🔮 Google’s $100bn problem; escaping OpenAI; global trade, the physics of heartbreak++ #409

The challenge to Google is very real...

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

In today’s edition:

• How Google lost $100bn to an LLM problem;

• Why China banned certain solar panel components’ exports;

• Two giants disagree about the future shape of trade.