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Azeem Azhar's Exponential View

von Azeem Azhar

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How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.

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  1. Inside the $110 billion AI economy (and who is really paying for it)

    The AI economy is real, substantial and growing three times faster than the internet, mobile phone or cloud computing. But is it sustainable? Our forensic analysis from June of this year of 1,000+ companies reveals that over $70 billion in

  2. Why AI isn’t showing up on your bottom line

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I’ve been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  3. Karpathy’s autoresearch could make scientists of us all

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I’ve been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  4. What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I’ve been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  5. Why I changed my mind about Apple and AI

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  6. How to think well with AI: signals, quietness, and the argument engine

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  7. Showing you my AI chief of staff (OpenClaw practical guide)

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  8. Are we in charge of our AI tools or are they in charge of us?

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  9. Entering the trillion-agent economy (ft. Rohit Krishnan)

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  10. Inside the economics of OpenAI (exclusive research)

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  11. Mustafa Suleyman — AI is hacking our empathy circuits

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  12. Davos 2026 and the end of the rules-based order

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  13. Anthropic’s Head of Economics on AI adoption data, Claude Code, the burden of knowledge & the next generation of experts

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  14. My outlook for 2026: orchestration, the human edge and the AI bubble

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  15. AI, markets, and power: A conversation with Paul Krugman (2025 re-run)

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  16. Reflecting on 2025 (the K-shaped economy, AI's impact on work and human judgement, energy bottlenecks)

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  17. What I learned from the world's leading minds in 2025

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  18. What it will take for AI to scale (energy, compute, talent)

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  19. The method of invention, AI's new clock speed and why capital markets are confused

    Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my ana

  20. Why the AI productivity gains haven’t arrived - yet

    The AI industry is sending mixed signals, with markets turning red while teams report real productivity gains. In this session I explore why we are living in a split reality, where individuals move faster with these tools but the wider econ

  21. Where did all the entry-level jobs go? (With Revelio CEO Ben Zweig)

    Junior roles in AI-exposed fields are disappearing fast. The obvious culprit is AI rapidly automating entry-level jobs. And yet, this isn't quite right. What is driving the drop is managers’ expectations about what AI will do, not the work

  22. The demand for infinite compute

    The AI boom isn’t just about chatbots. In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel, electricity or oil. If that’

  23. Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

    In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using trade policy, export controls and industrial strategy to shift the balance of global power. Yet

  24. Inside the collapse of the internet economy (and what comes next)

    Azeem Azhar sat down with Matthew Prince, co-founder & CEO of Cloudflare. Matthew is a rare operator with the vantage point to answer a simple question: if agents do the reading, who gets paid? This conversation is a practical map of how AI

  25. Why China builds while America debates, with Dan Wang

    In this episode, I spoke with Dan Wang, author of “Breakneck: China’s Quest to Engineer the Future”, shortlisted for the FT & Schroders Business Book of the Year (https://www.ft.com/content/8b2a63d9-f1be-493e-b6b4-082cf7f1d5bb). Dan is one

  26. Are we in an AI bubble? (these are the 5 warning signs)

    Is AI a bubble? In this episode, I unpack a new five-gauge framework for understanding the biggest question in tech. Drawing on lessons from past manias – railways, telecoms, the dot-com boom – and grounding our analysis in fresh data, we e

  27. Why GPT-5 was never going to impress you

    GPT-5 was the most advanced AI when it was released, but most people were disappointed. Why? In this episode, I unpack the two key paradoxes that shape how we judge new technology: shifting goalposts and negative space. Timestamps: (0:00) T

  28. My OpenAI thought experiment: $500B to $1.5T?

    Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calc

  29. AI is eating into entry-level jobs

    This is the single most important paper to come out in tech in recent weeks. Erik Brynjolfsson, Bharat Chandar and Ruyu Chen investigated whether generative AI is leading to job losses in roles most exposed to AI – and how these effects dif

  30. AI & the future of media with The Atlantic CEO, Nicholas Thompson

    Nick Thompson, CEO of The Atlantic, led one of the first major content licensing deals with OpenAI in 2024. In this conversation, he joins Azeem to unpack how AI is transforming media – and what that means for every business navigating the

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