Exponential View

Exponential View

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📈 Data to start your week
AI at work ↑ Age of construction ↓ Chip power gap ↓ Cognitive shocks of heat and pollution ↑
 • Azeem Azhar and Hannah Petrovic
🔮 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
 • Azeem Azhar and Nathan Warren
🔮 What it will take for AI to scale (energy, compute, talent)
Looking at the next 24 months of AI
 • Azeem Azhar and Chantal Smith
24:06
📈 Data to start your week
Quick AI revenues ↑ Underestimating competitors ↑ Sourcing from China ↓
 • Azeem Azhar and Hannah Petrovic
🔮 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
 • Azeem Azhar and Nathan Warren
🔮 The real bottlenecks in AI + Q&A
Tough questions for the year ahead
 • Azeem Azhar
29:27
🔮 The S-curves rewriting our economy
Wall Street's AI blind spot
 • Azeem Azhar and Chantal Smith
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
 • Azeem Azhar and Nathan Warren
🔮 The next 24 months in AI
A unified view of AI’s critical pressure points – and what to watch
 • Azeem Azhar
📈 Data to start your week
Solar beats demand ↑ Time with Gemini ↑ Climate inaction costs ↑
 • Azeem Azhar and Hannah Petrovic

November 2025

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