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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, 2025
•
Azeem Azhar
and
Nathan Warren
334
24
59
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🔮 Exponential View #559: coherent agents; goodbye SaaS; orchestrators needed; space phages, immortality & Kimi's true identity++
Hi all,
Feb 1
•
Azeem Azhar
and
Nathan Warren
45
1
8
🔮 Moltbook is the most important place on the internet right now
Humans not allowed
Jan 31
•
Azeem Azhar
159
14
27
🔮 Davos 2026 and the end of the rules-based order
Listen to my notes from the ground
Jan 29
•
Azeem Azhar
and
Chantal Smith
1
16:23
How “95%” escaped into the world – and why so many believed it
Challenging sloppy thinking
Jan 29
•
Azeem Azhar
and
Hannah Petrovic
99
10
17
👀 Inside OpenAI's unit economics
Exponential View x Epoch AI
Jan 28
•
Azeem Azhar
and
Hannah Petrovic
86
9
📈 Data to start your week
Companies embrace AI ↑ Bots read the docs ↑ America's share ↓ Treasury risk builds ↑
Jan 26
•
Azeem Azhar
and
Hannah Petrovic
37
1
2
🔮 Exponential View #558: Davos & reinventing the world; OpenAI's funk; markets love safety; books are cool, robots & AI Squid Game++
Hi all,
Jan 25
•
Azeem Azhar
and
Nathan Warren
70
3
6
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Exponential View
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