Exponential View

Exponential View

🔮 Best of the month – A round-up for September 2024

How AI, climate change & energy intertwine. Plus industry & economic trends to know

Azeem Azhar
Oct 01, 2024
∙ Paid
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Welcome to our September recap on AI, climate and energy transition, industry and economic trends. This summarises the most critical ideas and developments we wrote about in 15,000+ words during September.

Artificial intelligence

  • Why humanity needs AI: I dig into the essential role AI could play for the future of our species.

  • AI scaling continues to push limits. There are no near-term limits on power, chip production or data [EV#492]. BlackRock and Microsoft plan a $30 billion fund for AI infrastructure [EV#492]. And chip startup Groq is partnering with Saudi Aramco to build the world's largest AI inference data centre [EV#492]

  • Generative AI is being adopted faster than both the internet and personal computers, with nearly a quarter of working-age Americans using it each week [EV#493]

  • AI companies reach $30 million in annualised revenue more than three times faster than enterprise SaaS firms, according to Stripe data [EV#493]

  • OpenAI’s new model o1 is resetting expectations of what problems …

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