spool

Hi all,As we wrote three months ago, we are in the midst of a compute crunch – demand is running ahead of supply and our position has stayed the same: The real risk isn’t that we’ve invested too much

Hi all,Over the past week, I have been in China with , meeting AI and robotics teams including Zhipu and MiniMax (the two publicly listed foundation model companies), as well as Kimi, Alibaba, Xiaomi,

War on a learning curveWhen, a year ago, I spoke with Ukrainian veteran drone pilot Jack de Santis, he said that soldiers who leave the front for rehabiliation and return after eight or nine months, n

Along Ukraine’s eastern front, a drone stutters mid-flight. On the operator’s screen a few kilometers away, the grainy view of splintered treelines and trenches, fades into static. The control link dr

Apple’s board picked John Ternus, senior vice president of Hardware Engineering, to succeed Tim Cook on September 1.Not Craig Federighi (software) nor Eddy Cue (services). The hardware chief.A month a

1. The myth of junior employment Nearly a third of surveyed Anthropic staff believe their Mythos Preview model could replace junior engineers and researchers within three months.1 Treat this as a dire

1. The myth of junior employment Nearly a third of surveyed Anthropic staff believe their Mythos Preview model could replace junior engineers and researchers within three months.1 Treat this as a dire

Hi,Welcome to the Sunday edition of Exponential View. We’re trying something new in public today. First, you’ll get my human read on Jensen Huang’s ‘token factory’ worldview and what it means for Nvid

In May 2025, an OpenAI representative arrived at Los Alamos National Laboratory bearing locked metal briefcases. They were accompanied by armed security officers. Inside the cases were the model weigh

Six weeks of war in the Middle East have devastated lives, destroyed infrastructure and sent shockwaves through global oil markets. The aviation industry has been especially hard hit. There’s an unexp

You help me keep my finger on the pulse of what is happening and what may be to come. — Joanna P., a paying memberSubscribe nowHi all,Happy Sunday. Let’s zoom out for a moment and look at what stayed

A lot has been written about Claude Mythos Preview in the past few days, so I’ll spare you a recap. Anthropic’s blog post and Simon Willison’s overview are the places to start if you need to get up to

Azeem, Marija & Greg. Photo by Chris RatcliffeFor nearly two years, Marija and I have been looking for an exceptional Executive Editor to work with us. We never rush important hiring and we knew there

Cheaper AI was supposed to ease the compute crunch. Instead, it made it worse. The Jevons paradox, applied to intelligence, means that every time the price of a token falls, demand rises faster than s

Always an excellent perspective on emerging systems and their impacts across the human landscape. – Neill K., a paying memberSubscribe nowHi all,Welcome to the Sunday edition, where we make sense of t

Science is the most reliable method humanity has found for producing knowledge. It has also, for most of history, been expensive to run. released 600 lines of Python code a few weeks ago that started

Editor’s note (31 March 2026): A previous version of this piece misstated the impact of data centres’ waste heat on local land temperatures, based on an over‑interpretation of an early preprint. We’ve

Hi,Welcome to the Sunday edition, in which we make sense of the week behind us.If you prefer listening, here’s my latest podcast episode, where I unpack NVIDIA’s bet on Groq and OpenClaw – and what it

Get more from Azeem Azhar in the Substack appAvailable for iOS and AndroidGet the app

Hi all,The Iran War has created a chokepoint in the supply of helium, a byproduct of natural gas processing and LNG production that’s used in more than 20 steps of semiconductor fabrication. Headline

Hi all, Happy Sunday. I’m en route to NYC for a week of meetings and speaking. If you’re travelling this week too, it’s a great moment to catch up on my latest podcast episode, where I explain why I c

Jensen Huang delivered a stunning performance at this year’s GTC. I want to reflect on one thing Jensen said that tells us a lot about the near future of AI:Every company needs an OpenClaw strategy.Op

Today’s live is all about the shift from AI training to the inference economy – how running AI agents at scale is the defining business and hardware challenge of 2026, with Nvidia’s $1 trillion order

I hold my opinions firmly, but when the facts change, so do I. Today I want to tell you why I changed my mind on Apple and AI.Apple has been conspicuously slow to deliver on AI. Unlike its peers, it i

Hi all,Here’s your Monday round-up of data driving conversations this week in less than 250 words.Let’s go!Bricks and bytes ↑ Data center spending overtook office spending in December 2025.Silicon gra

