focused on space becoming a mainstream market.
Should you go all-in on tomorrow's SpaceX IPO? Chart of the Week: The SpaceX Paradox Ian offers this week’s chart as a warning about SpaceX's IPO..Because often a great company is not always a great stock on IPO day.
How is AI changing the meaning of privacy? The New Privacy Arms Race Ian says a new privacy market is set to become both a massive business and one of the most important technology battlegrounds of the decade.

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