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Chart of the Week: Are We Back in 1997? February 19, 2026 Artificial Intelligence, Daily Disruptor
This week's chart suggests we might be replaying the late-1990s internet boom all over again. Ian says it's clever, but also misleading...
Chart of the Week: The AI Race Is Now a Spending Race February 12, 2026 Artificial Intelligence, Daily Disruptor
Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
The Next Bottleneck in the AI Boom Isn’t Chips January 28, 2026 Artificial Intelligence, Daily Disruptor
Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.
Seeing Robotaxis In the Wild January 26, 2026 Daily Disruptor, Technology
Ian says the biggest obstacle in the robotaxi race is that autonomous driving companies are having to deal with the messy real world.
Chart of the Week: How AI Becomes Universal January 22, 2026 Artificial Intelligence, Daily Disruptor
To date, AI has mostly relied on large cloud providers and centralized compute. Ian shares a chart showing something different is coming.