I signed up because you are just getting better and better. – Amir, a paying memberSubscribe nowRadical optimismIn the week when oil crossed $100 a barrel and triggered the biggest oil shock in histor

AI is not a tool I pick up and put down. It’s become completely ambient, embedded in every process I run at work, daily.A couple of weeks ago, in the first AI Vistas conversation, I sat down with , ,

In today’s episode, I explore why despite seeming to lose the conventional AI race, Apple may end up holding one of the most powerful positions in AI.Enjoy.Azeem

Source: Copernicus BrowserThe Strait of Hormuz is just twenty-one miles at its narrowest, shorter than a morning commute in most cities. Through it flows a fifth of the world’s oil. When it closed las

Hi all,Here’s your Monday round-up of data driving conversations this week in less than 250 words.Let’s go!History’s biggest oil shock ↑ Closing the Strait of Hormuz knocked some 20 million barrels a

“I had subscribed via an employer funded training budget. When that ran out, I realized how much I learned/gained and am now subscribing with my own money.” — Elliot W., a paying memberSubscribe now

In today's live, I pulled back the curtain on my cognitive processes, from handwritten outlines to AI tools trained on a decade of my writing.Enjoy.Azeem

Hi all,Here’s your Monday round-up of data driving conversations this week in less than 250 words.Let’s go!Switching it up ↑ Claude’s mobile app saw over 500,000 downloads on Saturday – its biggest da

You offer a clarifying framing to what has changed in just the past 25 years, and for grasping both the scale and depth of that transformation. — Danie H., a paying member Subscribe nowHi all,Welcome

In today’s live, I gave a behind‑the‑scenes look at my OpenClaw agent, R Mini Arnold, and how it runs as a 24/7 chief of staff on a Mac mini using multiple specialized sub‑agents. I also showed how th

This is the first AI Vistas discussion, a new series hosted by Exponential View where I bring people I trust into conversation around one hard question, because together we can see what none of us wou

Hi all,Here’s your Monday round-up of data driving conversations this week in less than 250 words.Let’s go!Subscribe nowThe AI economy ↑ AI capex is estimated to account for 64-80% of US Q4 2025 growt

Azeem is the GOAT of AI analysis. – Max P., a paying memberSubscribe nowHi all,Welcome to the Sunday edition. Today’s email stays unusually tightly focused for us: wages, robots, and token costs – and

There’s a Mac Mini in my office cabinet, with 64GB of RAM, running macOS Tahoe. It talks to me through WhatsApp, using a dedicated number. WhatsApp is open on my phone or computer all day. Under the h

In today’s live, we looked at the question of whether we are truly in charge of our AI tools, or whether they are increasingly in charge of us. We covered how AI is reshaping decision-making in financ

I recently used nearly 100 million tokens in a single day. That’s the equivalent of reading and writing roughly 75 million words in one day, mostly while doing other things. My friend , who runs about

Hi all,Here’s your Monday round-up of data driving conversations this week in less than 250 words.Let’s go! Read more

Hi all,Welcome to the Exponential View Sunday briefing. Today’s edition has one message: update your priors.Let’s go!Subscribe nowZooming out on intelligenceThis week, I used 97 million AI tokens in a

It starts with a couple having a summer picnic, a man lies down to doze as his partner reads in the sun. The camera pulls back, timed perfectly, capturing the scene ten times, a power of ten every ten

In this conversation with from , we talk about our experience with frontier agents and the systems we’re building around them. My token usage jumped from 1 million to 100 million tokens a day in rece

AI companies are being valued in the hundreds of billions. $650 billion in capital expenditure commitments are being made by big tech for 2026. Yet one question remains unanswered: does it make econom

Everyone’s distracted by bubbles and missing the stampede. Generated using MidjourneyFive months ago, we offered the only evidence-based framework to answer the question that was taking way too much s

Hi all,Here’s your Monday round-up of data driving conversations this week in less than 250 words.Let’s go!Subscribe nowSilicon’s AI premium ↑ AI chips are expected to generate half of all chip revenu

Hi all,Welcome to the Sunday edition #560. This was a week of overreactions. Wall Street panicked about $650 billion in AI spending. Sam Altman and Dario Amodei traded jabs.But this is exactly what Ex

In this live session, I'm joined by , founder of , and from my team, with financial journalist from .We dig into our recent research partnership examining OpenAI's actual operating margins, R&D cost