Exponential View

Exponential View

πŸ“ˆ Data to start your week

Quick AI revenues ↑ Underestimating competitors ↑ Sourcing from China ↓

Azeem Azhar and Hannah Petrovic
Dec 08, 2025
βˆ™ Paid

Hi all,

Here’s your Monday round-up of data driving conversations this week in less than 250 words.

Let’s go!


  1. Agentic AI ↑ Orchestration systems (like Poetiq) significantly boost frontier-model performance on ARC-AGI-21.

  2. VC screening ↑ LLMs cut venture capital deal screening time from 2 hours to ~13 seconds.

  3. Underestimating competitors ↑ 93% of companies misjudge how quickly rivals are adopting AI and robotics.

  4. Sourcing from China ↓ A third of the members of the European Chamber in China2 are looking to shift sourcing away from China due to tight export controls.

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