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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
332
24
59
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🔮 Exponential View #557: Starlink, Iran & abundance; AI’s exploration deficit; AGI vibes, aliens, Merge Labs & regulating companions++
Your Sunday briefing on AI and exponential technologies
Jan 18
•
Azeem Azhar
and
Nathan Warren
59
6
5
🔮 The new moat in 2026
Listen on Spotify or Apple Podcasts
Jan 16
•
Azeem Azhar
and
Chantal Smith
13
1
1
32:44
🔮 Anthropic's Head of Economics Peter McCrory on their new Economic Index
The future will be... uneven.
Jan 15
•
Azeem Azhar
19
1:01:25
📈 Data to start your week
US energy trails China by 100 years ↑ GLP-1s cut grocery trips ↓ Drone deliveries going mainstream ↑
Jan 12
•
Azeem Azhar
and
Hannah Petrovic
50
2
1
🔮 Exponential View #556: When execution gets cheap. Capital gains, labor pains. AI buys the grid. CRASH clock, taming complexity & new…
An insider’s view of AI and exponential technologies
Jan 11
•
Azeem Azhar
and
Nathan Warren
42
1
3
🔮 The work after work
Hello from a grey London Saturday.
Jan 10
•
Azeem Azhar
93
12
5
The year ahead
A members-only briefing with a Q&A
Jan 7
•
Azeem Azhar
39
3
2
1:00:49
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