Archive - Exponential View

🔥 Jensen Huang and the future of the AI boom

Good news for some, not so good news for others

3 hrs ago • Azeem Azhar

Madness and mayhem

A note on Jensen, AI spending, data centers & Anthropic

Nov 10 • Azeem Azhar

📈 AI-exposed workers wait a month longer for a job

Plus: Slow chips, Steam runs on AI & the ozone hole++

Nov 9 • Azeem Azhar and Hannah Petrovic

🔮 The people vs tech; the Europoor; forgotten Creole++ #609

Your weekend briefing on AI and exponential technologies

Nov 8 • Azeem Azhar

What to build next? With Bill Gross, IdeaLab.ai

“This is my way to have 12,000 companies at once.“

Nov 6 • Marija Gavrilov

54:05

🔮 Don’t waste a good backlash

Voters smashed the build-out at the ballot box. Democrats could turn it into a dividend.

Nov 6 • Azeem Azhar, William Gildea, and Hannah Petrovic

👀 EV Unfiltered – opening my sketchbook

Research notes, unfinished ideas and internal memos... Would you find them useful?

Nov 3 • Azeem Azhar

📈 Political ads turn against data centers

Plus: Korea’s chip boom, the Census asks firms about “Super Intelligence”, and US workers check out++

Nov 2 • Azeem Azhar and Hannah Petrovic

🔮 39 charts on Anthropic, one-person biotech firm & cheap solar #608

Your Sunday briefing on AI and exponential technologies

Nov 1 • Azeem Azhar and Marija Gavrilov

October 2026

🤖 Microsoft is making room for machines

Why a firm with the fattest margins in its history is letting a quarter of its staff go

Oct 29 • Azeem Azhar

🔮 Anthropic’s S-1 in charts

Anthropic’s S-1 should finally address the elephant in the room: is AI real?

Oct 27 • Azeem Azhar

34:28

📈 Monday data: For science the bottleneck isn’t intelligence

AI already improves AI. Whether that compounds across the sciences depends on the field.

Oct 26 • Azeem Azhar and Hannah Petrovic

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts