Azeem Azhar’s Exponential View
- Épisodes
- 232
- Parution
- hebdomadaire
- Dernier épisode
- 5 Nov 2026
À propos du podcast
How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.
Épisodes 232
Boom, crash or takeover: Anthropic's IPO and the future of the AI economy (ft. Noah Smith)
Anthropic's S-1 looks healthy: distributed customers, improving efficiency and no sign of an imminent crash. So I went live with Noah Smith, to discuss what happens next. His worry isn't that Anthropic blows …
Notes de l’épisode
Anthropic's S-1 looks healthy: distributed customers, improving efficiency and no sign of an imminent crash. So I went live with Noah Smith, to discuss what happens next. His worry isn't that Anthropic blows up; it's that it succeeds too well. We weighed Google's push for recursive self-improvement, cheaper Chinese models and the chance that one lab takes a share of every market, gaining power no company has had before. And if AI-driven super-science finds patterns no human can explain, what is left for us to understand? We discussed:
00:00 Is the AI boom about to crash?
03:31 Chinese AI is Android, Claude is the iPhone
05:46 How Anthropic could out-compete its customers
08:33 Could Claude outgrow the government?
10:31 Google, OpenAI and the self-improvement race
14:45 The best model takes it all
17:07 Google is disrupting itself
20:16 "One company could rule them all"
22:47 Lessons from the Reformation
26:58 Super-science: beyond human understanding
30:31 "We summon a djinn"
33:17 Claude's project
📈 Anthropic: From a lab to a real business: https://www.investmentbrief.ai/p/anthropic-from-a-lab-to-a-real-business
📈 AI Investment Brief: https://investmentbrief.aiWhere to find Noah:
Noahpinion: https://www.noahpinion.blog/
X: https://x.com/NoahpinionAbout Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Anthropic's S-1: the AI lab that became a business
For the AI Investment Brief, the team at Exponential View has distilled the S-1 into 39 charts, to help you see where the revenue comes from, where the compute goes and whether the numbers add up. I think …
Notes de l’épisode
For the AI Investment Brief, the team at Exponential View has distilled the S-1 into 39 charts, to help you see where the revenue comes from, where the compute goes and whether the numbers add up. I think Anthropic has crossed from lab to business: its revenue has grown roughly 31x since early 2025 while its compute costs have grown about 6x, and well over half the Fortune 500 now pays Anthropic. What the S-1 leaves open is duration: about 12 weeks of contracted revenue set against more than 12 years of signed compute, a mismatch the filing itself acknowledges.
In this live breakdown of the S-1, I discuss:
00:00 Is AI a real business?
02:00 The P&L: revenue outrunning compute
04:06 Why the customer-concentration worry was overblown
05:39 Half the Fortune 500 is already paying
08:14 New models drive the revenue
12:20 Scale is paying off: revenue 31x, compute 6x
13:52 Where a dollar of revenue goes
16:20 "Irresponsibly large" compute bets
17:30 12 weeks of revenue, 12 years of compute
18:54 Can Anthropic pay for its compute?
20:36 Values over profit maximization
21:39 Who controls Anthropic: Class F shares
23:00 "One of the seminal moments in human history"
24:11 Q&A: why most compute goes to training
26:37 Q&A: is the AI race just a race for capital?A note on the numbers: at 17:56 I mention $587bn of compute commitments. That is the figure on June 30, 2026, the end of Q2 and the last date the S-1 reports in full. About $400bn of it can’t be cancelled. Deals signed in Q3 have since taken the total to roughly $775bn.
📄 Anthropic's S-1 in charts: https://www.exponentialview.co/p/anthropics-s-1-in-charts
📈 AI Investment Brief: https://investmentbrief.ai
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Inside the $110 billion AI economy (and who is really paying for it)
The AI economy is real, substantial and growing three times faster than the internet, mobile phone or cloud computing. But is it sustainable?Our forensic analysis from June of this year of 1,000+ companies …
Notes de l’épisode
The AI economy is real, substantial and growing three times faster than the internet, mobile phone or cloud computing. But is it sustainable?
Our forensic analysis from June of this year of 1,000+ companies reveals that over $70 billion in revenue is coming from Main Street enterprise adoption, rather than loss-making labs or VC-funded startups.
However, we’re still in the foothills: even as models get cheaper, corporate bills keep rising; and hyperscalers are only just covering the costs of the data center buildout, with margins still years away. In this Q&A about the state of the AI economy, I discuss:
00:00 The AI economy is real
00:35 Who’s really paying for AI, and how we checked
02:53 Will AI infrastructure spending pay off?
04:36 Creating a “Brent crude” for tokens
05:47 Cheaper models, bigger bills
06:38 What AI leaders spend per employee, and why it matters
07:38 When a cheap open-source model is all you need
08:30 Congestion: the biggest problem CEOs hit with AI
09:49 What life looks like when intelligence is cheap
10:54 Why it doesn’t matter who wins the AI race
12:04 Is AI really making us stupid?
