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Exponential View by Azeem Azhar

Weekly deep dives on AI and exponential technologies from a global expert featured in The Economist, WSJ and Financial Times. Join investors, C-suite execs and global leaders and change how you think about the future. www.exponentialview.co

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All Episodes

56:23

🔮 AI & code: what comes next?

Exponential View by Azeem Azhar ·

2025/05/23

What happens when AI writes more of our code than we do?In today’s Live show, I spoke with Thomas Dohmke, CEO of GitHub, the epicentre of modern software development, about the transformative impact AI is having on the way we build software.We explored:* How AI, including tools like GitHub Copilot, fundamentally reshapes the developer's role from coding to problem-solving and creativity.* Why AI tools like Copilot dramatically increase developer productivity by automating repetitive tasks, enhancing

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11:37

🔮 How to build an AI-first company

Exponential View by Azeem Azhar ·

2025/05/16

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coWhat does it really take to transform your organisation into an AI-first business?In today’s Live show, I spoke with Aaron Levie, CEO and co-founder of Box, a leader who’s been on the front lines of enterprise AI adoption and is refreshingly open about what works (and what doesn’t).We discussed…* How AI is reshaping jobs at every level.* The hidden chokepoints that keep company-wide productivity from matching

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55:41

🔮 China, the US & the geopolitics of AI compute

Exponential View by Azeem Azhar ·

2025/05/09

What happens when the power to shape AI’s future lies not in the smartest model—but in who controls the compute?This week, I spoke with Lennart Heim, researcher at RAND and advisor to Epoch AI, to unpack the geopolitics of compute: why sheer model capability is no longer the only game in town, and how control over compute may define who leads in AI.We discussed:* Why China matching US models doesn’t mean it’s winning the AI race.* The staggering scale of infrastructure: 100,000+ GPUs, billions in

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46:44

⚡️The Iberian blackout and the future of the grid

Exponential View by Azeem Azhar ·

2025/05/02

What happens when Europe's leading renewable grids buckle under pressure, and energy becomes as volatile as it is vital?This week, I spoke with Greg Jackson, CEO of Octopus Energy, the UK's largest electricity provider, to unravel the Iberian blackout, where tens of millions lost power overnight, and explore how to future-proof our energy grids.We discussed:* Why Spain and Portugal's "energy island" approach makes their grids vulnerable.* The critical lack of battery storage and digital

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7:50

Trade wars, technology and the future of globalization

Exponential View by Azeem Azhar ·

2025/04/11

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coThis week, I sat down with Ryan Petersen, CEO of Flexport, at a moment of real upheaval in the global trading system. Ryan runs a logistics platform that sees about 1% of all US trade, so he’s got a direct line into how companies are reacting in real time: pausing shipments, renegotiating supply chains and in some cases, facing existential choices.I wanted to understand how the tariff storm is playing out on the

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0:42

🔮 How to win as the world changes

Exponential View by Azeem Azhar ·

2025/04/09

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coLast week, I wrote to my portfolio companies with a simple message: the game is changing fast. The global order is being renegotiated in real time, driven by the inversion of globalization and the rise of AI.These forces are creating confusion, hesitation and for the sharpest operators – opportunity.If you’re a founder, executive or investor, this message is for you. My message to portfolio companiesSent on 6 April

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52:14

🔮 AI agents, adoption and China

Exponential View by Azeem Azhar ·

2025/04/04

I hosted a live discussion today with physicist and entrepreneur Steve Hsu. We covered a lot, including…* AI agent development & hallucination challenges: Steve shares how he’s thinking about tackling LLM hallucinations at his startup Superfocus and what the future of AI agents could be.* Barriers to business adoption: We explore why organizations are slow to adopt AI technologies despite their readiness.* China’s AI innovation ecosystem: We discuss how different cultural attitudes toward

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57:15

Trump, China and the new world order

Exponential View by Azeem Azhar ·

2025/03/28

What happens when the world’s two superpowers go head-to-head in an era of economic upheaval, tech acceleration and military recalibration?This week, I sat down with the eminent historian and Hoover Institution fellow Niall Ferguson to wrestle with what might be the $120 trillion question: what kind of world order is emerging as the US pivots to confront China?We explored:* The emerging “Trump Doctrine” and its Nixonian echoes* How the US is recalibrating its global commitments to focus on China*

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45:18

🔮 AI, energy and robots — where to bet in the boom

Exponential View by Azeem Azhar ·

2025/03/21

I hosted a live with Packy McCormick earlier today and we had a blast—covering a wide range of topics, including:1. A sense-check on crypto and Web3:* Transition from idealistic vision to mainstream financial instrument.* Importance of regulation and guardrails.* Challenges of open systems and manipulation.2. AI’s current state & impact:* “Super SaaS” vs existential threat.* ChatGPT and Claude competing for leadership in daily use.* Anthropic’s prediction of “thousands of geniuses in data centers”

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58:03

“Human-level AI by 2030” – will it happen and are we...

