Latest Insights on ANET
Big Tech Just Got a $17 Billion Wake-Up Call September 16, 2026 Daily Disruptor, Technology
Until recently, governments have put few limits on algorithms that drive human behavior. Ian says that era could be coming to an end.
Chart of the Week: This Chart Should Worry Every American July 16, 2026 Artificial Intelligence, Daily Disruptor, Technology
This week's chart gauges the state of the robot revolution. Ian says it also highlights one of America's biggest challenges in the age of AI.
Chart of the Week: The Other Side of the AI Trade July 2, 2026 Artificial Intelligence, Daily Disruptor
Ian says AI isn't just a U.S. story. This week's chart shows some of the biggest beneficiaries of the AI boom could be overseas.
What Gets Built After SpaceX? June 24, 2026 Daily Disruptor, Technology
Ian believes a new space economy could sprout up around SpaceX. And he's already looking for the businesses that could emerge post-IPO.
The Nvidia Moment for Space June 12, 2026 Daily Disruptor, Technology
Most investors are debating whether SpaceX is worth $1.75 trillion, while Ian is laser focused on space becoming a mainstream market.