13:24 China’s efficiency moatNote: this was recorded before our latest tracker update and the annualized run rate has since grown to $229 billion. For an updated measure of the AI economy, see sources below.
📄 Full report: https://intelligence.exponentialview.co/
📈 The latest revenue figure: https://www.investmentbrief.ai/p/ai-investment-brief-monday-3About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why AI isn’t showing up on your bottom line
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I’ve been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I’ve been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter:
https://www.exponentialview.co/
—
More than three years after ChatGPT's release, only 27% of executives say AI has met their ROI expectations. The history of factory electrification explains why — most companies are at the light-bulb stage, adding Copilot licenses rather than reconceptualizing their businesses around AI. In this episode I map the three stages of AI adoption, and show what it actually takes to move from chatbots to the autonomous company — the only stage where the moat becomes real.I covered:
(01:40) Ford's electricity playbook: why AI adoption needs a complete rethink
(03:51) The congestion problem: why AI gains stall
(05:45) Chatbot to autonomous company: your three-stage roadmap
(06:40) Why individual productivity gains won't build a moat — and what will
(10:17) Which companies are getting AI transformation right
(14:12) My 2029 AI adoption forecast — and how to stay ahead
Read my essay "Why AI isn't showing up on your bottom line" on Substack: https://www.exponentialview.co/p/why-ai-isnt-showing-up-on-your-bottom-line
—
Where to find me:Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeem
Production by EPIIPLUS1.
Production and research: Baba Films, Chantal Smith, Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Karpathy’s autoresearch could make scientists of us all
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I’ve been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I’ve been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter:
https://www.exponentialview.co/----
Published in early March 2026, Andrej Karpathy's autoresearch AI tool makes autonomous scientific experimentation cheap and easy — but it was designed to solve machine learning problems. I wanted to see if I could apply its loop architecture to my own work: refining my worldview, testing arguments, solving business problems. In this video, I share how I adapted Karpathy’s autoresearch loops for problems that aren't easy to quantify, how to avoid the local minima trap, and the broader impact of these kinds of methods. I covered:
(02:11) The Karpathy Loop: what is it and how does it work
(07:54) Extending the loop into business and thinking
(09:46) The local minima trap
(12:20) The escape harness: getting beyond “good enough”
(16:05) What I’ve learned after 30 days
(18:47) The loop economy: from doing to judging----
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Chantal Smith, Marija Gavrilov.About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I’ve been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I’ve been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter:
https://www.exponentialview.co/
----
Last week Jensen Huang shared the numbers from NVIDIA’s order book: AI compute demand has grown a millionfold in two years. Much GTC coverage focused on chips, robots, data centers in space, but I think Jensen revealed something far more important in his keynote: “the inference inflection has arrived,” and this is about to transform how all companies should manage their budgets. The inference era is already the operating assumption of the world’s most valuable company.
In this week’s podcast, I cover:
(1:20) NVIDIA's $1 trillion order book
(1:56) OpenClaw: our era's web browser
(7:54) Training vs Inference: how AI is changing
(12:50) Pre-fill vs. decode: the technical split
(18:06) The Harness: why OpenClaw changes everything
(18:59) The engine is useless without a car
(22:21) From 100M to 870M tokens per day
(24:29) Meet my agent R Mini Arnold's team
(26:16) AI focus group simulations at $10–50 a run
(29:36) Jensen's self-interest (and why he's still right)
(33:07) AI governance: token budgets don't belong with IT
(35:07) From training economy to inference economy
Read my essay "Magnitudes of Intelligence" on Substack: https://www.exponentialview.co/p/the-hundred-million-token-day
Access the solar supercyle model here: https://www.exponentialview.co/p/solar-supercycle----
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeem
Production by EPIIPLUS1.
Production and research: Baba Films, Chantal Smith, Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why I changed my mind about Apple and AI
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co
----
Apple may have stumbled into one of the most defensible positions in AI. This was not on my radar – just two months ago, I was describing a credibility crisis at the company; they appeared wrong-footed on the most important technology of our times and an acquisition was their only plausible way out.In this episode I work through what I and many other commentators missed – and what road lies ahead for Apple. I cover:
(01:16) Why I was wrong about Apple
(02:40) What's behind the Mac Mini shortage
(04:07) China goes OpenClaw crazy
(06:28) Perplexity builds on a Mac Mini
(07:12) The edge case for Apple
(09:05) Apple Moat 1: hardware
(11:31) Apple Moat 2: privacy
(15:47) The K problem: when good enough beats genius
(18:08) Privacy, sovereignty & the diary problem
Read my old position on Apple: https://www.exponentialview.co/p/ev-515
For more practical info about my OpenClaw stack: https://www.youtube.com/watch?v=aCG3dFRF3ek----
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeem
Production by EPIIPLUS1.
Production and research: Baba Films, Chantal Smith, Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How to think well with AI: signals, quietness, and the argument engine
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
-----AI has become so embedded in how I work that I can no longer cleanly separate it from my thinking. That raises a question I find genuinely unsettling: is intensive AI use making me a sharper thinker, or quietly doing the opposite? In this episode I pull back the curtain on my full research and writing process — the custom tools, the friction points, and the places where I'm still not sure I've got it right. For Ezra Klein, having AI summarize material is a disaster for original thought. But my AI systems are designed to protect the cognitive work that has to stay human, while they handle everything else. Knowing where to draw that line turns out to be the hardest and most important question.
I covered:
00:00 - Is AI worsening our thinking?
02:35 - Ezra Klein on AI and the death of original thought
04:02 - Cognitive offloading vs cognitive surrender
09:20 - Signal detection at scale
11:06 - Why I use several AI personas to scan for different insights
13:37 - AI tells me what NOT to think about
16:25 - The value of quietness
19:07 - Small notebooks, small ideas
20:01 - Writing reveals what you don't yet know
23:24 - The golden thread
25:20 - Speaking drafts aloud
28:05 - How I stress-test my arguments before publishing
29:35 - Using AI to stress-test my own house views
31:44 - Stylometer: my AI style and grammar tool
33:10 - Did AI make the thinking better?
For more on this week’s topics, subscribe to my newsletter https://www.exponentialview.co/
-----
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by EPIIPLUS1
Production and research: Baba Films, Chantal Smith, Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Showing you my AI chief of staff (OpenClaw practical guide)
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
-----Meet R Mini Arnold - my OpenClaw chief of staff, which manages the equivalent of a ten-person team from a Mac mini in my garden studio. While I slept, that AI team debugged its own code at 3am, researched a trending Substack essay using five parallel investigators, and wrote a 4,600-word script for this very episode in 40 minutes. The gap between people who've started building this way and those who haven't is widening every week.
I covered:
00:51 Introducing my OpenClaw agent “R Mini Arnold”
03:59 What my AI chief of staff actually does
07:58 The hardware and software stack
10:38 A morning brief before you wake up
12:05 Overnight agents: research and code
15:00 How I communicate with my agent
18:56 Example 1: the sovereign wealth fund
22:41 Example 2: how this video was written
26:34 What it costs
29:22 The soul.md personality spec
32:39 Am I losing the judgment muscle?
35:46 Individuals vs. Fortune 500s
38:25 What to try this week
-----
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by EPIIPLUS1
Production and research: Baba Films, Chantal Smith, Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Are we in charge of our AI tools or are they in charge of us?
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
-----This is the first episode of AI Vistas, a new series where I bring together people I trust and respect to tackle a major question collectively.
Today’s question: are we in charge of our AI tools, or are they in charge of us?
Joining me are Nita Farahany, distinguished professor of law and philosophy at Duke University and a leading thinker on cognitive liberty and mental privacy; Eric Topol, founder of the Scripps Research Translational Institute and one of the world's most cited medical researchers; and Rohit Krishnan, engineer, former hedge fund manager, and AI builder. Moderating the conversation is Nick Thompson, CEO of The Atlantic.
We covered:
(01:33) Introducing AI Vistas
(03:51) The AI agent that made a financial decision mid-drive
(05:48) What does it mean to act autonomously anymore?
(08:42) Why AI harms are rarer than you'd expect
(10:24) When AI outperforms doctors – and why that's complicated
(15:20) Constituent competence: the skill you must never offload
(18:50) De-skilling is already happening
(31:20) What can schools do better?
(42:50) AI slop and "hollow-ware"
(46:40) What is lost when AI does the creating?
(49:18) When a tool gets good enough, we hand it off
(50:11) Deliberate intent: keeping AI as a tool
-----
Where to find me:
- Exponential View newsletter: https://www.exponentialview.co/
- Website: https://www.azeemazhar.com/
- LinkedIn: https://www.linkedin.com/in/azhar/
- Twitter/X: https://x.com/azeem
Where to find Nick, Nita, Eric and Rohit:
- Thinking Freely with Nita Farahany: https://nitafarahany.substack.com/
- Ground Truths with Eric Topol: https://erictopol.substack.com/
- Strange Loop Canon with Rohit Krishnan: https://www.strangeloopcanon.com/
- The Most Interesting Reads with Nick Thompson: https://nxthompson.substack.com/
Production by EPIIPLUS1
Production and research: Baba Films, Chantal Smith, Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Entering the trillion-agent economy (ft. Rohit Krishnan)
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
-----In this episode, I sit down with my friend Rohit Krishnan - writer of the Substack newsletter Strange Loop Canon - for a hands-on conversation about what it actually looks like to build with AI agents today. Between us we're burning through tens of billions of tokens a month - I hit nearly 100 million in a single day this week - and we share what we're each running on our own machines.