Exponential View by Azeem Azhar ·

2025/03/14

I was live with Jared Kaplan, co-founder of Anthropic, to explore the latest advancements in AI, the challenges of safety and alignment and the evolving role of AI in our economy and society.A snapshot of what we discuss:AI model scaling & Claude 3.7 Sonnet* Introduction of thinking time to optimize computational resources* Rapid iteration cycles – models now improving faster than hardware* The future of training data and potential limitationsAI safety & alignment strategies* How Anthropic’s

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47:32

Live with Kevin Kelly on AI, humans and the future

Exponential View by Azeem Azhar ·

2025/03/07

I was live with Kevin Kelly earlier today. Thanks to all of you who joined us – and if you didn’t have a chance to join us live, you can watch the recording right here.We discuss:* Population decline, its causes and implications.* How AI agents might eventually become integral economic entities, not only producing but also consuming, creating a new type of economy.* Why we both see technology not just as a complexity generator but as an opportunity and possibility enhancer.* How we could go about

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21:47

Making Chinese AI work for the US

Exponential View by Azeem Azhar ·

2025/02/28

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coI got together with Jeffrey Ding to reframe the “US vs China” AI narrative. We speak about AI diffusion, the US ‘containment’ policies and what the US strategy should be. Thanks all for joining us live – we’ll do one of these every Friday morning-time ET.

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14:32

Listen to this essay: Preparing for the next European...

Exponential View by Azeem Azhar ·

2025/02/25

For centuries, Europe has been both the crucible of civilization and the stage for some of history’s most devastating conflicts. Today, it stands at another inflection point. A resurgent Russia, an uncertain NATO and the growing specter of cyber and kinetic warfare demand a fundamental shift in how Europe thinks about its own security.In this essay, I explore what Europe must do—not just to prepare for the next great war, but to prevent it. Russia is learning fast, rebuilding faster and probing the

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13:00

🎧 Listen to this essay: Silicon Valley’s builders are...

Exponential View by Azeem Azhar ·

2025/02/21

Hi all,Time is scarce, but ideas matter. That’s why we’re experimenting with generative AI to bring Exponential View to you in audio—so you can engage with my writing while on the move.In today’s edition, you’ll hear my latest reflections from Silicon Valley. Once again, the Bay Area is pulling ahead of the world—this time, powered by AI. The essay is available for reading here.This is an early experiment, and your feedback will shape where we take it next. Let us know what you think—drop a comment

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61:26

✨ Paul Krugman and Azeem on the world in 2025

Exponential View by Azeem Azhar ·

2025/01/31

I had a great chat today with Paul Krugman to kick off the Substack Market Forecast Summit. This was our first public conversation but not the last. There was a great amount to discuss at the intersection of economics, technology and geopolitics. We framed it under a broad umbrella – the world in 2025.Almost 5000 readers tuned in as we explored what this year would bring – we covered tariffs and trade wars, the new information ecosystem, AI and debt levels. Here are our takeaways.1. The new

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4:00

🔮 Daily Davos with Brynjolfsson, LeCun, Pratt & Tallinn

Exponential View by Azeem Azhar ·

2025/01/23

This evening, I attended a dinner hosted by Stanford’s Erik Brynjolfsson, alongside Yann LeCun, Gill Pratt, CEO of Toyota Research Institute, and Jaan Tallinn, co-founder of Skype and Centre for the Study of Existential Risk. Instead of recording my takeaway from the last day of the Forum, I passed the mic around the dinner table and asked Erik, Jaan, Yann and Gill to share their key takeaways from this year’s gathering. Enjoy! This is a public episode. If you’d like to discuss this with other

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1:25

🔥 Davos Day 2: AI, Trump, Europe

Exponential View by Azeem Azhar ·

2025/01/22

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coHi all,I’ve just wrapped up my second full day at the World Economic Forum in Davos. Three themes stand out: AI, Trump and Europe.Watch my video for full commentary – abbreviated notes are available below.AIIt’s impossible to take more than a few steps here without hearing about AI’s extraordinary trajectory. Dario Amodei of Anthropic has been reiterating his prediction that we could have “PhD-level” AI in just two

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12:27

👋🏼 Davos Daily, Day 1

Exponential View by Azeem Azhar ·

2025/01/21

Hi all,Here’s a quick live dispatch from Davos. If you prefer video over notes, go to 02:26 where my briefing begins.The energy here is different this year, so I’ll share my daily takes from the Forum to help you understand what it’s like and what we’re learning here. Three big themes emerged from my Day 1 at the Forum:* Yesterday’s inauguration is the elephant in the room. There’s a palpable sense of a “changing world order” here, with dinner conversations revolving around adaptation scenarios. One

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4:50

🔥 Five forces set to upend the global order

Exponential View by Azeem Azhar ·

2025/01/11

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coWhen I look back on our recent history—from around 2014 to today—I see an era that future historians will call an inflection point. Much as the 1920s and 1930s fundamentally differed from the world of the late 1800s, we’re going through a similarly significant transition now. We have game-changing technologies and volatile geopolitics. In my view, this period will be studied as the moment when economic and political

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6:30

✨ AI in 2025 – Kai-Fu Lee’s post-ChatGPT playbook

Exponential View by Azeem Azhar ·

2024/12/20

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coAs we wrap up the year, I’m speaking with some of my peers to understand what they expect of AI in 2025. My conversations with SemiAnalysis’ Dylan Patel, Ethan Mollick and Nathan Benaich are out. They cover all you need to know across AI hardware, software, consumer uptake and economics to set your expectations for 2025. Some of the predictions we heard so far include:* As AI coding assistants continue to reduce the

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58 results

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