Exponential View

Exponential View

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🫧 Is AI a bubble?
A practical framework to test whether AI is building value - or inflating it.
 • 
Azeem Azhar
 and 
Nathan Warren
8
📈 Data to start your week
Weekends off ↓ Nasal spray effectiveness ↑ Working-age income ↓
 • 
Azeem Azhar
 and 
Hannah Petrovic
🔮 Sunday edition #541: AI adoption myths. Carbon storage ceilings. Microsoft’s hedge. Nepal, microdrama, 50s ftw++
An insider's guide to AI and exponential technologies.
 • 
Azeem Azhar
 and 
Nathan Warren
2
🔮 The exponential thinker’s reading list: 10 timeless essays
Ideas on growth, complexity, and change that remain urgent today
 • 
Azeem Azhar
5
📈 Data to start your week
Anthropic valuation ↑ Chinese emissions ↓ Chatbot manipulation ↑
 • 
Azeem Azhar
 and 
Hannah Petrovic
🔮 Sunday edition #540: Can aging be reset? Will AI hollow out youth jobs? What happens when autonomy erodes?
An insider's view on AI and exponential tech.
 • 
Azeem Azhar
 and 
Nathan Warren
2
💸 What $500bn buys you in AI (and what it doesn’t)
The bull, the bear and the disruption premium
 • 
Azeem Azhar
3
🔮 Can OpenAI outperform the Nasdaq?
How I think about complex questions
 • 
Azeem Azhar
4
37:58
🔮 Could AI offset baby boomers retiring?
A guest essay by Vanguard’s global chief economist Joe Davis
1
📈 Data to start your week
Two customers made up 39% of Nvidia’s revenue in Q2.
 • 
Azeem Azhar
 and 
Hannah Petrovic

August 2025

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