We dig into the quirks and surprising power of tools like OpenClaw, Claude Code, and Cowork, debate why AI remains stubbornly bad at good writing, and zoom out to ask what a world of trillions of agents might actually look like — and what economic infrastructure it will need.
We covered:
(03:15) What's on your screen right now?
(04:30) OpenClaw
(06:27) Rohit’s agent, Morpheus
(11:06) Azeem's agent, R. Mini Arnold
(19:25) The analyst is now a machine
(22:36) 100 million tokens in a day: the new normal
(24:44) Building tools to improve AI writing: Horace and Broca
(32:19) Why writing is the hardest eval for LLMs
(39:18) Towards a trillion agents
(42:09) The agentic economy: coordination, identity, and exchange
(46:33) How to get started with OpenClaw
(51:18) The hardest leap for new users
-----
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by EPIIPLUS1
Production and research: Baba Films, Chantal Smith, Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Inside the economics of OpenAI (exclusive research)
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
----
In this episode, I'm joined by Jaime Sevilla, founder of Epoch AI; Hannah Petrovic from my team at Exponential View; and financial journalist Matt Robinson from AI Street. Together we investigate a fundamental question: do the economics of AI companies actually work?
We analysed OpenAI's financials from public data to examine whether their revenues can sustain the staggering R&D costs of frontier models.
The findings reveal a picture far more precarious than many assume; we also explore where the real infrastructure bottlenecks lie, why compute demand will dwarf energy constraints, and what the rise of long-running agentic workloads means for the entire industry.
Read the study here: https://www.exponentialview.co/p/inside-openais-unit-economics-epoch-exponentialview
We covered:
(00:00) Do the economics of frontier AI actually work?
(02:48) Piecing together OpenAI's finances from public data
(05:24) GPT-5's "rapidly depreciating asset" problem
(13:25) Why OpenAI is flirting with ads
(17:31) If you were Sam Altman, what would you do differently?
(22:54) Energy vs. GPUs; where the real infrastructure bottleneck lies
(29:15) What surging compute demand actually looks like
(33:12) The most surprising finding from the research
(38:02) The race to avoid commoditization
(43:35) Agents that outlive their models
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Where to find Jamie: https://epoch.ai or https://epochai.substack.com
Where to find Matt: https://www.ai-street.co
Production by supermix.io and EPIIPLUS1 Production and research: Chantal Smith and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mustafa Suleyman — AI is hacking our empathy circuits
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.Each …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
-----
A week before OpenClaw exploded, I recorded a prescient conversation with Mustafa Suleyman, CEO of Microsoft AI and co-founder of DeepMind. We talked about what happens when AI starts to seem conscious – even if it isn’t. Today, you get to hear our conversation.
Mustafa has been sounding the alarm about what he calls “seemingly conscious AI” and the risk of collective AI psychosis for a long time. We discussed this idea of the “fourth class of being” – neither human, tool, nor nature – that AI is becoming and all it brings with it.
Skip to the best bits:
(03:38) Why consciousness means the ability to suffer
(06:52) "Your empathy circuits are being hacked"
(07:23) Consciousness as the basis of rights
(10:47) A fourth class of being
(13:41) Why market forces push toward seemingly conscious AI
(20:56) What AI should never be allowed to say
(25:06) The proliferation problem with open-source chatbots
(29:09) Why we need well-paid civil servants
(30:17) Where should we draw the line with AI?
(37:48) The counterintuitive case for going faster
(42:00) The vibe coding dopamine hit
(47:09) Social intelligence as the next AI frontier
(48:50) The case for humanist super intelligence
-----
Where to find Mustafa:
- X (Twitter): https://x.com/mustafasuleyman
- LinkedIn: https://www.linkedin.com/in/mustafa-suleyman/
- Personal Website: https://mustafa-suleyman.ai/
Where to find me:
- Substack: https://www.exponentialview.co/
- Website: https://www.azeemazhar.com/
- LinkedIn: https://www.linkedin.com/in/azhar
- Twitter/X: https://x.com/azeem
Produced by supermix.io and EPIIPLUS1 Ltd. Production and research: Chantal Smith and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Davos 2026 and the end of the rules-based order
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.Each …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
-----
At Davos 2026, the mood was unlike any previous World Economic Forum gathering. With Donald Trump arriving amid escalating geopolitical tensions and European leaders sounding alarms about sovereignty, I recorded live dispatches from the ground. In this special episode, I bring together observations from four days at the annual meeting, tracking the seismic shifts in global order alongside the practical realities of AI adoption in the enterprise.
