🔮 AI's Covid rating; social commerce; electrification; robots, maps & Chinese names++ #278

I’m Azeem Azhar. I convene Exponential View to help us understand how our societies and political economy will change under the force of rapidly accelerating technologies.

🇪🇺 On Friday, I asked members what they thought about European tech finally breaking through after we saw two milestones reached this month: both Spotify and Adyen passed the $50bn market cap barrier. Thanks to all members who joined the discussion: in no particular order, Christina Nesheva, Beth Krasna, Tristan Fletcher, Oytun Tez, Jen Van Der Meer, Aaref Hilaly, Will Craven, Jose Paris, Hugh Reid, Dan Smith, Ross Duncan. The discussion is still open, jump in.

The near future

🛒 Since I last wrote about Pinduoduo two years ago in EV#175, its market cap has quintupled to over $100bn. Pinduoduo is described as a cross between “Costco & Disneyland” in this detailed FT overview of the business. (See also Anu Hariharan’s product tear-down of Pinduoduo.) Pinduoduo is interesting because it shows that many categories, eve…