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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
153
4
27
Latest
Top
Discussions
🔮 How Ukraine solved the hardest problem in defense
Inside Ukraine’s seven-day drone advantage
Apr 24
•
Azeem Azhar
,
Greg Williams
, and
Nathan Warren
116
13
17
🔮 Why I changed my mind about Apple
AI’s most important hardware company?
Mar 19
•
Azeem Azhar
173
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
343
23
60
🔮 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
57
1
9
🍏 Apple’s AI bet got a CEO
Apple’s board picked John Ternus, senior vice president of Hardware Engineering, to succeed Tim Cook on September 1.
Apr 21
•
Azeem Azhar
98
2
7
📈 Data to start your week: Inside the AI boom – jobs, jargon & jittery uptime
Plus: Solar wins, cancer vaccine & hope recession
Apr 20
•
Azeem Azhar
and
Nathan Warren
88
4
4
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Exponential View
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