AI

🔥 We checked. Again. Still no bubble.

A customer-led boom with a few fraying edges.

4 hrs ago • Azeem Azhar and Nathan Warren

🔮 Exponential View #575: AI’s math breakthrough and its creative limits

“Humans were not put on this earth to maintain Excel models.”

May 24 • Azeem Azhar

📈 Data to start your week: The cost of tokenmaxxing

Bye, bye fixed costs. Hello token anxiety.

May 18 • Azeem Azhar and Hannah Petrovic

📈⏳ The broken bargain of Moore’s Law

The physics has been slowing for years. The economics may be catching up.

May 11 • Azeem Azhar and Hannah Petrovic

📈 Data to start your week: AI boom, nowhere near the ceiling

Your next moat will be guaranteed access to compute

May 4 • Azeem Azhar, Nathan Warren, and Greg Williams

🔮 Exponential View #572: AI’s moats, myths and moral loopholes

Over the past week, I have been in China, meeting AI and robotics teams including Zhipu and MiniMax (the two publicly listed foundation model…

May 3 • Azeem Azhar, Nathan Warren, and Greg Williams

🔮 Exponential View #571: DeepSeek shows the future, again; drones on a learning curve; solar goes up, LLM pixels & tennis robots++

With the compute crunch, doing more with less compute could be a winning strategy.

Apr 26 • Azeem Azhar, Nathan Warren, and Marija Gavrilov

🔮 Exponential View #570: Inside Jensen Huang’s worldview

China’s second ecosystem, Iran scenarios, the clip economy +++

Apr 19 • Azeem Azhar, Nathan Warren, and Greg Williams

🔮 The classified frontier

The US won’t lose control of frontier AI – it will choose who else gets access to it.

Apr 15 • Azeem Azhar, Nathan Warren, and Greg Williams

💸 Mythos and the mispricing of everything

The moment AI Capability and AI danger became permanently inseparable

Apr 10 • Azeem Azhar and Greg Williams

📈 Data to start your week: The AI buildout

Megawatts, golf courses and bipartisan peace

Mar 30 • Azeem Azhar and Hannah Petrovic

🔮 Exponential View #567: How AI is rewiring work

An insider’s guide to AI and exponential technologies

Mar 29 • Azeem Azhar and Nathan Warren

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