Exponential View

Exponential View

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πŸ“ˆ Data to start your week
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πŸ“ˆ Data to start your week

AI coders; Waymo safety; Chinese solar; men out of work++

Azeem Azhar
May 05, 2025
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Hi all,

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


  1. US leads AI compute. Despite China catching up on model benchmarks, the US maintains a strategic advantage with roughly 10 times more total AI compute capacity.

    Source: ChinaTalk
  2. Nat cat losses rising. Insurers face an expected $145 billion in natural catastrophe losses this year, significantly exceeding the 10-year average.

  3. GenAI employment impact minimal (so far). A Danish study found generative AI chatbots had no significant impact on wages or hours worked in 2023/24.

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