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PODCAST

Azeem Azhar"s Exponential View

How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.

technology investing

All Episodes

00:25:17

Reflecting on 2025 (the K-shaped economy, AI's impact...

Azeem Azhar"s Exponential View ·

2025/12/20

Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/ --- What made 2025 special? In this episode, I reflect on the past

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00:21:31

What I learned from the world's leading minds in 2025

Azeem Azhar"s Exponential View ·

2025/12/19

Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/ --- In this episode, I’ve distilled a year of extraordinary dialogue

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00:24:06

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

Azeem Azhar"s Exponential View ·

2025/12/10

Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/ --- In this episode, I look at the next 24 months of AI. The

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00:24:13

The method of invention, AI's new clock speed and why...

Azeem Azhar"s Exponential View ·

2025/12/05

Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this podcast or to my newsletter: https://www.exponentialview.co/ --- In this episode, I reflect on the third anniversary of ChatGPT's

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00:21:30

Why the AI productivity gains haven’t arrived - yet

Azeem Azhar"s Exponential View ·

2025/11/21

The AI industry is sending mixed signals, with markets turning red while teams report real productivity gains. In this session I explore why we are living in a split reality, where individuals move faster with these tools but the wider economy is ambivalent. We once assumed juniors would get the biggest lift from AI, yet the newer agentic tools seem to reward senior workers who know how to structure problems and judge output. In this podcast, I look at the evidence behind that shift and explain how

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00:47:58

Where did all the entry-level jobs go? (With Revelio...

Azeem Azhar"s Exponential View ·

2025/11/14

Junior roles in AI-exposed fields are disappearing fast. The obvious culprit is AI rapidly automating entry-level jobs. And yet, this isn't quite right. What is driving the drop is managers’ expectations about what AI will do, not the work that it's already replacing. I discussed this with Ben Zweig of Revelio Labs, which builds global workforce data from millions of individual profiles to track hiring, separations and job flows. Their data shows how expectation and uncertainty are reshaping the

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00:16:52

The demand for infinite compute

Azeem Azhar"s Exponential View ·

2025/11/07

The AI boom isn’t just about chatbots.In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel, electricity or oil.If that’s true, our demand for compute could approach infinity.I also break down new data from Wharton’s 2025 AI Adoption Report, which shows how AI agents and automated workflows are already spreading through major U.S. companies:

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00:45:19

Inside the US–China decoupling: What’s really at...

Azeem Azhar"s Exponential View ·

2025/10/23

In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using trade policy, export controls and industrial strategy to shift the balance of global power. Yet, their economies remain tightly bound. We cover: (01:34) The US and China’s decoupling (07:28) Why attempts to control China backfired (08:51) Understanding the Oct. 9th rare Earth rules (11:27) The modern iteration of Chinese communism (14:23) Is decoupling a

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00:46:42

Inside the collapse of the internet economy (and what...

Azeem Azhar"s Exponential View ·

2025/10/08

Azeem Azhar sat down with Matthew Prince, co-founder & CEO of Cloudflare. Matthew is a rare operator with the vantage point to answer a simple question: if agents do the reading, who gets paid? This conversation is a practical map of how AI “answer engines” upend the web’s traffic-funded model – and what could replace it.Chapters: (00:46) The currency of the web is dying (06:08) Google's inflection point (10:08) Why a broken business model might save the internet (14:44) The incentivization of

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00:49:47

Why China builds while America debates, with Dan Wang

Azeem Azhar"s Exponential View ·

2025/10/01

In this episode, 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.We unpacked a bold thesis: China is not merely a competitor in AI and tech, but is re-imagining its entire

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00:11:53

Are we in an AI bubble? (these are the 5 warning signs)

Azeem Azhar"s Exponential View ·

2025/09/25

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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00:07:19

Why GPT-5 was never going to impress you

Azeem Azhar"s Exponential View ·

2025/09/24

GPT-5 was the most advanced AI when it was released, but most people were disappointed. Why? In this episode, I unpack the two key paradoxes that shape how we judge new technology: shifting goalposts and negative space.Timestamps: (0:00) The reaction to GPT-5 (0:40) First paradox (2:55) Second paradox (5:29) Why this matters Dig deeper: https://www.exponentialview.co/p/the-paradox-of-gpt-5 Production by supermix.io and EPIIPLUS1 Ltd, including Chantal Smith, Marija Gavrilov, Nathan Warren and

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00:30:25

My OpenAI thought experiment: $500B to $1.5T?

