Azeem Azhar

Founder and Editor at Azeem Azhar's Exponential View

Editor at Exponential View

Exponential View @exponentialview.

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Articles

π Data to start your week

3 days ago | exponentialview.co | Azeem Azhar |Nathan Warren

Hi all,Hereβs your Monday round-up of data driving conversations in AI and tech this week β all in less than 250 words. Todayβs edition is brought to you by our sponsor, ElevenLabs β the complete AI Audio Developer platform. Build low-latency AI voice agents that sound human and can handle unpredictable conversations in the noisiest environments. Get started free. Engineers on ice β. Leading US AI companies have cut software engineering hiring. Unreasonably expensive β.
ūüĒģ Sunday edition #523: AI in 2030; the future of education; generative biology; AI moats++

3 days ago | exponentialview.co | Azeem Azhar

Hi, it‚Äôs Azeem. OpenAI‚Äôs $3 billion acquisition of Windsurf isn‚Äôt about code assistants ‚Äď it‚Äôs about controlling the critical feedback cycle where humans evaluate AI outputs. Meanwhile, the search paradigm is crumbling as Google searches in Safari declined for the first time in 22 years, with users flocking to conversational AI tools. The message is clear: in 2025, owning the feedback loop confers strategic advantage.
ūüĒģ Sunday edition #523: AI in 2030; the future of education; generative biology; AI moats++

4 days ago | exponentialview.co | Azeem Azhar

Hi, it‚Äôs Azeem. OpenAI‚Äôs $3 billion acquisition of Windsurf isn‚Äôt about code assistants ‚Äď it‚Äôs about controlling the critical feedback cycle where humans evaluate AI outputs. Meanwhile, the search paradigm is crumbling as Google searches in Safari declined for the first time in 22 years, with users flocking to conversational AI tools. The message is clear: in 2025, owning the feedback loop confers strategic advantage.
🔮 AI in 2030

5 days ago | exponentialview.co | Azeem Azhar

What does a world with AI look like in 2030? What does your daily life look like in 2030? Today’s commentary comes in two parts. In the first part, I will describe what it might feel like to live with that technology. In the second part, my colleague will provide the data and the underlying directionality that reinforces the description that I lay out. Hannah’s part 2 will be sent to you on Wednesday.
🔮 China, the US & the geopolitics of AI compute

5 days ago | exponentialview.co | Azeem Azhar

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 , 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. puWe discussed:Why China matching US models doesn’t mean it’s winning the AI race.
Azeem Azhar | Substack

6 days ago | substack.com | Azeem Azhar

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The $100 billion genomic revolution

1 week ago | exponentialview.co | Azeem Azhar

Hi, it‚Äôs Azeem. Here‚Äôs the thing about platform technologies that most people miss: the greatest value creation happens when seemingly distinct technologies converge into a unified ecosystem. In late 2023, the FDA approved the first CRISPR gene-editing treatment for sickle cell disease. But this isn‚Äôt just about CRISPR; it‚Äôs about the entire genomic technology stack coming of age simultaneously.
π Data to start your week

1 week ago | exponentialview.co | Azeem Azhar

Hi all,Hereβs your Monday round-up of data driving conversations this week β all in less than 250 words. US leads AI compute. Despite China catching up on model benchmarks, the US maintains a strategic advantage with roughly 10 times more total AI compute capacity. Nat cat losses rising. Insurers face an expected $145 billion in natural catastrophe losses this year, significantly exceeding the 10-year average. GenAI employment impact minimal (so far).
🔮 Sunday edition #522: AI leader illusions; humanoid robots; human talent gap; renewables & blackout; Nvidia stock, editing live cells, deep space++

1 week ago | exponentialview.co | Azeem Azhar

Hi, it’s Azeem. This week we examine how AI algorithms optimized for popularity create feedback loops that prioritize style over substance and why judgment has become the critical talent bottleneck. In the meantime, I spoke with an energy CEO to make sense of the Iberian blackout and what it means for the energy transition. Here’s edition #522, your chance to get some distance from the headlines and make sense of our exponential times.
⚡️The Iberian blackout and the future of the grid

1 week ago | exponentialview.co | Azeem Azhar

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 , 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.