Exponential View

Exponential View

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AI: Boom or Bubble
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📈 Data to start your week
Capex contribution ↑ Silicon speed ↑ Waymo operators ↓
 • Azeem Azhar and Hannah Petrovic
🔮 Exponential View #562: Agents & the tedium frontier; AI in the statistics; robot insurance; Claude at war, hacking pigeons, AI dignosis++
Hi all,
 • Azeem Azhar and Nathan Warren
🫵 You already have an AI agent.
You just haven’t built it yet.
 • Azeem Azhar
Are we in charge of our AI tools, or are they in charge of us?
A recording from our first "AI Vistas" session.
57:55
🔮 Entering the trillion-agent economy
A practical conversation about what we're building
 • Azeem Azhar, Rohit Krishnan, and Chantal Smith
52:43
📈 Data to start your week
$1 trillion boom ↑ GLP-1s eat pharma ↑ China carbon ↓
 • Azeem Azhar and Hannah Petrovic
🔮 Exponential View #561: Token scaling; frontier revenues; Spotify engineers; century bonds, T-cells vs Alzheimer’s & glass replaces…
Hi all,
 • Azeem Azhar and Nathan Warren
🎯 Magnitudes of intelligence
Each order of magnitude in AI usage reveals a fundamentally different phenomenon
 • Azeem Azhar
🔮 Building with agents
Rohit and I exchange notes on the latest AI tools
 • Azeem Azhar and Rohit Krishnan
1:00:20
🔮 X-raying OpenAI’s unit economics
Notes from our live discussion
 • Azeem Azhar, Jaime Sevilla, Hannah Petrovic, Matt Robinson, and Chantal Smith
🔮 Everyone’s looking for a bubble. No one sees the stampede.
The boring phase is coming to an end…
 • Azeem Azhar and Nathan Warren
📈 Data to start your week
Silicon billions ↑ EU renewables ↑ AI monoculture ↓ Lab costs ↓
 • Azeem Azhar and Hannah Petrovic
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