Exponential View

Exponential View

๐Ÿ“ˆ Data to start your week

AI users โ†‘ Autonomous labs โ†‘ Employees โ†“ Revenue โ†‘

Azeem Azhar
and
Hannah Petrovic
Oct 20, 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. Premium subscriptions โ†‘ About 70% of OpenAIโ€™s $13 billion in annualized recurring revenue comes from roughly 40 million paying subscribers.

  2. GenAI goes mainstream โ†‘ Chinaโ€™s user base doubled to 515 million in six months, now over a third of the population. Across six major markets, weekly usage jumped from 18% to 34% year-on-year. Behavior has flipped from curiosity to habit.

  3. Science investments โ†‘ Venture-capital funding for autonomous labs now rivals the National Science Foundationโ€™s yearly budget for materials and chemistry. Via

    Charles Yang

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