Latest Insights on SPR

Where should investors look for the most promising opportunities in robotics? Is Robotics Nearing Its Windows Moment? Ian asks: what if the companies building robots matter less than the ones building the systems those machines depend on?
What could hold the U.S. back from building more humanoid robots? This One Material Could Hold Back the Robot Revolution
by Ian King April 24, 2026 Daily Disruptor, Technology
Ian says a humanoid robot can require several kilograms of a special material spread across all of its motors. Here's why that's a problem.
How is the AI boom different from the dotcom boom? Chart of the Week: AI Funding Just Hit a Historic High This week's chart shows how aggressively capital is chasing the AI boom. Ian says the numbers are unlike anything we’ve ever seen before.
How is AI fundamentally changing computing? AI Just Broke the Old Computing Model The entire foundation of computing is coming apart. But Ian isn't panicking because it has happened before. Here's what's different today...
What's really driving the semiconductor boom? Chart of the Week: The $1.6T Chip Market Is Being Rewritten by AI The semiconductor market is booming. This week, Ian shares a chart that provides a clear picture of where that growth is coming from.

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