Exponential View

Exponential View

๐Ÿ“ˆ Data to start your week

AI at work โ†‘ Age of construction โ†“ Chip power gap โ†“ Cognitive shocks of heat and pollution โ†‘

Azeem Azhar and Hannah Petrovic
Dec 15, 2025
โˆ™ Paid

Hi all,

Hereโ€™s your Monday round-up of data driving conversations this week in less than 250 words.

Letโ€™s go!


  1. AI at work โ†‘ Adoption grew from 40% to 45% between Q2 and Q3 this year. But the real growth is in light, frequent use throughout the week.

  2. Enterprise sales โ†‘ OpenAI reported 8x year-on-year growth in its ChatGPT enterprise use, led by technology, manufacturing and healthcare.

  3. Age of construction โ†“ Construction productivity has been flat or falling across most rich countries since the 1990s, despite decades of automation and evolving manufacturing practices.

  4. The cost of letting chips go โ†‘ โ€‹โ€‹Without any exports or smuggling, the US is projected to hold a 21x-49x lead in AI compute over China in 2026. Allowing unrestricted Hopper exports shrinks that lead to as little as ~1.2x-6.7x. (See EV#554)

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