Latest Insights on YY

How is today's barbell shaped market different from the dot-com boom? Chart of the Week: The Market Has Split in Two If Ian's chart of the week gives you late-1990s déjà vu, you’re not imagining it. But there's an important difference from the dot-com era...
How could Elon Musk turn X into an "everything app"? Elon Musk’s Most Ambitious Infrastructure Play Isn’t Space or AI
by Ian King January 5, 2026 Daily Disruptor, Technology
China's WeChat evolved from a messaging app into the backbone of everyday commerce. Could Elon Musk's X app have a similar goal for the U.S.?
How is Elon Musk embedding his companies into the federal governmnet? Elon Musk Left DOGE… But He Hasn’t Left Washington
by Ian King January 2, 2026 Daily Disruptor, Technology
Most people view Musk’s DOGE tenure as an awkward experiment or worse. But Ian believes it was just another move in a much longer game...
How is AI keeping the lights on this New Year's Eve? How AI Gets the Grid Through New Year’s Eve Ian King says the kind of synchronized energy demand we experience on New Year’s Eve isn’t typical. AI is helping to keep the party going...
How did one company's recent move change the "pre-hype" trajectory of quantum computing? Is Quantum Entering Its Infrastructure Phase?
by Ian King December 29, 2025 Daily Disruptor, Technology
AI was stuck in a "pre-hype purgatory" until ChatGPT launched. Ian says quantum might be about to experience a similar moment...

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