Latest Insights on PJT

How can the U.S. deal with the coming electricity crisis? The Next Bottleneck in the AI Boom Isn’t Chips Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.
How does today's AI boom remind Ian of the late 1990s? I’ve Seen This Set-Up Before 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.
How is today's barbell shaped market different from the dot-com boom? Chart of the Week: The Market Has Split in Two 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...
Is China catching up to the U.S. in the race for superintelligence? Checking in With DeepSeek Last week, DeepSeek released updated AI models. Ian says they might show China catching up to the U.S. in the AI race.
How will Robinhood's latest proposal reshape capital markets? Retail Investors Just Got Invited to the AI Gold Rush 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...

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