Latest Insights on BHG
Chart of the Week: The AI Race Is Now a Spending Race February 12, 2026 Artificial Intelligence, Daily Disruptor Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
Is Greenland Next? January 9, 2026 Daily Disruptor, Economy Ian doesn't see Venezuela as an isolated event. He sees it as the first domino to fall. And he predicted the next domino to fall last year.
Elon Musk’s Most Ambitious Infrastructure Play Isn’t Space or AI 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.?
Is Quantum Entering Its Infrastructure Phase? 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...
Fifty Thousand Jobs Lost to AI Is Only the Beginning December 3, 2025 Artificial Intelligence, Daily Disruptor It's easly to imagine AI replacing workers one at a time. But that’s not what is happening. Ian King sees something much more disruptive...





