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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

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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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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