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🔮 Inside the US-China decoupling: AI, rare earths, Taiwan, trade
Listen now + research notes
Oct 23
•
Azeem Azhar
and
Chantal Smith
20
45:19
🔴 A messier AI story
Nvidia, OpenAI and the messy middle
Oct 22
•
Azeem Azhar
45
📈 Data to start your week
AI users ↑ Autonomous labs ↑ Employees ↓ Revenue ↑
Oct 20
•
Azeem Azhar
and
Hannah Petrovic
34
7
🔮 Exponential View #546: Capex is driving the energy transition. AI progress needs ingenuity. Xi's scared of pessimism++
A weekly briefing on AI and exponential technologies
Oct 19
•
Azeem Azhar
and
Nathan Warren
46
💸 The imminence of the AI bust [correct]
Not all stress signals disaster
Oct 18
•
Azeem Azhar
62
4
🔮 Is the China-US race entering a new paradigm?
Live with ChinaTalk's Jordan Schneider
Oct 17
•
Azeem Azhar
18
55:25
📈 Data to start your week
China controls atoms ↑ Europe re-arms ↑ Attention economy ceiling ↑
Oct 13
•
Azeem Azhar
77
2
🔮 Exponential View #545: Rethinking scale; GPUs are the new turbines; stuck graduates, robots & AI companions++
An insider’s weekly briefing on AI and exponential technologies
Oct 12
•
Azeem Azhar
and
Marija Gavrilov
68
2
🔴 Did the AI critics find their smoking gun?
Circular financing ahoy
Oct 11
•
Azeem Azhar
125
2
🔮 How Al is breaking and rebuilding the internet economy
Listen now (47 mins) | From search to answers | With Cloudflare co-founder & CEO Matthew Prince
Oct 8
•
Azeem Azhar
36
2
46:42
📈 Data to start your week
⚡️$500B OpenA ↑ I Vibe working ↑ │ Batteries play grid boss ↑ │ PE > Big Mac stands
Oct 6
•
Azeem Azhar
68
1
🔮 Exponential View #544: Robotics flywheels. Sora & the AI economy. Space waves, solar booms & biosecurity exposed ++
In today’s Sunday briefing:
Oct 5
•
Azeem Azhar
and
Marija Gavrilov
53
3
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