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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
317
23
58
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🔮 Breaking down the job market shake-up & the new career playbook
A conversation with Revelio Labs CEO Ben Zweig
15 hrs ago
•
Azeem Azhar
and
Chantal Smith
12
1
47:58
The split reality of AI: rising productivity, flat growth and where’s the beef?
Unpacking the latest data
Nov 14
•
Azeem Azhar
7
1
25:35
🤔 Unpicking OpenAI’s real revenues
Is a misreading of cash flows spooking investors?
Nov 14
•
Azeem Azhar
21
16
5
📈 Data to start your week
AI drives revenue growth ↑ Consumers pay tariffs ↑ Autonomy accelerates research ↑
Nov 10
•
Azeem Azhar
and
Hannah Petrovic
33
4
3
🔮 Exponential View #549: Volatile markets; infinite compute; Kimi K2’s frontier leap; orbital computing++
A weekly briefing on AI and exponential technologies
Nov 9
•
Azeem Azhar
and
Nathan Warren
51
11
4
🔮 The infinite-compute economy has already started
The deeper shift behind the headlines
Nov 7
•
Azeem Azhar
and
Chantal Smith
38
1
6
16:52
🔥 Can OpenAI reach $100 billion in revenue by 2027?
Sam Altman's claim sounds insane. But math says otherwise.
Nov 6
•
Azeem Azhar
and
Hannah Petrovic
45
2
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