🔮 Bitcoin; semiconductor competition; Clubhouse; the end of cities; neutrinos & smart pigs ++ #309

Hi, I’m Azeem Azhar. I convene Exponential View to help us understand how our societies and political economy will change under the force of rapidly accelerating technologies.

🎧 In my latest podcast, I speak with the man leading innovation at one of the most fascinating companies you probably never heard about. Jonathan Larsen is the CIO of China’s insurance giant Ping An. No staid finance business, Ping An has mastered the platform-business model, creating a thriving ecosystem business and incubating half-a-dozen independent fintech unicorns. I think the PingAn story deserves more attention so I was delighted to speak to Jonathan.

Dept of the near future

🤑 Balaji Srinivasan: Why India should buy bitcoin One of the smartest thinkers in tech on why an economy like India would benefit from going long on cryptocurrencies.

💻 The new oil. Demand for semiconductors is shifting the focus of global politics away from oil-producing countries to the South China Sea. (I covered this in charts of …