Azeem Azhar's Exponential View
by Azeem Azhar
Latest episode
Inside the $110 billion AI economy (and who is really paying for it)
Inside the $110 billion AI economy (and who is really paying for it)
About this podcast
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.
Episodes
The newest 20 of 230 episodes
- Inside the $110 billion AI economy (and who is really paying for it) · 15 min · Episode 42The AI economy is real and substantial. Forensic analysis of 1,000+ companies reveals where the revenue is flowing, and what it will take for the AI data center buildout to pay…
- Why AI isn’t showing up on your bottom line · 19 min · Episode 41More than three years after ChatGPT's release, only 27% of executives say AI has met their ROI expectations. The history of factory electrification explains why — most companies…
- Karpathy’s autoresearch could make scientists of us all · 21 min · Episode 39Published in early March 2026, Andrej Karpathy's autoresearch AI tool makes autonomous scientific experimentation cheap and easy — but it was designed to solve machine learning…
- What NVIDIA’s bet on OpenClaw means for the future of AI and your token budget · 37 min · Episode 38Last week Jensen Huang shared the numbers from NVIDIA’s order book: AI compute demand has grown a millionfold in two years. Much GCT coverage focussed on chips, robots, data…
- Why I changed my mind about Apple and AI · 21 min · Episode 37Apple may have stumbled into one of the most defensible positions in AI. This was not on my radar – just two months ago, I was describing a credibility crisis at the company…
- How to think well with AI: signals, quietness, and the argument engine · 33 min · Episode 36AI has become so embedded in how I work that I can no longer cleanly separate it from my thinking. That raises a question I find genuinely unsettling: is intensive AI use making…
- Showing you my AI chief of staff (OpenClaw practical guide) · 42 min · Episode 35Meet R Mini Arnold - my OpenClaw chief of staff, which manages the equivalent of a ten-person team from a Mac mini in my garden studio. While I slept, that AI team debugged its…
- Are we in charge of our AI tools or are they in charge of us? · 52 min · Episode 34This is the first episode of AI Vistas, a new series where I bring together people I trust and respect to tackle a major question collectively. Today’s question: are we in…
- Entering the trillion-agent economy (ft. Rohit Krishnan) · 53 min · Episode 12In this episode, I sit down with my friend Rohit Krishnan - writer of the Substack newsletter Strange Loop Canon - for a hands-on conversation about what it actually looks like…
- Inside the economics of OpenAI (exclusive research) · 50 min · Episode 100In this episode, I'm joined by Jaime Sevilla, founder of Epoch AI; Hannah Petrovic from my team at Exponential View; and financial journalist Matt Robinson from AI Street…
- Mustafa Suleyman — AI is hacking our empathy circuits · 50 min · Episode 99A week before OpenClaw was released, I recorded a prescient conversation with Mustafa Suleyman, CEO of Microsoft AI and co-founder of DeepMind. We talked about what happens when…
- Davos 2026 and the end of the rules-based order · 16 min · Episode 98At Davos 2026, the mood was unlike any previous World Economic Forum gathering. With Donald Trump arriving amid escalating geopolitical tensions and European leaders sounding…
- Anthropic’s Head of Economics on AI adoption data, Claude Code, the burden of knowledge & the next generation of experts · 55 min · Episode 97In this episode, Peter McCrory, Head of Economics at Anthropic, unpacks the company's new Economic Index report. His team analyzed millions of real Claude conversations to map…
- My outlook for 2026: orchestration, the human edge and the AI bubble · 33 min · Episode 96In this episode, I share my outlook for 2026 and explain why AI tools now feel genuinely different. I explore how the act of making has been transformed, why authenticity and…
- AI, markets, and power: A conversation with Paul Krugman (2025 re-run) · 47 min · Episode 95In this episode, Nobel Prize-winning economist Paul Krugman and I discuss how a strong US economy, high asset valuations, and rapid AI adoption are sitting in uneasy tension. We…
- Reflecting on 2025 (the K-shaped economy, AI's impact on work and human judgement, energy bottlenecks) · 25 min · Episode 94What made 2025 special? 🎊 We recorded this to publish after Christmas, but demand for year‑end reflections prompted an early release - so if you hear me say Christmas has…
- What I learned from the world's leading minds in 2025 · 22 min · Episode 93In this episode, I’ve distilled a year of extraordinary dialogue into one 20-minute briefing. I’ve spent 2025 in conversation with the architects of our future - the builders and…
- What it will take for AI to scale (energy, compute, talent) · 24 min · Episode 92In this episode, I look at the next 24 months of AI. The technology is improving rapidly – so what could hold back widespread transformation of how we work and live? I dig into…
- The method of invention, AI's new clock speed and why capital markets are confused · 24 min · Episode 91In this episode, I reflect on the third anniversary of ChatGPT's launch as a marker of where we are in the exponential age. As a product, ChatGPT captures the speed of…
- Why the AI productivity gains haven’t arrived - yet · 22 min · Episode 90The 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…
