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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
326
24
59
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📈 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
57
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
16
24:06
📈 Data to start your week
Quick AI revenues ↑ Underestimating competitors ↑ Sourcing from China ↓
Dec 8
•
Azeem Azhar
and
Hannah Petrovic
54
2
4
🔮 Exponential View #553: The story of 100 trillion tokens; China’s chip win; superhuman persuasion, Waymo ethics, Polymarket & hydrology++
An insider's view of AI and exponential technologies
Dec 7
•
Azeem Azhar
and
Nathan Warren
67
7
🔮 The real bottlenecks in AI + Q&A
Tough questions for the year ahead
Dec 5
•
Azeem Azhar
11
1
1
29:27
🔮 The S-curves rewriting our economy
Wall Street's AI blind spot
Dec 5
•
Azeem Azhar
and
Chantal Smith
21
2
24:13
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