Latest Insights on ASTR

How is distillation changing the AI race? Has China Found AI’s Cheat Code? Ian believes the next AI bottleneck for American AI companies could be stopping China from cloning their AI breakthroughs.
How could a recent ruling change the course of AI development? This Legal Battle Could Reshape AI A German court irecently ruled Google could be held liable for false statements from its AI. Ian believes that's just the beginning.
How far reaching is the AI boom? Chart of the Week: The Other Side of the AI Trade Ian says AI isn't just a U.S. story. This week's chart shows some of the biggest beneficiaries of the AI boom could be overseas.
How does the AI boom remind Ian of the previous massive tech buildout? The $2 Trillion Case for an AI Bubble The last time a technology changed the world, many companies at the center of the boom got wiped out. Ian explains why it could happen again.
What does Micron's phenomenal earnings tell us about the state of the AI boom? What Micron’s Monster Quarter Is Really Telling Us Micron's mind-blowing earnings prove that AI has become incredibly hungry for memory. Ian explains why that appetite is only getting bigger.

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