Latest Insights on BB

What proof do we have that AI progress isn't slowing down? Chart of the Week: AI Progress Is Still Accelerating Some people believe that AI’s biggest breakthroughs could already be behind us. But Ian's shares a chart that suggests the opposite is true.
How could China's plan to employ an army of robots impact the next phase of AI? The U.S. Might Not Be Ready for the Next Phase of AI China's plan is to send out thousands of robots to run its energy infrastructure. Ian says this could decide the next phase of the AI race.
4 Lessons From the CAR Short Squeeze
by Tim Sykes April 29, 2026 Tim Sykes Daily
You saw it, right? CAR finally drove off a cliff. I know MANY big short sellers who were averaging up from the $200s, $300s, even into the $700s. It takes a certain kind of narcissist to believe they’re right, even when the price action goes against them hundreds of dollars per share. “It can’t keep going, right?” WRONG!
What could hold the U.S. back from building more humanoid robots? This One Material Could Hold Back the Robot Revolution
by Ian King April 24, 2026 Daily Disruptor, Technology
Ian says a humanoid robot can require several kilograms of a special material spread across all of its motors. Here's why that's a problem.
How is the AI boom different from the dotcom boom? Chart of the Week: AI Funding Just Hit a Historic High This week's chart shows how aggressively capital is chasing the AI boom. Ian says the numbers are unlike anything we’ve ever seen before.

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