Latest Insights on BOOM
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.
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...
The Smartest Way to Hedge Against AI Disruption February 17, 2026 Tim Sykes Daily There was a collective sigh of relief the first few years of ChatGPT… Users described it as a glorified autocomplete. Businesses found that most AI implementations still needed an employee to hold its hand. But that was three years ago. And in the tech sector, things happen fast.
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.
AI Is Growing Up And We Need To Guide It February 9, 2026 Artificial Intelligence, Daily Disruptor Ian says Dario Amodei's recent essay helps explain why the next phase of AI will test more than just the technology itself.





