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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
23
59
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📈 Data to start your week
Quick AI revenues ↑ Underestimating competitors ↑ Sourcing from China ↓
Dec 8
•
Azeem Azhar
and
Hannah Petrovic
52
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
65
5
🔮 The real bottlenecks in AI + Q&A
Tough questions for the year ahead
Dec 5
•
Azeem Azhar
10
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
👀 Did OpenAI’s $100 billion path just get narrower?
Sam Altman’s internal pivot tells us something important about the AI market right now
Dec 4
•
Azeem Azhar
and
Nathan Warren
69
3
7
🔮 The next 24 months in AI
A unified view of AI’s critical pressure points – and what to watch
Dec 3
•
Azeem Azhar
67
7
7
📈 Data to start your week
Solar beats demand ↑ Time with Gemini ↑ Climate inaction costs ↑
Dec 1
•
Azeem Azhar
and
Hannah Petrovic
46
2
3
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