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🫧 Is AI a bubble yet? Our five gauges say no
Demand is justifying all the spending, but the spending is getting harder to unwind
 • Azeem Azhar and Nathan Warren
🔮 Introducing: AI Economy Research Fellowship
Join our team to make sense of the AI economy
📈 Data to start your week
AI revenue update; frontier usage gap; hidden solar; China’s robot dominance++
 • Azeem Azhar and Hannah Petrovic
🔮 The curious economics of a $6 AI agent #597
Amazon spent some $1.8 million on a Claude project that ran unnoticed for five months. “It’s difficult to figure out how much anything [AI-related…
 • Azeem Azhar and Marija Gavrilov
🔮 The market misread Google’s AI exodus
Why Jeff Dean’s departure tells us the AI investment cycle is earlier than we think
 • Azeem Azhar and Hannah Petrovic
📈 Making sense of the AI capex logjam
Bought now, billed later
 • Hannah Petrovic, William Gildea, and Marija Gavrilov
🔮 Agents form alliances, DeepMind’s reset & how likely is a crash? #596
Plus: Felony bench, molecular glue, AI writing
🔮 Seven lessons for managing AI agents
Plus, an updated stack of 50+ AI tools we use at Exponential View
📈 Data to start your week
AI is blurring jobs ⬆️ GenAI entertainment ⬆️ El Niño & stability ⬇️
 • Hannah Petrovic
🔮 Leopold & exponential markets; transformative GLP-1s; runaway AI & the future of safety++ #595
Plus: Citizen agents, protein & longevity, nervous Europe
📚 My non-obvious summer reading list
A bit older, a bit left field
 • Azeem Azhar

July 2026

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