Energy

📈 AI revenue hit $229 billion

Plus: AI job losses drop, El Niño squeezes trade & the agentic tool gap++

Sep 7 • Azeem Azhar and Hannah Petrovic

📈 Data to start your week

AI is now AI’s biggest customer; China’s coal milestone; climate change in your bloodstream++

Aug 24 • Azeem Azhar and Hannah Petrovic

📈 Data to start your week

AI revenue update; frontier usage gap; hidden solar; China’s robot dominance++

Aug 17 • Azeem Azhar and Hannah Petrovic

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

Most of the demand hasn’t arrived yet

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

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

Silicon experts; courts rule against firing humans for AI; Elon, war & goblins++

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

📈 Data to start your week – The jet fuel inflection point

Conflict could achieve what policy can’t

Apr 13 • Azeem Azhar and Hannah Petrovic

📈 Data to start your week: The AI buildout

Megawatts, golf courses and bipartisan peace

Mar 30 • Azeem Azhar and Hannah Petrovic

📈 Data to start your week — Helium special

The Iran War’s unexpected front

Mar 23 • Azeem Azhar and Nathan Warren

📈 Data to start your week

WFH babies ↑ Dr. GPT ↑ AI in academia ↓

Mar 16 • Azeem Azhar

🔮 Exponential View #565: Autoresearch; the solar supercycle; an agentic nation; ChatGPT Olympian, seeing fraud & moving asteroids++

An insider’s perspective on AI and exponential technologies

Mar 15 • Azeem Azhar and Nathan Warren

🔮 The case for radical solar optimism

No strait, no problem

Mar 12 • Azeem Azhar and Hannah Petrovic

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts