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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
307
22
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🔮 Inside the US-China decoupling: AI, rare earths, Taiwan, trade
Listen now + research notes
Oct 23
•
Azeem Azhar
and
Chantal Smith
22
45:19
🔴 A messier AI story
Nvidia, OpenAI and the messy middle
Oct 22
•
Azeem Azhar
47
📈 Data to start your week
AI users ↑ Autonomous labs ↑ Employees ↓ Revenue ↑
Oct 20
•
Azeem Azhar
and
Hannah Petrovic
34
7
🔮 Exponential View #546: Capex is driving the energy transition. AI progress needs ingenuity. Xi's scared of pessimism++
A weekly briefing on AI and exponential technologies
Oct 19
•
Azeem Azhar
and
Nathan Warren
46
💸 The imminence of the AI bust [correct]
Not all stress signals disaster
Oct 18
•
Azeem Azhar
62
4
🔮 Is the China-US race entering a new paradigm?
Live with ChinaTalk's Jordan Schneider
Oct 17
•
Azeem Azhar
18
55:25
📈 Data to start your week
China controls atoms ↑ Europe re-arms ↑ Attention economy ceiling ↑
Oct 13
•
Azeem Azhar
77
2
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