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AI: Boom or Bubble
Solar Supercycle
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🔮 Everyone’s looking for a bubble. No one sees the stampede.
The boring phase is coming to an end…
Feb 11
•
Azeem Azhar
and
Nathan Warren
160
5
30
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🔮 How Ukraine solved the hardest problem in defense
Inside Ukraine’s seven-day drone advantage
Apr 24
•
Azeem Azhar
,
Greg Williams
, and
Nathan Warren
119
13
18
🔮 Why I changed my mind about Apple
AI’s most important hardware company?
Mar 19
•
Azeem Azhar
174
11
17
💸 Mythos and the mispricing of everything
The moment AI Capability and AI danger became permanently inseparable
Apr 10
•
Azeem Azhar
and
Greg Williams
146
5
8
🫧 Is AI a bubble?
A practical framework to test whether AI is building value - or inflating it.
Sep 17, 2025
•
Azeem Azhar
and
Nathan Warren
344
23
60
📈 Data to start your week: AI boom, nowhere near the ceiling
Your next moat will be guaranteed access to compute
May 4
•
Azeem Azhar
,
Nathan Warren
, and
Greg Williams
39
5
3
🔮 Exponential View #572: AI’s moats, myths and moral loopholes
Over the past week, I have been in China, meeting AI and robotics teams including Zhipu and MiniMax (the two publicly listed foundation model…
May 3
•
Azeem Azhar
,
Nathan Warren
, and
Greg Williams
49
6
3
🔮 Exponential View #571: DeepSeek shows the future, again; drones on a learning curve; solar goes up, LLM pixels & tennis robots++
With the compute crunch, doing more with less compute could be a winning strategy.
Apr 26
•
Azeem Azhar
,
Nathan Warren
, and
Marija Gavrilov
58
1
9
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Exponential View
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