Exponential View

Exponential View

📈 Data to start your week

AI users ↑ Autonomous labs ↑ Employees ↓ Revenue ↑

Azeem Azhar and Hannah Petrovic
Oct 20, 2025
∙ Paid

Hi all,

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

Let’s go!


  1. Premium subscriptions ↑ About 70% of OpenAI’s $13 billion in annualized recurring revenue comes from roughly 40 million paying subscribers.

  2. GenAI goes mainstream ↑ China’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 ↑ Venture-capital funding for autonomous labs now rivals the National Science Foundation’s yearly budget for materials and chemistry. Via Charles Yang

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