Latest Insights on ESTE

How could cheaper AI agents lead to higher costs for businesses? Why Cheap AI Could Cost More As businesses begin deploying AI agents at scale, Ian says uncertainty around costs will have enormous implications for the economics of AI.
How much cheaper are Chinese AI models to use? Chart of the Week: The Falling Cost of AI AI models aren't just getting smarter, they're also getting cheaper to use. Ian shares a chart that shows how dramatic the difference can be.
Thank You Shorts (for Being So Predictable)
by Tim Sykes August 17, 2026 Tim Sykes Daily
Did you see it yesterday? It was absolutely gorgeous. Thanks to short sellers, it was almost like looking into a crystal ball… The crazy thing is, these kinds of moves happen for one reason. And when they do, I encourage you to focus on only one stock…
How is Microsoft's AI strategy tied to the concept of Sovereign AI? Microsoft’s Secret Weapon in the AI Race Microsoft's CEO recently outlined the company's broader AI strategy. Ian says it gives us a glimpse of where Sovereign AI is heading.
How could AI radically alter the speed at which it improves? AI Is Starting to Improve Itself What happens when AI becomes good enough to improve itself? It's called recursive self-imporvement. And Ian says it's already happening.

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