Exponential View

Exponential View

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📈 Data to start your week
China's young guns, confidence in AI & faster than ever to $1 million
 • Azeem Azhar and Nathan Warren
🔮 Fifty years of Moore’s Law wasn’t fast enough for AI #580
Plus: The frontier is already agentic; unlocking innovation; new drugs, food apps without food & Chinese AI job market++
 • Azeem Azhar and Marija Gavrilov
🔮 The state of the AI economy
We've reconstructed the AI economy from the bottom up
 • Azeem Azhar, William Gildea, Nathan Warren, Hannah Petrovic, and Marija Gavrilov
🔮 Product eats the AI company; the bitter lesson prevails; Fable 5 as CEO, undersea diplomacy & jellyfish sleep++ #579
Hi all,
 • Azeem Azhar and Marija Gavrilov
🔮 Is AI immune to groupthink?
Stress-testing AI councils in practice
 • Azeem Azhar and Rohit Krishnan
📈 Data to start your week
AI & job cuts; China’s nuclear lead; GLP-1s & cancer++
 • Azeem Azhar, Marija Gavrilov, and Hannah Petrovic
🔮 Exponential View #578: Fable & time to pause AI; iPhone vs babies; gene therapy, bad CEOs & Chinese Gen Z++
Plus: Fable, iPhone babies & bad CEOs++
 • Azeem Azhar and Marija Gavrilov
‼️ A blueprint for managed decline
Piketty’s road to Animal Farm
 • Azeem Azhar
🔮 The AI boom is becoming an entrepreneurship boom #577
Plus, Russia's Bryan Johnson, camping chips, dreaming AI++
 • Azeem Azhar
💸 You’re paying for tokens. Now what?
Companies are having to pay for tokens. Is this a good thing or a not?
 • Azeem Azhar
🔥 We checked. Again. Still no bubble.
A customer-led boom with a few fraying edges.
 • Azeem Azhar and Nathan Warren

May 2026

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