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📈 Data to start your week

5 days ago | exponentialview.co | Azeem Azhar

Here’s your Monday round-up of data driving conversations this week — all in less than 250 words. Today’s edition is brought to you by Attio. Attio is the CRM for the AI era. Sync your emails and Attio instantly builds your CRM with all contacts, companies, and interactions enriched with actionable data.
ūü§Ď Which companies generate stock market returns?

5 days ago | exponentialview.co | Azeem Azhar

Hendrik Bessembinder is an economist who has conducted fascinating research on the determinants of stock market returns in the United States over the past century. His conclusions are pretty simple. Most companies (and by extension most managers) destroy value. Stock market returns are overwhelmingly concentrated, in fact 2% of public companies drove 90% of wealth creation.
đź Sunday edition #529: The new OS; Zuckerbergâs $14B pivot; routine cognition repriced; mainframe-to-Mac++

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

Hi, itâs Azeem. Could large language models form the basis of a new operating systems. Meanwhile, Mark Zuckerberg isnât guessing; he is in beast mode, willing to spend what it takes to secure Metaâs future. The battle to dominate this new computing paradigm isnât about incremental improvementsâitâs about survival. Hereâs what you need to know. Todayâs edition is brought to you by Attio. Attio is the CRM for the AI era.
š® The AI agent I really want

1 week ago | exponentialview.co | Azeem Azhar

In 1954, Dwight Eisenhower articulated a truth that most of us live viscerally: āWhat is important is seldom urgent and what is urgent is seldom important.ā Long before the first email was sent, professionals struggled with this paradoxāthe ringing telephone, the knock on the door, the crisis meeting that devoured afternoons earmarked for deep thinking. Other peopleās priorities have always had a peculiar talent for masquerading as emergencies.
💡 The $100 trillion productivity puzzle - by Azeem Azhar

1 week ago | exponentialview.co | Azeem Azhar

Capabilities are up, costs are down, productivity is flat—mapping the capability-absorption gap and the moves to close it.
ðŸ“ˆ Data to start your week

1 week ago | exponentialview.co | Azeem Azhar

Hi all,Hereâ€™s your Monday round-up of data driving conversations this week â€” all in less than 250 words. Todayâ€™s edition is brought to you by Attio. Attio is the CRM for the AI era. Sync your emails and Attio instantly builds your CRM with all contacts, companies, and interactions enriched with actionable data. AI accelerator boom â†‘ AMD CEO Lisa Su projects the AI accelerator market will surge beyond $500 billion by 2028, about four times todayâ€™s size.
š® Sunday edition #528: Superintelligent states; thinking parrots; paywalls vs overviews; stochastic chips++

1 week ago | exponentialview.co | Azeem Azhar |Nathan Warren

Hi, itās Azeem. This weekās edition opens with a question that has gone from sci-fi to strategy: whoās ready for superintelligence? Sam Altman says a gentle takeoff has begun. I agree, but the gentleness of this singularity will depend on how quickly institutions, norms, and minds adapt.
š® Living in the "gentle singularity"?

2 weeks ago | exponentialview.co | Azeem Azhar

In todayās live I explored three tectonic shifts: Appleās puzzling WWDC reveal and the turn towards ambient computing, Googleās waning click-ads as users embrace chatbots, and Sam Altmanās āgentle singularityā that still demands hard institutional work. Quick takes:Apple after the iPhone: Liquid Interface points to a post-phone world of voice-first, invisible assistance; yet Cupertino lags on core AI, stitching sloth emojis while rivals edge towards AGI.
π Data to start your week

2 weeks 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. Open-source can game β DeepSeek-R1 now rivals o3 in reasoning games like Tetris, and Qwen3-235B beats Gemini-Flash-2.5 in Candy Crushβshrinking the proprietary gap. AI factory boom β Fueled by an βexplosionβ in AI demand, Nvidia reveals that 100 AI factories are under construction globally, including a significant investment in Taiwan.
đźSunday edition #527: The AI race; vibe hacking; DeepSeek & inference; Ukraine's drones, AI cures & baby longevity choice++

2 weeks ago | exponentialview.co | Azeem Azhar

Hi, itâs Azeem. The data shows AI-designed medicines could already save lives. Insilico's AI-created pill just proved it can slow lung disease progression in patients â the strongest clinical proof yet that AI can collapse drug discovery timelines. Meanwhile, Metaâs taking entire nuclear reactors offline and 3.5 million chip orders reveal the infrastructure war raging behind the scenes. Weâre at the inflection point.