Exponential View

Exponential View

Home
AI
Energy
Economics
Geopolitics
Archive
About
🫧 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
🔮 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
Exponential View
Exponential View
"One of the best for understanding how tech can solve our biggest problems and shape our society." — Daniel Ek, CEO of Spotify
Member resources
Technology laws governing progress
Mismeasuring AI (Part 1)
Mismeasuring AI (Part 2)
Understanding modularity (Part 1)
Understanding modularity (Part 2)
Other
YouTube
Spotify
Apple Podcasts

Exponential View

AboutArchiveRecommendationsSitemap
© 2025 EPIIPLUS1 Ltd
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture