Latest Insights on SG
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.
China’s Kung Fu Robots Just Sent a Powerful Signal February 23, 2026 Daily Disruptor, Technology Ian says last week's humanoid robot spectacle on Chinese television signals we’re getting a lot closer to seeing these machines on the job.
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...
Big Money Isn’t Leaving Crypto February 13, 2026 Cryptocurrency, Daily Disruptor Crypto investors are exiting while the world’s largest asset manager is wiring traditional assets into DeFi rails. Ian explains why...
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.





