Latest Insights on UNH
The AI Cold War Is Heating Up March 16, 2026 Artificial Intelligence, Daily Disruptor Ian explains why the rivalry between OpenAI and Anthropic has escalated beyond model releases into a fight for the future of AI.
The AI Race Is Becoming a Power Race March 9, 2026 Artificial Intelligence, Daily Disruptor Ian explains why AI companies are no longer assuming that the power grid will keep up and what they are doing about it.
The Next Bottleneck in the AI Boom Isn’t Chips January 28, 2026 Artificial Intelligence, Daily Disruptor Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.
I’ve Seen This Set-Up Before January 21, 2026 Artificial Intelligence, Daily Disruptor Today's tech giants are starting to borrow more to support AI growth. Ian King sees an uncomfortable parallel to WorldCom in the late 1990s.
Chart of the Week: The Market Has Split in Two January 8, 2026 Artificial Intelligence, Daily Disruptor 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...





