Archive - Exponential View

📈 Data to start your week

Kimi codes ⬆ Lithium recovery ⬆ Confidence in tech ⬇

Jul 20 • Azeem Azhar and Hannah Petrovic

🔮 Kimi K3 surprise & AI economics; the solar paradox; AI's right to learn, cancer vaccine & junior jobs++

Plus: Palantir’s power, cancer vaccines and AI on iPhones

Jul 19 • Azeem Azhar and Marija Gavrilov

📈 Data to start your week

A new scaling law; AI job fears fade; Dementia in retreat++

Jul 13 • Azeem Azhar and Nathan Warren

🔮 Reading is dying. GPU demand isn’t.

Plus: Infrastructure demand; post-literacy, earning after AGI, solar explosion++

Jul 12 • Azeem Azhar

📈 Data to start your week

The coming supply shock; extreme heat; baby bust & growth boom++

Jul 6 • Azeem Azhar and Hannah Petrovic

🔮 Exponential View #591: Never skilling; tricking OpenClaw; screwworm & progress; synth cells, tungsten & AI superforecasters++

“You cut straight through the noise.” — Miguel O., a paying subscriber

Jul 5

June 2026

📈 Data to start your week

China's young guns, confidence in AI & faster than ever to $1 million

Jun 29 • 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++

Jun 28 • Azeem Azhar and Marija Gavrilov

🔮 The state of the AI economy

We've reconstructed the AI economy from the bottom up

Jun 25 • 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

Jun 21 • Azeem Azhar and Marija Gavrilov

🔮 Is AI immune to groupthink?

Stress-testing AI councils in practice

Jun 17 • Azeem Azhar and Rohit Krishnan

📈 Data to start your week

AI & job cuts; China’s nuclear lead; GLP-1s & cancer++

Jun 15 • Azeem Azhar, Marija Gavrilov, and Hannah Petrovic

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