Exponential View
Subscribe
Sign in
Home
AI: Boom or Bubble
Solar Supercycle
YouTube
Podcast
Archive
Perks
About
Latest
Top
Discussions
🔮 What would Adam Smith make of AI?
A Smithian inquiry amidst the chaos
Sep 15
•
Azeem Azhar
100
5
7
📈 Anthropic’s $517 billion shopping list
Plus: $300 billion chip subsidies, no jobs; a learning slump; AI decodes bio++
Sep 14
•
Azeem Azhar
and
Hannah Petrovic
93
3
🔮 Look up, the curve turned #601
On the economy, Navier–Stokes & safety
Sep 13
•
Azeem Azhar
113
3
6
📈 AI revenue hit $229 billion
Plus: AI job losses drop, El Niño squeezes trade & the agentic tool gap++
Sep 7
•
Azeem Azhar
and
Hannah Petrovic
105
4
3
🔮 Astra outruns visibility EV#600
Plus: Cancer vaccines, AI in jobs data & Ukraine’s massive robot army++
Sep 6
•
Azeem Azhar
and
Marija Gavrilov
75
3
11
📈 Data to start your week
Nvidia doubles again; AI’s cover-up habit; the $1.50 data centre bill++
Sep 1
•
Azeem Azhar
and
Hannah Petrovic
100
3
August 2026
🔮 Unbounded self-improvement and its limits #599
Plus: The deceptive popularity of open-weight models & DIY compute.
Aug 30
•
Azeem Azhar
and
Nathan Warren
60
2
4
📈 Data to start your week
AI is now AI’s biggest customer; China’s coal milestone; climate change in your bloodstream++
Aug 24
•
Azeem Azhar
and
Hannah Petrovic
107
3
6
🔮 Why one AI is better than four #598
Plus: Why isn’t jevon’s paradox showing in the statistics & why generation isn’t comprehension
Aug 23
•
Azeem Azhar
and
Nathan Warren
93
1
2
🏦 The problem with petards
How the AI industry’s apocalyptic warnings became the political case against the data centers it needs.
Aug 22
•
Azeem Azhar
109
13
4
🫧 Is AI a bubble yet? Our five gauges say no
Demand is justifying all the spending, but the spending is getting harder to unwind
Aug 19
•
Azeem Azhar
and
Nathan Warren
55
7
4
🔮 Introducing: AI Economy Research Fellowship
Join our team to make sense of the AI economy
Aug 18
6
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
