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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

40:38

How I think

Exponential View by Azeem Azhar ·

2026/03/05

In today's live, I pulled back the curtain on my cognitive processes, from handwritten outlines to AI tools trained on a decade of my writing.Enjoy.Azeem This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe

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49:01

Behind the scenes of my AI agent

Exponential View by Azeem Azhar ·

2026/02/27

In today’s live, I gave a behind‑the‑scenes look at my OpenClaw agent, R Mini Arnold, and how it runs as a 24/7 chief of staff on a Mac mini using multiple specialized sub‑agents. I also showed how this kind of personal agent setup is already transforming my day‑to‑day work.Enjoy.Azeem This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe

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57:56

Are we in charge of our AI tools, or are they in...

Exponential View by Azeem Azhar ·

2026/02/20

In today’s live, we looked at the question of whether we are truly in charge of our AI tools, or whether they are increasingly in charge of us. We covered how AI is reshaping decision-making in finance and medicine, the risks of deskilling and over offloading our thinking, and what it might take individually and institutionally to preserve meaningful human agency in an AI saturated world. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes,

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52:44

🔮 Entering the trillion-agent economy

Exponential View by Azeem Azhar ·

2026/02/20

I recently used nearly 100 million tokens in a single day. That’s the equivalent of reading and writing roughly 75 million words in one day, mostly while doing other things. My friend Rohit Krishnan, who runs about 20 AI agents simultaneously, burned through 50 billion tokens last month.So I wanted to compare notes. In this conversation, we dig into the quirks and power of the tools we use, debate why AI remains stubbornly bad at good writing, and zoom out to ask what a world of trillions of agents

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60:20

🔮 Building with agents

Exponential View by Azeem Azhar ·

2026/02/13

In this conversation with Rohit Krishnan from Strange Loop Canon, we talk about our experience with frontier agents and the systems we’re building around them. My token usage jumped from 1 million to 100 million tokens a day in recent months because persistent agents on my machine are handling work that would have taken weeks. Rohit’s agents went into our research backplane and wrote a market report better than GPT-5.2 Pro. We also dig into what an agent economy might look like; what happens when

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57:22

Do AI models actually make enough money to cover...

Exponential View by Azeem Azhar ·

2026/02/06

In this live session, I'm joined by Jaime Sevilla, founder of Epoch AI & various writers, and Hannah Petrovic from my team, with financial journalist Matt Robinson from AI Street .We dig into our recent research partnership examining OpenAI's actual operating margins, R&D costs, and whether the economics of frontier AI actually work. We explore the surprisingly short lifespan of AI models, infrastructure constraints, the shift toward agentic workflows, and what all of this means for the

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50:17

Mustafa Suleyman – AI is hacking our empathy circuits

Exponential View by Azeem Azhar ·

2026/02/05

Listen on Spotify or Apple PodcastsA few days before OpenClaw exploded, I recorded a prescient conversation with Mustafa Suleyman, CEO of Microsoft AI and co-founder of DeepMind. We talked about what happens when AI starts to seem conscious – even if it isn’t. Today, you get to hear our conversation.Mustafa has been sounding the alarm about what he calls “seemingly conscious AI” and the risk of collective AI psychosis for a long time. We discussed this idea of the “fourth class of being” – neither

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16:23

🔮 Davos 2026 and the end of the rules-based order

Exponential View by Azeem Azhar ·

2026/01/29

Listen on Spotify or Apple PodcastsAt Davos 2026, the mood was unlike any previous World Economic Forum gathering. With Donald Trump arriving amid escalating geopolitical tensions and European leaders sounding alarms about sovereignty, I recorded live dispatches from the ground. In this special episode, I bring together observations from four days at the annual meeting - tracking the seismic shifts in global order alongside the practical realities of AI adoption in the enterprise.I speak about: *

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9:39

🔮 Live from Davos: Musk special

Exponential View by Azeem Azhar ·

2026/01/22

Live from Davos: Today, the conversations have turned practical. Geopolitics feels less like a forecast and more like a constraint, while AI is no longer about distant futures but about whether it actually works inside businesses today. The question here is not whether these shifts are coming, but who adapts fast enough when the ground starts to move. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

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54:51

🔮 Anthropic’s Head of Economics on AI adoption,...

