Latest Insights on ZTO
The Chinese Elephant in the Room August 19, 2026 Artificial Intelligence, Daily Disruptor
An AI model recently completed an assignment for roughly 98% less than one of its leading competitors. Why isn't everyone using it?
The Next AI Fortune Might Fit in a Shipping Container August 10, 2026 Artificial Intelligence, Daily Disruptor
Most shipping containers are pretty boring. But Ian says this one could create the next wave of winners in the AI infrastructure boom.
Chart of the Week: AI Is a Black Box June 18, 2026 Artificial Intelligence, Daily Disruptor
Anthropic's newest AI models lasted only days before being taken offline. Ian says this highlights a much bigger issue...
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.
AI Is Growing Up And We Need To Guide It February 9, 2026 Artificial Intelligence, Daily Disruptor
Ian says Dario Amodei's recent essay helps explain why the next phase of AI will test more than just the technology itself.






