Latest Insights on SAGE
What Micron’s Monster Quarter Is Really Telling Us June 29, 2026 Artificial Intelligence, Daily Disruptor Micron's mind-blowing earnings prove that AI has become incredibly hungry for memory. Ian explains why that appetite is only getting bigger.
The Everything App Is Coming, But It’s Not What You Think June 26, 2026 Artificial Intelligence, Daily Disruptor More than 1.4 billion people use the "everything app" WeChat every month. What will it take to build something similar in the U.S.?
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 Future Is an Asset June 22, 2026 Artificial Intelligence, Daily Disruptor As artificial intelligence increases the value of accurate forecasts, Ian says prediction markets will become even more valuable. MEET OUR EXPERTS
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