Skip to the best bits:
(00:38) Day one at Davos
(02:10) Three recurring themes through the week
(03:55) Day three at Davos
(05:12) Mark Carney's stirring speech
(05:52) Why European leaders are sounding the alarm
(06:51) Why technological sovereignty just became urgent
(09:31) Day four at Davos
(12:59) What leaders really have to say on AI adoption
(14:07) The case for only using open source models
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1. Production and research: Chantal Smith and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Anthropic’s Head of Economics on AI adoption data, Claude Code, the burden of knowledge & the next generation of experts
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.Each …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
------
In this episode, Peter McCrory, Head of Economics at Anthropic, unpacks the company's new Economic Index report. His team analysed millions of real Claude conversations to map exactly where AI is augmenting human work today and where it isn't. We explore the striking divergence between API and chat usage, why businesses need to extract tacit knowledge to unlock AI's potential, the "hollow ladder" risk for junior workers, and Anthropic's estimate that AI could add 1.0-1.8% to annual productivity growth over the next decade.
Skip to the best parts:
(00:00) Anthropic's Economic Index report
(01:20) Claude's two distinct usage patterns
(06:22) Examining AI's impact on the labor market
(09:20) Where most businesses think too small
(12:03) Why extracting tacit knowledge is so important
(20:33) How do we create the next generation of experts?
(23:22) Why people need to develop cognitive endurance
(29:55) Long-term vs. short-term productivity
(35:56) The future of human knowledge
(37:46) Could AI's greatest impact go unmeasured?
(41:55) How task bottlenecks have moved
(46:09) Implementation resembles a staircase - not a curve
(50:47) "Capability doesn't instantly deliver adoption"
------
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1. Production and research: Chantal Smith and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
My outlook for 2026: orchestration, the human edge and the AI bubble
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
--------
In this episode, I share my outlook for 2026 and explain why AI tools now feel genuinely different. I explore how the act of making has been transformed, why authenticity and meaning will become the new scarcity, and whether the foundations of energy and capital can hold. I also address the question I was asked most in 2025: when will the AI bubble burst?
Skip to the best bits:
00:00 Why AI feels different in 2026
01:59 The six shifts in AI 03:32 The "done list" era
06:43 From execution to orchestration
09:02 The agentic coding revolution
11:10 What's a Chief Question Officer?
13:58 Three ways value will be created
16:27 "Claude told me to use ChatGPT"
18:02 The AI usage gap
20:30 The new moat in 2026
26:10 How does solar growth affect AI?
28:53 Revisiting the bubble or boom question
------
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI, markets, and power: A conversation with Paul Krugman (2025 re-run)
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
------
In this episode, Nobel Prize-winning economist Paul Krugman and I discuss how a strong US economy, high asset valuations, and rapid AI adoption are sitting in uneasy tension. We explore what past technology cycles can teach us, why safety nets struggle to address disruption, and where genuine optimism still makes sense.
This is a January 2025 rerun, which remains strikingly relevant today.
We covered:
(01:09) State of the US economy
(02:28) "That end of 1999 feeling"
(05:08) Insights and lessons from the dotcom bubble
(09:57) Why today's market is different
(13:44) Understanding AI's role in labor displacement
(16:05) Are LLMs "souped-up autocorrect"?
(20:14) How job displacement erodes communities
(23:40) 2025's looming threat of tariffs
(26:16) AI's surprising impact on globalization
(30:15) Can markets address inequality?
(33:06) The maximum level of sustainable national debt
(36:31) When should the Fed raise interest rates?
(38:57) The need to revitalize local economies
(44:53) Did Paul's 2025 predictions come true?
------
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Reflecting on 2025 (the K-shaped economy, AI's impact on work and human judgement, energy bottlenecks)
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
---
What made 2025 special?
In this episode, I reflect on the past year and what it revealed: a K-shaped divide. On one track, AI models are now doing hours of high quality work, improving at exponential pace, and shifting how we work from doing to judging. On the other, organisations and the broader economy are struggling to keep up. Stay to the end for my seasonal film recommendation.
I cover:
(00:00) Intro
(00:45) The state of tool usage in 2025
(6:10) The gap between AI progress and organizational adoption
(9:53) AI’s shockingly rapid revenue growth
(11:17) The biggest mistake smart people make with AI
(14:14) The inescapable need for physical infrastructure
(16:06) What everyone was asking in 2025
(18:08) The new winners of the AI economy
(20:48) Why “K” is the letter of 2025
(24:08) Seasonal movie recommendation
----
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What I learned from the world's leading minds in 2025
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
---
In this episode, I’ve distilled a year of extraordinary dialogue into one 20-minute briefing. I’ve spent 2025 in conversation with the architects of our future - the builders and thinkers redefining AI, energy, and the global economy.
