Exponential View

12 hours ago | exponentialview.co | Azeem Azhar

In 1878, the Avenue de lā€™OpĆ©ra in Paris became one of the first major urban streets to be illuminated by electric arc lighting. The transformation was visually striking and socially disorienting ā€“ and would forever change how Parisians move through their city. Other European capitals took note. Germany, especially under Bismarckā€™s leadership, was in a period of rapid industrialisation and keen to avoid falling behind. Within a year, Berlin had its first experimental electric street lighting.

3 days ago | exponentialview.co | Azeem Azhar

In today’s live show I spoke with , CPO of OpenAI, just moments after he announced a range of new features including enterprise connectors and meeting recordings. We discussed:ChatGPT now ingests Google Workspace, Microsoft 365, Dropbox, Box, SharePoint and OneDrive data, while new agents summarise docs, run multi-step research and commit code. GPT-4o becomes the default; GPT-5 is on the runway to fold frontier abilities into one workhorse.

5 days ago | exponentialview.co | Azeem Azhar

Hi all,Here’s your Monday round-up of data driving conversations this week β€” all in 250 words or less. Anthropic revenue ↑ Enterprise demand for generative AI lifted Anthropic to a $3 billion run-rate in five months – three-fold growth since January. ChatGPT mobile use ↑ Users now spend almost 20 minutes a day in-app – up three-fold from launch.

6 days ago | exponentialview.co | Azeem Azhar

Hi, it‚Äôs Azeem. This week, we‚Äôre seeing AI systems quietly achieve new levels of self-improvement, a subtle yet profound advance. Simultaneously, the global semiconductor map continues to be redrawn, with significant developments in China‚Äôs push for homegrown silicon. The practical consequences of these shifts are already tangible ‚Äď from coding to workplace autonomy to war. You‚Äôre in exactly the right place to understand what comes next. Let‚Äôs go!China is breaking through chip controls.

1 week ago | exponentialview.co | Azeem Azhar |Tyler Cowen

I was in conversation with just earlier today (thanks to everyone who joined us live!). Headline growth will be modest, not miraculous. Tyler pushes back on predictions of a 10–25% relative boost to GDP growth, arguing that unavoidable frictions – energy supply, regulation, inertia – cap the AI dividend. Markets are pricing in *interesting but incremental*. Currency, equity and bond markets look normal; if AI were about to explode growth, we’d see it. Generations use LLMs very differently.