Latest Insights on TME
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.
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.
AI Is Changing the Definition of Privacy June 8, 2026 Artificial Intelligence, Daily Disruptor Ian explains why privacy could soon mean something very different than it does today as AI becomes increasingly more powerful.






