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📈 Making sense of the AI capex logjam
Bought now, billed later
Aug 10
•
Hannah Petrovic
,
William Gildea
, and
Marija Gavrilov
45
3
5
🔮 Agents form alliances, DeepMind’s reset & how likely is a crash? #596
Plus: Felony bench, molecular glue, AI writing
Aug 9
96
7
🔮 Seven lessons for managing AI agents
Plus, an updated stack of 50+ AI tools we use at Exponential View
Aug 5
99
7
5
📈 Data to start your week
AI is blurring jobs ⬆️ GenAI entertainment ⬆️ El Niño & stability ⬇️
Aug 3
•
Hannah Petrovic
67
6
1
🔮 Leopold & exponential markets; transformative GLP-1s; runaway AI & the future of safety++ #595
Plus: Citizen agents, protein & longevity, nervous Europe
Aug 2
95
3
6
📚 My non-obvious summer reading list
A bit older, a bit left field
Aug 1
•
Azeem Azhar
114
21
10
July 2026
🔮 For AI adopters, success and failure look identical — at first
Modelling the AI J-curve
Jul 30
•
Nathan Warren
and
Azeem Azhar
112
16
13
📈 Data to start your week
Open models volume ↑ AI & productivity ↑ Kids in cities ↓
Jul 27
•
Hannah Petrovic
and
Marija Gavrilov
57
7
🔮 Copy that: The curious case of AI distillation #594
Plus: A prophet of terror & AI doomers; bioweapons, orcas & the Amazon success
Jul 26
•
Azeem Azhar
104
8
7
🔮 Will Kimi K3 change the economics of AI?
The pressure is on
Jul 23
•
Azeem Azhar
and
Hannah Petrovic
127
21
12
📈 Data to start your week
Kimi codes ⬆ Lithium recovery ⬆ Confidence in tech ⬇
Jul 20
•
Azeem Azhar
and
Hannah Petrovic
101
1
4
🔮 Kimi K3 surprise & AI economics; the solar paradox; AI's right to learn, cancer vaccine & junior jobs++
Your Sunday briefing
Jul 19
•
Azeem Azhar
and
Marija Gavrilov
63
3
8
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