Energy

📈 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

📈 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++

Hi, Welcome to the Sunday edition, in which we make sense of the week behind us.

Mar 15 • Azeem Azhar and Nathan Warren

🔮 The case for radical solar optimism

While politics is powerful, the laws of physics will always win

Mar 12 • Azeem Azhar and Hannah Petrovic

📈 Data to start your week

Ozempic, oil shocks and obedience

Mar 9 • Azeem Azhar and Hannah Petrovic

📈 Data to start your week

$1 trillion boom ↑ GLP-1s eat pharma ↑ China carbon ↓

Feb 16 • Azeem Azhar and Hannah Petrovic

📈 Data to start your week

Silicon billions ↑ EU renewables ↑ AI monoculture ↓ Lab costs ↓

Feb 9 • Azeem Azhar and Hannah Petrovic

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