Latest Insights on UNH

How can the U.S. deal with the coming electricity crisis? The Next Bottleneck in the AI Boom Isn’t Chips Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.
How does today's AI boom remind Ian of the late 1990s? I’ve Seen This Set-Up Before Today's tech giants are starting to borrow more to support AI growth. Ian King sees an uncomfortable parallel to WorldCom in the late 1990s.
How is today's barbell shaped market different from the dot-com boom? Chart of the Week: The Market Has Split in Two If Ian's chart of the week gives you late-1990s déjà vu, you’re not imagining it. But there's an important difference from the dot-com era...
Should AI be celebrated or regulated... or both? The Two Stories You’re Hearing About AI Are Both True Ian King says the two stories you're hearing about AI today is normal when a new technology starts becoming embedded in our daily lives.
How much has AI improved productivity at work? Chart of the Week: AI Use at Work Ian King uses AI practically every day. But today's chart reveals how much productivity is surprisingly still left on the table...

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