Latest Insights on ASO

How could Grok change the way we interact with AI? Is Everyone Underrating Grok? Ian says Grok is misunderstood because it doesn’t fit the usual way we compare AI models. Here's why that might be a mistake...
Does a new AI research tool represent an early version of AGI? AI Just Started Improving Itself Andrej Karpathy's autoresearch tool can write, test and refine code all on its own. Ian says it's starting to look like an early form of AGI.
How does Elon Musk's new facility fit into his plans for outer space? The Real Reason Behind Musk’s New $25 Billion Factory Ian says the implications of Elon Musk's new $25 billion Terafab factory extend well beyond this one facility. All the way into outer space.
A Tale of 2 After-Hours Runners
by Tim Sykes March 27, 2026 Tim Sykes Daily
This is a tale of 2 after-hours runners. Both spiked on earnings… But only 1 kept going. Which was the better stock to trade, and why? The lesson is simple, but super important. And it goes back to why my number one scan hasn’t changed… Even after 25 years… Why Big Percent Gainers Can Keep […]
How much bigger will the AI infrastructure buildout get? Chart of the Week: The $1 Trillion AI Surge A year ago, the big question about AI was whether it would live up to the hype. Ian says the question now is whether the world can keep up.

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