Exponential View

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π Data to start your week

3 days ago | exponentialview.co | Azeem Azhar

Hi all,Hereβs your round-up of data driving conversations this week β all in less than 250 words. Bunny on a budget. Cocoa prices have tripled since 2023 due to climate change and trade tensions. GenAI gets personal. GenAI use shifted significantly, with personal and professional support apps β for therapy and companionship β dominating over technical assistance in 2025. Copilot boosts workers.
ðŸ”® The Sunday edition #520: o3 model check; chip chokehold paradox; Treasury trust breaks; empire's edge; OpenAIâ€™s rival to X, robot cameraman, UBI works ++

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

Hi, itâ€™s Azeem with our weekend update bringing you a bit of distance from the headlines, so we can see whatâ€™s really going on in the intersections of technology, geopolitics and our changing world. Letâ€™s dive in.
😵‍💫 The AI acceleration delirium: models, mergers, and mayhem

5 days ago | exponentialview.co | Azeem Azhar

What a week. The feeling isn’t just acceleration anymore; it’s delirium. You blink, and another model is released, another rumour flies. The pace is truly accelerating beyond all reasonable expectation. Welcome to artificial general confusion. This week felt like a microcosm of the entire AI race. OpenAI dropped o3 and o4 Mini, their latest reasoning models. o3 is really quite impressive: it can use an array of tools from Python to web search and image analysis to do your bidding.
š® Seven lessons from automating our workflows with AI

1 week ago | exponentialview.co | Azeem Azhar

Before asking for more headcount and resources, teams must demonstrate why they cannot accomplish their goals using AI, explicitly showing what their area would look like if autonomous AI agents were integrated as part of the team. ā Tobi LĆ¼tke, CEO of ShopifyTobiās memo resonated widely because organizations now recognize what it truly means to integrate AI ā not merely as an add-on but fundamentally into their operating structures.
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, 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. Trade tensions. China suspended exports of key rare earth minerals to underscore its control over roughly 90% of global supply of 17 strategic elements. Ukraineâ€™s drone advantage.
ðŸ”® Exponential View #519: Googleâ€™s silicon curtain; peopleâ€™s prompt; good crisis; AI tag team; Waymo in Japan, unstoppable solar & brain research++

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

Hi, itâ€™s Azeem with our weekend email which will give you the much-needed distance from the headlines. Google is going from strength to strength, releasing its new Ironwood TPU, while a looming economic squeeze might accelerate AI adoption in ways weâ€™ve seen before with past technologies. And all the while, individuals seem to be racing ahead in using AI tools day-to-day, even as big organizations struggle to keep up. Letâ€™s dive in.
ūüö® A billion OpenAI users a week

1 week ago | exponentialview.co | Azeem Azhar

ChatGPT now has one billion weekly users. The news came out through a tweet by investor Steve Jurvetson who was attending the TED Conference in Canada yesterday, with my emphasis added. Sam Altman: ‚ÄúLast we disclosed, we have 500 million weekly active users, growing fast.‚ÄĚ Chris Anderson: ‚ÄúBut backstage, you told me that it doubled in just a few weeks.‚ÄĚSo, one billion weekly users is the private number, and likely the real one.
๐ Tariffs are the tremors, systemic change is the earthquake

1 week ago | exponentialview.co | Azeem Azhar

Globalization has grown exponentially. Our linear institutions, norms, values and systems could not adequately keep up. It is a case of what I call the โexponential gapโ, the chasm that emerges between rapidly developing new technologies and the slower rate at which our existing corporations, institutions, employees, politics, and wider social norms adapt to these changes.
🔮 How to win as the world changes

2 weeks ago | exponentialview.co | Azeem Azhar

Last week, I wrote to my portfolio companies with a simple message: the game is changing fast. The global order is being renegotiated in real time, driven by the inversion of globalization and the rise of AI. These forces are creating confusion, hesitation and for the sharpest operators – opportunity. If you’re a founder, executive or investor, this message is for you. Sent on 6 April 2025We are living through an incredibly weird time.
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. Costly tariffs. The iPhone 16 Pro is projected to be 54% more expensive to manufacture under Trumpβs tariffs. Mooreβs law lives. Chinese scientists create the worldβs smallest transistor gate at 0.34 nanometers β roughly the width of a single carbon atom. AI codes. Gumroad reports the AI software engineer βDevinβ handled 41% of the companyβs recent public releases. AI optimism gap.