Azeem Azhar"s Exponential View ·

2025/09/10

Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns.I cover:(0:00) The $500B question (01:11) Why the Nasdaq Index is the benchmark (03:35) Inside the OpenAI-Microsoft deal (05:50) The bull case: OpenAI’s trillion-dollar path (09:33) The AI

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00:25:33

AI is eating into entry-level jobs

Azeem Azhar"s Exponential View ·

2025/09/05

This is the single most important paper to come out in tech in recent weeks. Erik Brynjolfsson, Bharat Chandar and Ruyu Chen investigated whether generative AI is leading to job losses in roles most exposed to AI – and how these effects differ by age and the way AI is used. In this episode, I break down these results and their implications. I covered: (01:17) Key finding (03:32) What’s going on here? (06:13) A canary in the coal mine? (8:21) The dataset studied and why it matters (10:34) The sectors

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00:52:14

AI & the future of media with The Atlantic CEO,...

Azeem Azhar"s Exponential View ·

2025/07/24

Nick Thompson, CEO of The Atlantic, led one of the first major content licensing deals with OpenAI in 2024. In this conversation, he joins Azeem to unpack how AI is transforming media – and what that means for every business navigating the shifting economics of attention, trust, and discovery. We cover: (01:49) Journalism’s four horsemen (5:33) The collapse of search (9:07) Cloudflare’s counterattack (13:56) Is this the search-traffic fix? (17:42) Rise of the sovereign creator (22:57) Do great

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00:24:04

2025 AI reality check: Are we in a bubble?

Azeem Azhar"s Exponential View ·

2025/07/09

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. From AI capability breakthroughs to autonomous vehicles, climate extremes to workforce transformation, I examine what I got right, what I missed, and why the 2027-2028 period will be when vertical AI hits the real economy in force.In this episode you’ll hear:The AI wall that never came: Ten-million-token models exist, O3 scores 25% on Frontier Math vs GPT-4's 2%, but some

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00:22:19

What 72hrs in China taught me about the future (AI,...

Azeem Azhar"s Exponential View ·

2025/07/02

In this episode, I reflect on a whirlwind three-day visit to China - my first in over 20 years. And what I saw was remarkable. The infrastructure puts most of the West to shame. The AI isn't just hype - it's working at serious scale. And the electric vehicles? They're about to steamroll the global auto industry. Here's what really struck me during my whirlwind trip to Beijing and beyond.In this episode you'll hear:Infrastructure built at speed: Beijing's immaculate airport, 300 km/h rail to Tianjin

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00:29:59

The problem with Altman’s “gentle singularity,”...

Azeem Azhar"s Exponential View ·

2025/06/18

Broadcasting live from Paris, I tackle three massive technology stories that are reshaping our digital future. From Apple's stunning interface redesign to the collapse of traditional search advertising, and Sam Altman's vision of an AI singularity that's already begun - this episode captures the tectonic shifts happening in tech right now.I cover:(1:32) WWDC 2025: Apple’s AI challenges and new UI(6:06) The decline of Google’s ad model(10:08) Sam Altman’s Gentle Singularity essay(19:37) Live

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00:53:56

OpenAI’s CPO on what’s coming next: Hardware, GPT-5,...

Azeem Azhar"s Exponential View ·

2025/06/10

This week, I'm speaking with Kevin Weil, Chief Product Officer at OpenAI, who is steering product development at what might be the world's most important company right now.We talk about:(00:00) Episode trailer(01:37) OpenAI's latest launches(03:43) What it's like being CPO of OpenAI(04:34) How AI will reshape our lives(07:23) How young people use AI differently(09:29) Addressing fears about AI(11:47) Kevin's "Oh sh!t" moment(14:11) Why have so many models within ChatGPT?(18:19) The unpredictability

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00:48:58

Tyler Cowen on how AI will reorder economies,...

Azeem Azhar"s Exponential View ·

2025/06/04

Economist and polymath Tyler Cowen challenges Silicon Valley's optimistic projections about AI-driven economic growth. We explore what could slow AI's economic impact, despite its remarkable capabilities – and where humans find the new normal amidst major shifts.Timestamps: (00:00) Episode trailer (01:47) The problem with Silicon Valley's AI-driven growth projections (06:02) The institutional bottleneck to AI progress (10:49) Markets aren’t pricing in a radical AI future (12:53) Are we heading for

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219 results

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