Latest Insights on RMO
Chart of the Week: The AI Boom Is Running Into a Wall June 25, 2026 Artificial Intelligence, Daily Disruptor Some data centers being announced today may take a lot longer to come online than you might expect. Ian shares a chart that explains why.
What Gets Built After SpaceX? June 24, 2026 Daily Disruptor, Technology Ian believes a new space economy could sprout up around SpaceX. And he's already looking for the businesses that could emerge post-IPO.
AI Is Unlocking History’s Lost Records June 19, 2026 Artificial Intelligence, Daily Disruptor Uncovering old records used to require historians to spend years digging through boxes and filing cabinets. Ian says AI could change that.
The AI Boom Is Facing a Revolt June 15, 2026 Artificial Intelligence, Daily Disruptor The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.
The Nvidia Moment for Space June 12, 2026 Daily Disruptor, Technology Most investors are debating whether SpaceX is worth $1.75 trillion, while Ian is laser focused on space becoming a mainstream market.






