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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

46:26

✨ AI in 2025 – The great normalisation

Exponential View by Azeem Azhar ·

2024/12/18

As we wrap up the year, I’m speaking with some of my peers to understand what they expect of AI in 2025. So far, I published my conversations with SemiAnalysis’ Dylan Patel and Ethan Mollick. The latest conversation with Air Street Capital and Air Street Press’ Nathan Benaich offered both a look-back at the remarkable year we’ve had and a forward view on 2025. From runaway consumer adoption to evolving enterprise moats, from still-elusive AI-driven drug breakthroughs to the renewed vigour in

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15:00

🔮 What AI holds for us in 2025, with Ethan Mollick

Exponential View by Azeem Azhar ·

2024/12/11

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coI’m hosting a series of discussions about how AI might surprise us in 2025. Last week, I spoke with one of the top semiconductor analysts I follow, Dylan Patel. And this week I got together with Ethan Mollick, Professor at Wharton School and one of the deepest divers in generative AI use. We discuss how organisations can capitalise on AI’s abilities, what agentic systems will change and how a rapid commoditisation of

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15:00

🔮 Infrastructure, investment and the great AI...

Exponential View by Azeem Azhar ·

2024/12/06

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coI spoke yesterday with Dylan Patel, founder of SemiAnalysis, one of my go-to experts on semiconductors and data center infrastructure. Several key themes emerged about where AI might be headed in 2025.

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70:29

🔮 Why AI, solar & batteries will keep getting cheaper

Exponential View by Azeem Azhar ·

2024/11/28

This week, I sat down with Michael Liebreich to discuss the intersection of exponential technologies, energy systems and the climate crisis on his podcast Cleaning Up. I’ve known Michael nearly twenty years. I met him just after he had founded a market research firm called New Energy Finance. He was amongst the first analysing the emerging clean energy sector and I was lucky enough to join as an investor. A few years later, Bloomberg acquired the business and BloombergNEF became an essential part of

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3:01

🪄 My first, magical Waymo ride

Exponential View by Azeem Azhar ·

2024/10/31

After changing my view of self-driving cars by using my head and thinking through the data, I can confirm that my heart (and guts) agree with that rational conclusion. I’ve been in the Bay Area for a few days, so I have been finding reasons to jump into Waymo cars. You order the car from the slick Waymo app, which provides simple instructions for finding and getting into the vehicle.You can watch a brief video of my first ride—Halloween-themed—above. In short, the experience is magical. It works

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68:28

🔮 Does AI present an existential risk?

Exponential View by Azeem Azhar ·

2024/04/17

Will AI kill us all? As readers of Exponential View will know, I doubt it. In fact, I profoundly doubt it and largely believe the AI doom narrative is quite unhelpful. See, for example, my essay dissecting p(doom) to understand the assertions behind existentialist arguments:However, I’m also really interested in checking my assumptions, challenging my thinking — and helping you make up your own mind. To that end, we come to my latest conversation with a guest who thinks we are (almost)

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43:36

💡 Are we ready for the next computing paradigm?

Exponential View by Azeem Azhar ·

2024/03/27

The most profound technologies are those that disappear. They weave themselves into the fabric of everyday life until they are indistinguishable from it.This episode dives deep into the essence of ubiquitous computing, a concept pioneered by Mark Weiser, the visionary Chief Technologist at Xerox PARC. Weiser’s ideas paved the way for the devices that have become extensions of ourselves: smartphones, tablets, laptops, all designed to blend into the fabric of our daily routines.But do we have the

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64:49

🔥 Unleashing the power of AI, with Ethan Mollick

Exponential View by Azeem Azhar ·

2024/03/20

This is a must-listen for anyone who’s even remotely interested in implementing AI in their work and organisation. Share widely.Ethan Mollick is an Associate Professor at the Wharton School of the University of Pennsylvania, where he studies and teaches innovation, entrepreneurship, and AI’s impact on work and education. I think of him as the Jacques Cousteau of deep dives into the world of AI chatbots — he has gone deeper in his experiments with tools like ChatGPT than most people. His upcoming

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71:00

🔮 The year of scaling enterprise AI, with Cohere's...