Exponential View by Azeem Azhar ·

2026/01/21

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coListen on Apple Podcasts or SpotifyWe understand the coal industry better than the AI economy right now. Anthropic’s Economics team, led by Peter McCrory, is changing that. I invited Peter to break down their latest findings in the Economic Index report.We discuss: (00:00) Anthropic’s Economic Index report(01:20) Claude’s two distinct usage patterns(06:22) Examining AI’s impact on the labor market(09:20) Where most

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10:10

🔮 Live from Davos: waiting for Trump

Exponential View by Azeem Azhar ·

2026/01/21

Live from Davos: Trump lands in Zurich as a queue like I've never seen forms at the Congress Center. The mood is expectant, edgy, nervous. Carney captured it yesterday when he declared the rules-based order dead, that this isn't decline but rupture. The Europeans are waking up to the fact that they can't make their own chips or train their own models. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

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9:03

🔮 Live with Eric Schmidt from Davos

Exponential View by Azeem Azhar ·

2026/01/20

Live from Davos: On his 25th trip – with the USA House looming large and Trump’s arrival imminent – Eric Schmidt and I dig into this “Shakespearean moment,” where AI is heading fastest and why he’s an optimist on the technology but a pessimist on the politics. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe

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32:45

🔮 The new moat in 2026

Exponential View by Azeem Azhar ·

2026/01/16

Listen on Spotify or Apple PodcastsEarlier this month, I briefed members of Exponential View on the year ahead. I explored how the act of making has been transformed, why authenticity and meaning will become the new scarcity, and whether the foundations of energy and capital can hold. I also address the question I was asked most in 2025: when will the AI bubble burst?Paying members can access the full Q&A session here.Skip to the best bits:06:43 From execution to orchestration09:02 The agentic

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61:26

🔮 Anthropic's Head of Economics Peter McCrory on...

Exponential View by Azeem Azhar ·

2026/01/15

Anthropic have just released a new Economic Index report. They’ve analysed millions of real Claude conversations to map exactly where AI is augmenting human work today, and where it isn’t. This is the best empirical window we have into how AI is reshaping work right now. I spoke with Peter McCrory, their Head of Economics, who led this research. You can watch the recording here, or wait until next week when we’ll have the edited version out on YouTube, Spotify and Apple Podcasts.In the meantime,

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21:31

🔮 The best of my 2025 conversations: Kevin Kelly,...

Exponential View by Azeem Azhar ·

2025/12/26

This year, I recorded 30 conversations on AI, technology, geopolitics, and the economy.What follows is a 20-minute edit, a way in. If you only had 20 minutes to orient on key ideas that were top of mind in 2025 and will hold as we step into the new year, these are the ideas I’d start with:Listen on Apple Podcasts or SpotifyJump to the key ideasPart 1 - AI as a general purpose tech2:27: Why this matters3:06: Kevin Weil: The test for a startup’s longevity4:01: Matthew Prince: The “Socialist” pricing

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25:17

🔮 Reflecting on 2025, the year AI became real

Exponential View by Azeem Azhar ·

2025/12/20

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coThe year AI became realAs we approach the end of the year, I want to reflect on what made 2025 special – what we learned about AI, what surprised me, and what it all means for the road ahead. This was the year artificial intelligence stopped being a curiosity and became infrastructure. The year models got good enough to do real work. And the year we began to understand just how profoundly this technology will reshape

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24:07

🔮 What it will take for AI to scale (energy, compute,...

Exponential View by Azeem Azhar ·

2025/12/11

Listen on Apple Podcasts or SpotifyI recently set out my macro view on the next 24 months of AI. The response was strong and many of you wrote in with questions. In this episode, I build on that analysis and answer your questions.Some highlights:(03:36) The biggest AI constraint right now(10:43) Why mid-2026 is a crucial turning point(18:41) The market’s reaction to OpenAI’s code red(20:51) The best strategy for middling powers?🔔 Subscribe on YouTube for every video – including the ones we don’t

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29:27

🔮 The real bottlenecks in AI + Q&A

Exponential View by Azeem Azhar ·

2025/12/05

In today’s session I reflected on why AI’s bottleneck is no longer the models but the systems expected to absorb them.I followed with a Q&A that touched on* OpenAI’s competitive position* Where value will accrue in the stack* The role of energy and grid limits* The impact of cybersecurity risksEnjoy!Azeem This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe

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24:13

🔮 The S-curves rewriting our economy

Exponential View by Azeem Azhar ·

2025/12/05

Listen on Apple Podcasts or SpotifyYesterday, I unpacked the commercial reality behind Gemini’s release and OpenAI’s “Code Red.” Recent moves look defensive and could narrow OpenAI’s route to a $100 billion in revenues.But past the immediate competition, we are seeing overlapping S-curves of technology rewriting the rules of our economy. In this video, I step back from the leaderboard to look at the transition from scale to reasoning, the “TAM fallacy” that is blinding investors, and the emergence

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29:18

🔮 ChatGPT in history

Exponential View by Azeem Azhar ·

2025/11/28

In today’s session, I used ChatGPT’s third birthday as an opportunity to show how the exponential age is unfolding in real time. The technology improves rapidly, people integrate it into their lives but our institutions adjust much more slowly - a tension I explored in my first book. Enjoy!Azeem This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe

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