These are the "eureka" moments from my most exclusive interviews. From the future of "protopia" with Kevin Kelly to the hidden tech gaps with Dan Wang, this is your strategic roadmap for the exponential age.
What you'll hear about:
Part 1: AI as a general purpose tech
- Kevin Weil: The heuristic for startups
- Matthew Prince: The “Socialist” pricing debate
- Tyler Cowen: This will stifle the AI boom
- Nick Thompson: The "NBA-ification" of Journalism
- Kevin Kelly: From utopia to protopia
- Kevin Kelly: Technology as a "possibility factory”
Part 2: How work is changing
- Steve Hsu: The future of education
- Thomas Dohmke: The inspectability turning point
- Ben Zweig: The new role for entry-level workers
- Ben Zweig: Why are there so many hiring freezes?
- Ben Zweig: The eroding signal of higher education
Part 3: The physical world, compute, and energy
- Greg Jackson: The "crossing the road" metaphor
- Greg Jackson: Building a “show don’t tell” company
- Dan Wang, The "physical reality" of AI
- Part 4: The changing US China landscape
- Dan Wang: The West’s hidden tech gap
- Jordan Schneider: The two types of accelerationism
- Jordan Schneider: Why the US can learn from China
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith, Marija Gavrilov and Hannah Petrovic
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What it will take for AI to scale (energy, compute, talent)
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
---
In this episode, I look at the next 24 months of AI. The technology is improving rapidly – so what could hold back widespread transformation of how we work and live? I dig into the real constraints, from electricity shortages to institutional inertia, why mid-2026 matters for enterprise AI, and why so many people remain uneasy about a technology they use every day.
I cover:
(00:03) Predicting AI's next two years
(01:50) How life changing are chatbots, really?
(03:36) Our current biggest AI constraint
(07:58) The remarkable increase in token efficiency
(10:43) Why mid-2026 is a crucial turning point
(13:01) Do we actually want AI in our lives?
(15:28) Should organizations wait to jump in?
(16:39) How is OpenAI reckoning with Gemini?
(18:41) The market's reaction to OpenAI's code red
(19:32) Where will value accrue in the supply chain?
(20:51) What's the best strategy for middling powers?
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The method of invention, AI's new clock speed and why capital markets are confused
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years …
Notes de l’épisode
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this podcast or to my newsletter: https://www.exponentialview.co/
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In this episode, I reflect on the third anniversary of ChatGPT's launch as a marker of where we are in the exponential age. As a product, ChatGPT captures the speed of technological progress, the new behaviours emerging around it and the widening gap between innovation and institutional change – all symptomatic of the era I called the exponential age in my 2021 book.
I cover:
(00:09) How ChatGPT became synonymous with AI
(01:41) The rise of the reasoning model
(03:53) Why NVIDIA's chip cycle is exponential
(05:53) How general-purpose tech changes everything
(07:59) The subtle power of building bespoke software
(11:46) The iPhone calculation that breaks everything
(14:53) Who profits from a general-purpose technology?
(16:38) The software market example
(20:07) Are we headed towards another .com crash?
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: /azhar
Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why the AI productivity gains haven’t arrived - yet
The AI industry is sending mixed signals, with markets turning red while teams report real productivity gains. In this session I explore why we are living in a split reality, where individuals move faster with …
Notes de l’épisode
The AI industry is sending mixed signals, with markets turning red while teams report real productivity gains. In this session I explore why we are living in a split reality, where individuals move faster with these tools but the wider economy is ambivalent. We once assumed juniors would get the biggest lift from AI, yet the newer agentic tools seem to reward senior workers who know how to structure problems and judge output.
In this podcast, I look at the evidence behind that shift and explain how these gains collide with the slow grind of organisational processes.
I cover:
(00:00) AI productivity: A split reality
(00:31) Decoding the stock market drop
(02:53) Unpacking three years of AI productivity data
(06:09) Does AI help junior or senior developers more?
(09:54) The surprising group benefitting from AI
(11:45) Why is there a productivity gap?
(13:08) Most companies need a process overhaul
(14:33) Anthropic's alarming discovery
(16:45) So, are we moving quickly enough?
(17:29) The counterintuitive truth about AI productivity
Where to find me:
- Exponential View newsletter: https://www.exponentialview.co/
- Website: https://www.azeemazhar.com/ -
- LinkedIn: https://www.linkedin.com/in/azhar
- Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Where did all the entry-level jobs go? (With Revelio CEO Ben Zweig)
Junior roles in AI-exposed fields are disappearing fast. The obvious culprit is AI rapidly automating entry-level jobs. And yet, this isn't quite right. What is driving the drop is managers’ expectations about …
Notes de l’épisode
Junior roles in AI-exposed fields are disappearing fast.
The obvious culprit is AI rapidly automating entry-level jobs. And yet, this isn't quite right. What is driving the drop is managers’ expectations about what AI will do, not the work that it's already replacing.
I discussed this with Ben Zweig of Revelio Labs, which builds global workforce data from millions of individual profiles to track hiring, separations and job flows. Their data shows how expectation and uncertainty are reshaping the market.
Together, we explored the future of work and shared practical advice for new grads.
We covered:
(01:15) What's happening in the labor market?
(05:27) The inherent complexity of the labor market
(06:24) How Revelio Labs captures labor market data
(08:39) "The Canary in the Coal Mine"
(11:52) Who does AI exposure harm the most?
(13:01) How AI anticipation is harming the job market
(15:15) Testing the expectation mismatch hypothesis
(17:30) Could AI be creating more jobs?
(20:44) Breaking down jobs into smaller tasks
(27:33) Why large companies struggle to reorganize
(30:35) Focus on creating adaptive, flexible roles
(36:03) Managing AI's increasing capability
(39:11) What entry-level workers need to do
Where to find me:
- Exponential View newsletter: https://www.exponentialview.co/
- Website: https://www.azeemazhar.com/
- LinkedIn: https://www.linkedin.com/in/azhar
- Twitter/X: https://x.com/azeem
Where to find Ben:
- https://www.linkedin.com/in/ben-zweig/
- Twitter/X: https://x.com/BJZweig
- Revelio Labs: https://www.reveliolabs.com/
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The demand for infinite compute
The AI boom isn’t just about chatbots.In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel …
Notes de l’épisode
The AI boom isn’t just about chatbots.
In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel, electricity or oil.
If that’s true, our demand for compute could approach infinity.
I also break down new data from Wharton’s 2025 AI Adoption Report, which shows how AI agents and automated workflows are already spreading through major U.S. companies: https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/
Timestamps:
(00:00) The economic shift to computation (00:40) The surprising Cloud business boom (02:52) Is the hardware industry growth a bubble? (03:18) What is computing, really? (04:31) Our insatiable appetite for computing (09:15) Our economic dependence on computation (10:54) The rise of agentic workforces (13:05) What does infinite demand actually mean? (15:23) The future of compute demand
Where to find me:
- Exponential View newsletter: https://www.exponentialview.co/
- Website: https://www.azeemazhar.com/
- LinkedIn: https://www.linkedin.com/in/azhar
- Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)
In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using trade policy, export controls and industrial strategy to shift …
Notes de l’épisode
In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using trade policy, export controls and industrial strategy to shift the balance of global power. Yet, their economies remain tightly bound.
We cover:
(01:34) The US and China’s decoupling
(07:28) Why attempts to control China backfired
(08:51) Understanding the Oct. 9th rare Earth rules
(11:27) The modern iteration of Chinese communism
(14:23) Is decoupling a strategy to avoid weaponization?
(16:12) US leadership might be shooting from the hip
(19:22) Are system changes inherently messy?
(21:27) “Vibe-based” sovereignty
(26:03) AI incumbents aren’t entrenched—yet
(29:07) Why China remains focused on AI deployment
(32:45) The different versions of tech-accelerationism
(33:37) How will societies withstand rapid change?
(36:54) What the West can learn from China
(40:10) Where China is most misunderstood
(43:14) Imagining an improved US-China relationship
Where to find Jordan:
- Substack: https://substack.com/@chinatalk
- YouTube: @ChinaTalkMedia
- Linkedin: / jorschneider
- X: https://x.com/jordanschnyc
Where to find me:
- Substack: https://www.exponentialview.co/
- Website: https://www.azeemazhar.com/
- LinkedIn:/ azhar
- X: https://x.com/azeem
Produced by EPIIPLUS1 Ltd and supermix.io
Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Inside the collapse of the internet economy (and what comes next)
Azeem Azhar sat down with Matthew Prince, co-founder & CEO of Cloudflare. Matthew is a rare operator with the vantage point to answer a simple question: if agents do the reading, who gets paid? This …
Notes de l’épisode
Azeem Azhar sat down with Matthew Prince, co-founder & CEO of Cloudflare. Matthew is a rare operator with the vantage point to answer a simple question: if agents do the reading, who gets paid?
This conversation is a practical map of how AI “answer engines” upend the web’s traffic-funded model – and what could replace it.
Chapters:
- (00:46) The currency of the web is dying
- (06:08) Google's inflection point
- (10:08) Why a broken business model might save the internet
- (14:44) The incentivization of ragebait
- (20:38) Content scarcity as a solution
- (24:35) What could a new content business model look like?
- (28:51) The challenge of pricing information
- (29:31) How Cloudflare thinks about the creator economy
- (32:06) Should smaller companies pay less?
- (34:24) Can markets solve this without Congress?
- (39:11) How does the agentic web affect content?
