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PODCAST

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

11:53

🔮 How we’ll know if we’re in an AI bubble (history’s...

Exponential View by Azeem Azhar ·

2025/09/27

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 examine economic strain, revenue growth, valuations, and the quality of capital fueling AI’s ascent. This is our effort to cut through hype and fatalism to provide a clear dashboard: where today’s AI build-out looks like a genuine boom, and where early warning

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58:35

🔮 Is China engineering the future?

Exponential View by Azeem Azhar ·

2025/09/24

In today’s live, 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. Dan is one of the most astute observers of China’s technological and industrial development, and his annual letters from Beijing have long been required reading for those seeking to understand the country’s evolving role in the world. In his new book, he argues that China is best understood as an engineering state, in contrast to the

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37:59

🔮 Can OpenAI outperform the Nasdaq?

Exponential View by Azeem Azhar ·

2025/09/05

OpenAI is expanding a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. That raised a simple question: is a private slice of OpenAI better than buying the Nasdaq?I have an exclusive essay ready for members (arriving in your inboxes tomorrow!) breaking down the math and my assumptions in detail. Become a premium member to receive it in full tomorrow morning.Ahead of this release, I did a quick live chat with EV readers to share my initial

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34:44

🔮 New evidence for AI and the job market

Exponential View by Azeem Azhar ·

2025/08/29

Thanks to all who joined my 30-minute live briefing today. For those of you who were not there, here’s a chance to catch up. Skip to 1:30 when I start the event.How is AI impacting the labour market? In today’s live, I discussed Erik Brynjolfsson and colleagues’ latest paper “Canaries in the Coal Mine? Six Facts about the Recent Employment Effects of Artificial Intelligence”, which found that early career workers in AI-exposed roles saw a 13% relative decline in employment, while older workers saw

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27:19

🔮 What I was right (and wrong) about

Exponential View by Azeem Azhar ·

2025/07/04

At the start of the year, I made seven predictions about how 2025 would unfold. Six months in, it’s time to mark my own work.* No AI wall (Grade: A)I had foreseen that we’d see no slowdown in AI capability growth. Ten-million-token models exist (Meta, Mistral, Gemini). Benchmark scores are rising sharply - Frontier Maths, RKGI, MMLU. O3 is 25% on Frontier Math where GPT-4 was 2%. There’s been real progress. That said, some models are inconsistent and overthink things. Ask me how Flash 2.5 wrecked

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28:01

🔮 Lessons from China

Exponential View by Azeem Azhar ·

2025/06/27

In today’s live I reflected on a whirlwind three-day visit to China. You can’t do justice to a small country in three days, let alone a big one. But I was observing. And here are a few things that stuck out:* Infrastructure built at speed: Beijing’s immaculate airport, 300 km/h rail to Tianjin, and smooth expressways hammer home the sustained investment, the concrete and steel, that China has poured over the previous decades.* Verticalised AI in action: American frontier labs lead. Chinese ones are

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37:19

🔮 Living in the "gentle singularity"?

Exponential View by Azeem Azhar ·

2025/06/13

In today’s live I explored three tectonic shifts: Apple’s puzzling WWDC reveal and the turn towards ambient computing, Google’s waning click-ads as users embrace chatbots, and Sam Altman’s “gentle singularity” that still demands hard institutional work.Quick takes:* Apple after the iPhone: Liquid Interface points to a post-phone world of voice-first, invisible assistance; yet Cupertino lags on core AI, stitching sloth emojis while rivals edge towards AGI.* The crumble of the click: ChatGPT and

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58:12

🔮 OpenAI’s CPO on building at the cutting edge

Exponential View by Azeem Azhar ·

2025/06/04

In today’s live show I spoke with Kevin Weil, CPO of OpenAI, just moments after he announced a range of new features including enterprise connectors and meeting recordings.We discussed:* ChatGPT now ingests Google Workspace, Microsoft 365, Dropbox, Box, SharePoint and OneDrive data, while new agents summarise docs, run multi-step research and commit code.* GPT-4o becomes the default; GPT-5 is on the runway to fold frontier abilities into one workhorse.* Eval-driven loops let product and research

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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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66 results

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