Exponential View by Azeem Azhar ·

2024/03/15

Aidan Gomez is the co-founder and CEO of Cohere, a leading AI company focused on enterprise applications. Not only is he a major figure in the current generative AI landscape, but he was also one of its instigators. At only 20, as an intern at Google, Aidan co-authored the 2017 “Attention is all you need” paper, which introduced transformer technology to the world — yes, the “T” in GPT, the AI architecture taking the world by storm. Some of the questions Aidan and I discuss:* How organisations are

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77:24

❤️ A case for optimism with Chris Anderson, TED

Exponential View by Azeem Azhar ·

2024/03/08

Chris Anderson is the curator of TED. He led the transformation of the once-modest conference into an intellectual beacon for tens of millions of people worldwide. I met up with Chris in London last week to understand what’s top of mind for him in 2024. Highlighting the challenges posed by polarisation and the erosion of social cohesion, Chris calls for a renewed focus on trust-building and cooperative efforts in his new book Infectious Generosity. He underscores the importance of finding common

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48:56

🔮Yoshua Bengio: Towards AI’s humanistic future

Exponential View by Azeem Azhar ·

2024/02/14

Earlier this week, I spoke with Yoshua Bengio. In 2018, he, Geoff Hinton and Yann LeCun were awarded the Turing Award for advancing the field of AI, in particular for their groundbreaking conceptual and engineering research in deep learning. This earnt them the moniker the Three Musketeers of Deep Learning. I think Bengio might be Aramis: intellectual, somewhat pensive, with aspirations beyond combat, and yet skilled with the blade. With 750,000 citations to his scientific research, Yoshua has

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5:07

🔮 Opening the AI black box with Richard Socher

Exponential View by Azeem Azhar ·

2024/01/31

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coOne of the biggest concerns surrounding the rollout of large language models is their complicated relationship with the truth, exemplified through their tendency to hallucinate. To gain a deep understanding of this technological, philosophical and business challenge, I spoke to one of the most cited AI researchers-turned founder, Richard Socher. One of Richard’s most impactful early contributions was working

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21:10

🔮 Lifespan, AI in healthcare, GLP-1 drugs, and mRNA...

Exponential View by Azeem Azhar ·

2024/01/17

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coFour years ago — some of you may remember — I spoke with the renowned cardiologist and researcher . On that occasion, he shared that “AI could restore the care in healthcare”. Fast forward to 2024, Eric and I come together to compare our notes — on the pandemic, the AI wave, and the major technological developments shaping healthcare and medical science today. Eric’s newsletter Ground Truths is the place to go for

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10:28

🔮 AI climate impact & imminent risks

Exponential View by Azeem Azhar ·

2023/12/15

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coThis week, I spoke with Sasha Luccioni, an AI researcher and climate lead at Hugging Face, whose recent paper Watts Driving the Cost of AI Deployment? offers the first systematic comparison of the ongoing inference costs of various categories of machine learning systems. I wanted to speak with her about the energy cost of AI training and deployment, but also to go into the question of real AI risks, which was the

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11:04

🔮 Bringing autonomous cars to the roads, with Alex...

Exponential View by Azeem Azhar ·

2023/12/08

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coAs I shared yesterday, I met up with the co-founder and CEO of Wayve, Alex Kendall, to test out Wayve’s self-driving car on some of the toughest streets of London — and to sit down for a longer chat about the technology and the company. His team is breaking some impressive ground — just six months ago, they released a 9-billion parameter world model that uses video, text, and action inputs to train the systems for

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10:09

🔥 Dissecting the OpenAI schism with Karen Hao

Exponential View by Azeem Azhar ·

2023/11/24

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coJust a couple of hours ago, I sat down with the brilliant Karen Hao, whose reporting on OpenAI has been the light in the fog of the OpenAI crisis in the past week. She’s kept a close eye on AI developments over the past several years, most recently at The Atlantic, and is currently in the process of writing a book on AI.Members of Exponential View can listen to the whole conversation and read the transcript below

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12:07

🐙 Generative intelligence can propel productivity

Exponential View by Azeem Azhar ·

2023/04/27

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coAn exciting paper on the impact of generative AI on labour productivity: https://arxiv.org/abs/2304.11771 I spoke with authors Erik Brynjolfsson (Director of Stanford Digital Economy Lab) and Lindsey Raymond (MIT).Notes:* Generative AI systems can improve productivity by 14% in certain office roles and raise the performance of lower-performing employees.* AI accelerates the learning curve, allowing workers to gain

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22:19

💡 Should we sequence everyone's genome?

Exponential View by Azeem Azhar ·

2019/12/05

We’re hearing more about genome sequencing. More than 12M people have taken very basic genetic tests through direct-to-consumer services like 23andme. Last month, the British Health Secretary, Matt Hancock, laid out plans to undertake whole genome sequencing for all children at birth.I took the opportunity to speak to a couple of friends who understand this topic to explore what it really meant:* Martin Varsavsky is one of Spain’s leading entrepreneurs, who most recently founded two businesses in

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