- (43:40) A rare chance to redesign the internet
Produced by EPIIPLUS1 Ltd and supermix.io
Production and research: Chantal Smith, Hannah Petrovic, Nathan Warren and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why China builds while America debates, with Dan Wang
In this episode, I spoke with Dan Wang, author of “Breakneck: China’s Quest to Engineer the Future”, shortlisted for the FT & Schroders Business Book of the Year.Dan is one of the most astute observers of …
Notes de l’épisode
In this episode, I spoke with Dan Wang, author of “Breakneck: China’s Quest to Engineer the Future”, shortlisted for the FT & Schroders Business Book of the Year.
Dan is one of the most astute observers of China’s technological and industrial development, and his annual letters from Beijing have long been required reading for those seeking to understand the country’s evolving role in the world.
We unpacked a bold thesis: China is not merely a competitor in AI and tech, but is re-imagining its entire state apparatus as an engineering state - in contrast to the more “lawyerly” institutions of the US and UK.
If you’re interested in AI, energy or geopolitics, this conversation is for you.
We covered:
(00:47) Why China is an engineering state
(03:40) China’s pro-engineering disposition
(06:08) The role of market competition in China
(08:07) Living through Zero COVID
(11:35) What political science terms get wrong
(12:58) Characteristics of a lawyerly society
(15:23) What Americans misunderstand about China
(21:54) Has China produced essential tech?
(23:50) The AI divide: China vs. US
(27:45) Differences in energy production
(32:07) The inherent value of process knowledge
(38:34) Is the US developing pro-engineering policies?
(44:23) What does it take for countries to compete?
Where to find me:
- Substack: https://www.exponentialview.co/
- Website: https://www.azeemazhar.com/
- LinkedIn: https://www.linkedin.com/in/azhar
- Twitter/X: https://x.com/azeem
Where to find Dan:
- Website: https://danwang.co/
- LinkedIn: https://www.linkedin.com/in/danwang15/
- Twitter/X: https://x.com/danwwang
Production by supermix.io and EPIIPLUS1 Ltd, including Chantal Smith, Marija Gavrilov, Nathan Warren and Hannah Petrovic.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Are we in an AI bubble? (these are the 5 warning signs)
Is AI a bubble? In this episode, I unpack a new five-gauge framework for understanding the biggest question in tech. Drawing on lessons from past manias – railways, telecoms, the dot-com boom – and grounding …
Notes de l’épisode
Is AI a bubble? In this episode, I unpack a new five-gauge framework for understanding the biggest question in tech.
Drawing on lessons from past manias – railways, telecoms, the dot-com boom – and grounding our analysis in fresh data, we examine economic strain, revenue growth, valuations, and the quality of capital fueling AI’s ascent. This is our effort to cut through hype and fatalism to provide a clear dashboard: where today’s AI build-out looks like a genuine boom, and where early warning signs of bubble dynamics may be emerging.
Whether you’re an investor, policymaker, or executive, this framework offers a disciplined way to navigate the noise.
Jump to the best parts:
- (00:29) Echoes of the past
- (01:31) The 5 gauge framework
- (01:54) Gauge #1: Investment intensity
- (03:45) Gauge #2: Monetization level
- (04:48) Gauge #3: Revenue trajectory
- (06:23) Gauge #4: Valuation level
- (07:24) Gauge #5: Quality of capital
- (10:10) Overall assessment
Produced by EPIIPLUS1 and Supermix.
Thanks to my team: Nathan Warren, Hannah Petrovic, Chantal Smith & Marija Gavrilov
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Why GPT-5 was never going to impress you
GPT-5 was the most advanced AI when it was released, but most people were disappointed. Why? In this episode, I unpack the two key paradoxes that shape how we judge new technology: shifting goalposts and …
Notes de l’épisode
GPT-5 was the most advanced AI when it was released, but most people were disappointed. Why?
In this episode, I unpack the two key paradoxes that shape how we judge new technology: shifting goalposts and negative space.
Timestamps:
(0:00) The reaction to GPT-5
(0:40) First paradox
(2:55) Second paradox
(5:29) Why this matters
Dig deeper: https://www.exponentialview.co/p/the-paradox-of-gpt-5
Production by supermix.io and EPIIPLUS1 Ltd, including Chantal Smith, Marija Gavrilov, Nathan Warren and Hannah Petrovic.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
My OpenAI thought experiment: $500B to $1.5T?
Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation …
Notes de l’épisode
Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns.
I cover:
(0:00) The $500B question
(01:11) Why the Nasdaq Index is the benchmark
(03:35) Inside the OpenAI-Microsoft deal
(05:50) The bull case: OpenAI’s trillion-dollar path
(09:33) The AI market explosion
(12:39) The bear case: Competition and constraints
(17:13) Exploring the models of tomorrow
(20:58) The disruption premium
(23:21) Where will OpenAI’s revenue come from?
(29:14) The final verdict
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeemProduction by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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