Archive - Exponential View

📈 Why AI bills rise as costs fall

Boo 👻 it's the ghost token

May 25 • Azeem Azhar and William Gildea

🔮 Exponential View #575: AI’s math breakthrough and its creative limits

“Humans were not put on this earth to maintain Excel models.”

May 24 • Azeem Azhar

👀 The AI backlash is the only thing growing faster than AI revenues

Humans are angry

May 23 • Azeem Azhar

📈 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

#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