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AI: Boom or Bubble
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🔮 Building with agents
Rohit and I exchange notes on the latest AI tools
48 mins ago
•
Azeem Azhar
and
Rohit Krishnan
5
1:00:20
🔮 X-raying OpenAI’s unit economics
Notes from our live discussion
6 hrs ago
•
Azeem Azhar
,
Jaime Sevilla
,
Hannah Petrovic
,
Matt Robinson
, and
Chantal Smith
25
1
2
🔮 Everyone’s looking for a bubble. No one sees the stampede.
The boring phase is coming to an end…
Feb 11
•
Azeem Azhar
and
Nathan Warren
89
3
13
📈 Data to start your week
Silicon billions ↑ EU renewables ↑ AI monoculture ↓ Lab costs ↓
Feb 9
•
Azeem Azhar
and
Hannah Petrovic
32
4
4
🔮 Exponential View #560: The $1 trillion panic; my favorite AI analysis tool; intention economy, CAR-T therapy & time++
Hi all,
Feb 8
•
Azeem Azhar
and
Nathan Warren
42
5
3
Do AI models actually make enough money to cover their costs? Live with Epoch AI
A recording from Azeem Azhar's live video
Feb 6
•
Azeem Azhar
13
1
57:21
Mustafa Suleyman – AI is hacking our empathy circuits
Listen now | Consciousness, collective AI psychosis & the case for going faster
Feb 5
•
Azeem Azhar
and
Chantal Smith
30
4
3
50:16
📈 Data to start your week
Meta spending ↑ Anticipatory layoffs ↑ Book discovery ↑ US science ↓
Feb 2
•
Azeem Azhar
and
Hannah Petrovic
70
1
🔮 Exponential View #559: coherent agents; goodbye SaaS; orchestrators needed; space phages, immortality & Kimi's true identity++
Hi all,
Feb 1
•
Azeem Azhar
and
Nathan Warren
60
2
10
January 2026
🔮 Moltbook is the most important place on the internet right now
Humans not allowed
Jan 31
•
Azeem Azhar
197
19
35
🔮 Davos 2026 and the end of the rules-based order
Listen to my notes from the ground
Jan 29
•
Azeem Azhar
and
Chantal Smith
2
16:23
How “95%” escaped into the world – and why so many believed it
Challenging sloppy thinking
Jan 29
•
Azeem Azhar
and
Hannah Petrovic
105
10
17
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