Archive - Exponential View

📈 Data to start your week: The cost of tokenmaxxing

Bye, bye fixed costs. Hello token anxiety.

May 18 • Azeem Azhar and Hannah Petrovic

🔮 Exponential View #574: Inside Anthropic’s rocket ship; AI pluralism; love commoditized, context-maxxing & Voltaire++

This is the most relevant newsletter I receive in my inbox every week.

May 17 • Azeem Azhar

📈 Cerebras and the IPO pop

Wall St is finally grasping AI inference demand

May 15 • Azeem Azhar

🔮🇨🇳 Inside the Chinese AI labs where America’s AI controls created its toughest competition

We quantify China’s efficiency moat and what it means for the future of AI

May 13 • Hannah Petrovic and Azeem Azhar

📈⏳ The broken bargain of Moore’s Law

The physics has been slowing for years. The economics may be catching up.

May 11 • Azeem Azhar and Hannah Petrovic

🔮 Exponential View #573: Are the AI labs building for an intelligence explosion?

Plus: Mythos Preview, jobs, fusion economics & personhood++

May 10 • Azeem Azhar

📈 Data to start your week: AI boom, nowhere near the ceiling

Your next moat will be guaranteed access to compute

May 4 • Azeem Azhar, Nathan Warren, and Greg Williams

🔮 Exponential View #572: AI’s moats, myths and moral loopholes

Over the past week, I have been in China, meeting AI and robotics teams including Zhipu and MiniMax (the two publicly listed foundation model…

May 3 • Azeem Azhar, Nathan Warren, and Greg Williams

April 2026

🔮 Exponential View #571: DeepSeek shows the future, again; drones on a learning curve; solar goes up, LLM pixels & tennis robots++

With the compute crunch, doing more with less compute could be a winning strategy.

Apr 26 • Azeem Azhar, Nathan Warren, and Marija Gavrilov

🔮 How Ukraine solved the hardest problem in defense

Inside Ukraine’s seven-day drone advantage

Apr 24 • Azeem Azhar, Greg Williams, and Nathan Warren

🍏 Apple’s AI bet got a CEO

Apple’s board picked John Ternus, senior vice president of Hardware Engineering, to succeed Tim Cook on September 1.

Apr 21 • Azeem Azhar

📈 Data to start your week: Inside the AI boom – jobs, jargon & jittery uptime

Plus: Solar wins, cancer vaccine & hope recession

Apr 20 • Azeem Azhar and Nathan Warren

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