Economics

🫧 Is AI a bubble?

A practical framework to test whether AI is building value - or inflating it.

Sep 17 •

and

🔮 Sunday edition #541: AI adoption myths. Carbon storage ceilings. Microsoft’s hedge. Nepal, microdrama, 50s ftw++

An insider's guide to AI and exponential technologies.

Sep 14 •

and

🔮 The exponential thinker’s reading list: 10 timeless essays

Ideas on growth, complexity, and change that remain urgent today

Sep 10 •

🔮 Sunday edition #539: Canaries in the bullpen. DeepSeek strikes again. Africa's solar revolution. Human agency, Grok Code, how FAANGs…

“I became a member when I started work on a project that needed combination of technical skills, wide vision, common sense and integrity.

Aug 31 •

and

📈 Data to start your week

10 facts, all in less than 250 words

Aug 25 •

and

Hannah Petrovic

🔄 America’s fourth reinvention

As the old world crumbles, what new one will be built?

Aug 20 •

🔮 Sunday edition #536: Agents over clicks. Youth on thin ice. When autocracy pays. Worlds you can walk through. A drug that slows the…

“Always insightful and refreshingly free of an agenda other than the intellectual pursuit of knowledge in how tech shapes our world.” – Vincent, a…

Aug 10 •

and

🔮 Feel the AGI yet?

Initial reflections on GPT-5

Aug 8 •

and

🟣 EV Daily: AI's inner monologue goes public

Five things to know today + highlights from my conversations

Jul 17 •

🔮 Sunday edition #532: The speed trap in AI, Grok’s ecosystem play, and truth by citation++

Hi it’s Azeem,

Jul 13 •

and

🟣 EV Daily: Nvidia's $4 trillion cliffhanger?

Five things to know today + a glimpse ahead.

Jul 11 •

🔮 Sunday edition #531: Tech trees; AGI vs ROI; pricing content; metaphorical control++

An insider's guide to AI and exponential technologies

Jul 6 •

and

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