Latest Insights on ASTR

What will the everything app of the future look like? The Everything App Is Coming, But It’s Not What You Think 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.?
How is our electrical grid holding us back from winning the AI race? Chart of the Week: The AI Boom Is Running Into a Wall 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.
How big could the space economy get? What Gets Built After SpaceX? Ian believes a new space economy could sprout up around SpaceX. And he's already looking for the businesses that could emerge post-IPO.
How are OpenAI and Nvidia accelerating robotics? The Great Robot Buildout The big AI companies are increasingly turning their attention to robotics. Ian explains why you should too.
How are everyday Americans affecting the AI buildout? The AI Boom Is Facing a Revolt The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.

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