Latest Insights on GIS

What's really driving the semiconductor boom? Chart of the Week: The $1.6T Chip Market Is Being Rewritten by AI The semiconductor market is booming. This week, Ian shares a chart that provides a clear picture of where that growth is coming from.
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 the lastest news about Anthropic be a harbinger of what's to come? AI Is Starting to Act on Its Own Ian says the strange headlines about Anthropic lately reveal what happens when AI becomes so powerful it can't be fully controlled.
The $300B Stablecoin Surge Is Coming for Your Deposits A battle is underway for your money. Ian says it could determine who controls trillions of dollars in deposits in the years ahead.
How is AI affecting the private credit market? Chart of the Week: The $1.3T Private Credit Market Is Starting to Crack Ian says the foundation of private credit is cracking due to pressure inside the loans that made this market so initially attractive...

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