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AI: Boom or Bubble
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🫧 Is AI a bubble?
A practical framework to test whether AI is building value - or inflating it.
Sep 17
•
Azeem Azhar
and
Nathan Warren
328
24
59
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🧠 We are all spiky
We’ve done this trick once, turning spiky humans into civilisation. We’re about to do it again.
2 hrs ago
•
Azeem Azhar
31
1
1
📈 2025 in 25 stats
The data that explains the year
17 hrs ago
•
Azeem Azhar
and
Hannah Petrovic
28
3
5
🔮 Exponential View #555: Ukraine’s drone first; the China syndrome; the San Francisco Concensus; slop-timism, McKinsey cuts jobs …
An insider's guide to AI and exponential technologies
Dec 21
•
Azeem Azhar
and
Nathan Warren
44
1
6
🔮 Reflecting on 2025, the year AI became real
Listen now | This was the year artificial intelligence stopped being a curiosity and became infrastructure. The year models got good enough to do real…
Dec 20
•
Azeem Azhar
and
Chantal Smith
21
1
25:17
📈 Data to start your week
AI at work ↑ Age of construction ↓ Chip power gap ↓ Cognitive shocks of heat and pollution ↑
Dec 15
•
Azeem Azhar
and
Hannah Petrovic
47
3
🔮 Exponential View #554: Intelligence gets cheaper. Adoption gets harder. Jet engines become power plants; tiny brain chips & emotional…
An insider’s view of AI and exponential technologies
Dec 14
•
Azeem Azhar
and
Nathan Warren
58
3
5
🔮 What it will take for AI to scale (energy, compute, talent)
Looking at the next 24 months of AI
Dec 11
•
Azeem Azhar
and
Chantal Smith
17
24:06
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