Latest Insights on PJT
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...
Checking in With DeepSeek December 5, 2025 Artificial Intelligence, Daily Disruptor Last week, DeepSeek released updated AI models. Ian says they might show China catching up to the U.S. in the AI race.
Retail Investors Just Got Invited to the AI Gold Rush November 17, 2025 Artificial Intelligence, Daily Disruptor Robinhood could soon let retail investors buy into some of the hottest private AI startups. Ian says it's part of a major economic shift...





