Exponential View 🔮 @ExponentialView

Unlocking the near future • AI • hardware • energy • economy • geopolitics • climate change • business → newsletter 📧 podcast🎙️ community👐 exponentialview.co Join 100,000+ (it's free) → Joined May 2016

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Azeem Azhar @azeem

2 weeks ago

🧵🫧 1/ Is AI a boom or a bubble? I built a five-gauge dashboard to separate vibes from fundamentals. The full essay is free to read today.

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Azeem Azhar @azeem

3 weeks ago

For OpenAI to beat the Nasdaq... It would need a $1.5 trillion valuation by 2030. I think this is possible and I break down why here: youtube.com/watch?v=7XQvVt…

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Azeem Azhar @azeem

4 weeks ago

I discuss the recent research by @erikbryn, @econ_b and @RuyuChen here: youtube.com/watch?v=mhT0WC…

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Gerd Leonhard @gleonhard

a month ago

AI and the future of media – with @TheAtlantic CEO, Nicholas Thompson youtube.com/watch?v=pKYQe5…

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Azeem Azhar @azeem

a month ago

This conversation with @OpenAI CPO Kevin Weil (@kevinweil) was shot before GPT-5's release but somehow it's even more relevant now.

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Azeem Azhar @azeem

2 months ago

How can GPT-5 can be the most capable AI model yet still feel “modest”? Over the past week, I've been tracking the tensions in how people are reacting. They crystallise into five paradoxes: 1️⃣ The moving-goalposts paradox: As AI clears old benchmarks (like the Turing test), we…

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Shanu Mathew @ShanuMathew93

2 months ago

Well said @azeem "Some of GPT‑5’s biggest gains are invisible. When it anticipates needs and makes decisions for you, you do not feel the friction it removes; you just experience the smoother path. But that invisibility makes it risky: the more the model guides you, the more…

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Shanu Mathew @ShanuMathew93

2 months ago

"Instead of competing for human clicks, third-party services in the Agent Attention economy will vie for activation by autonomous agents. Success will depend on how often agents choose a service, how relevant its capabilities are to the task and how well it delivers"…

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Andy Hobsbawm @AndyHobs

2 months ago

Encouraging to see that steady compounding means clean energy is on track to decarbonise the economy. BUT it’s too slow - we need 2-3x the speed! (Via @ExponentialView)

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Most Recommended Books @mrb_reads

3 months ago

"The Exponential Age" by @azeem won the spot of best #technology book of all time! mostrecommendedbooks.com/lists/best-tec…

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Azeem Azhar @azeem

3 months ago

I spent three intense days in China, dashing between meetings, riding bullet trains, and watching silent EVs fill traffic lanes. What really stood out is how clean the air felt at 36 °C.

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Azeem Azhar @azeem

4 months ago

OpenAI is the most important technology company today. I spoke with CPO Kevin Weil (@kevinweil) and my takeaway is clear: AI will be in everything we touch. Kevin's insider view is invaluable for understanding this future.

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Scribble Ventures @ScribbleVC

4 months ago

Just dropped: OpenAI CPO @kevinweil joins @azeem to discuss: - Why not using AI will soon feel like refusing a smartphone - From 30M to 1B devs: How AI will unlock personalized software - Sir Jony Ive: How hardware will supercharge AI exponentialview.co/p/openais-cpo-… @ScribbleVC

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Azeem Azhar @azeem

4 months ago

"We're in for some pretty big shocks..." – @tylercowen joins me to discuss AI growth, job displacement, spirituality and human identity. This is a 20-year outlook. Enjoy

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Peter Lee @peteratmsr

4 months ago

It's no secret that there's a workforce crisis in healthcare today. Will AI help? How and why? With @emollick and @azeem, we explore these questions on the latest episode of "The AI Revolution in Medicine, Revisited" @MSFTResearch microsoft.com/en-us/research…

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Azeem Azhar @azeem

4 months ago

GitHub CEO Thomas Dohmke (@ashtom) confirmed in conversation with me what many suspected but few wanted to say out loud: we've already crossed the threshold where AI generates code faster than humans can meaningfully review it. The era of human oversight in software development…

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Azeem Azhar @azeem

4 months ago

One idea that stuck with me for days after speaking with @github CEO @ashtom: We've been used to software built to last and scale to millions. But the future is the opposite – software built by agentic systems for one person, one task. This could replace SaaS. Perfect example:…

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Lennart Heim @ohlennart

5 months ago

Grateful to join @ExponentialView. My argument is a bit more nuanced—China's AI progress does matter, but it's only part of the story. The bigger picture is about compute scale, where the US maintains critical advantages. Thanks for having me, @azeem!

Azeem Azhar @azeem

5 months ago

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Azeem Azhar @azeem

5 months ago

China’s catching up with the US in AI capabilities… But it doesn't matter. I spoke with @ohlennart to discuss America's big advantage and the geopolitics of compute: