Latest Insights on PM

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.
What have we learned about Nvidia's rise that we can apply to the SpaceX IPO? The Nvidia Moment for Space Most investors are debating whether SpaceX is worth $1.75 trillion, while Ian is laser focused on space becoming a mainstream market.
How is AI changing the rules of software security? AI Just Broke One of Software’s Oldest Rules Ian says the system behind debugging software has always operated at human speed. But a shocking new report suggests that's no longer true...

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