Latest Insights on RDW

Does this week's chart prove we're in an AI bubble? Chart of the Week: Are We Back in 1997? 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...
How will Big Tech's spending spree affect the future of AI? Chart of the Week: The AI Race Is Now a Spending Race Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
How can the U.S. deal with the coming electricity crisis? The Next Bottleneck in the AI Boom Isn’t Chips Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.
How are Telsa and Waymo faring in the robotaxi race? Seeing Robotaxis In the Wild
by Ian King 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.
How will lower inference costs help make AI universal? Chart of the Week: How AI Becomes Universal To date, AI has mostly relied on large cloud providers and centralized compute. Ian shares a chart showing something different is coming.

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