Generative AI

📈 Data to start your week: The cost of tokenmaxxing

Bye, bye fixed costs. Hello token anxiety.

May 18 • Azeem Azhar and Hannah Petrovic

🔮 Exponential View #574: Inside Anthropic’s rocket ship; AI pluralism; love commoditized, context-maxxing & Voltaire++

This is the most relevant newsletter I receive in my inbox every week.

May 17 • Azeem Azhar

🔮 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

💸 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

📈 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

📈 Data to start your week

Claude downloads ↑ Job quitting ↓ Sovereign tech ↑ Deforestation ↓

Mar 2 • Azeem Azhar and Hannah Petrovic

🔮 Everyone’s looking for a bubble. No one sees the stampede.

The boring phase is coming to an end…

Feb 11 • Azeem Azhar and Nathan Warren

📈 Data to start your week

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

Feb 9 • Azeem Azhar and Hannah Petrovic

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