Weekly deep dives on AI and exponential technologies from a global expert featured in The Economist, WSJ and Financial Times. Join investors, C-suite execs and global leaders and change how you think about the future. www.exponentialview.co
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November 6, 20267 min
What to build next? With Bill Gross, IdeaLab.ai
This is a free preview of a paid episode. To hear more, visit www.exponentialview.co This week, I hosted the legendary Bill Gross, founder and chairman of Idealab, for a conversation with the Exponential View community about building businesses in the AI age. Bill recently founded Idealab.ai , which uses AI to explore vast spaces of potential business ideas, evaluate them against real-world problems, and help founders pressure-test and re…
October 27, 20269 min
🔮 Anthropic’s S-1 in charts
This is a free preview of a paid episode. To hear more, visit www.exponentialview.co I went live on Substack earlier today to discuss Anthropic’s S-1. Watch the video and read the email for my takeaways. Anthropic’s S-1 should finally address the elephant in the room: is AI real? The S-1 clearly shows that Anthropic is no longer a lab. It is a business with satisfied customers, cash flow, and a war chest. It doesn’t answer whether the firm can maintain the growth rate it needs to pay for the compute it has promised to buy. The lab has become a business, and it looks like it can become reliably profitable. Growth remains very high but is slowing. New models seem key to igniting growth, with more than 80% of current revenue coming from models six months old or less. The company might slip into a marginal loss in Q3 because of payments to its foundation. We ran a detailed analysis at AI Investment Brief, covering six key questions across 39 charts. For EV members, I want to focus on what this filing reveals about the AI transition: where demand is real, how the economics are changing, and what could constrain the next phase of growth. Here’s my read on the key findings. If you’d like to dig into Anthropic’s finances in more detail, our AI Investment Brief analysis is for you. Customer concentration is not a major issue
May 29, 202623 min
Live with Azeem: AI & ROI
This live follows the essay Nathan Warren and I published earlier this week: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
March 27, 202625 min
Solving problems with the Karpathy Loop
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
March 20, 202645 min
Jensen, OpenClaw and the future of AI
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 book and my own 870 million daily tokens as evidence. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
March 13, 202632 min
🔮 The lantern and the flame
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 Nita Farahany , Eric Topol , Nicholas Thompson and Rohit Krishnan to discuss exactly this: do we use our tools, or do they use us? That conversation pushed me to lay out how my own thinking process has evolved. There is a useful distinction here, drawn by researchers Shaw and Nave, between cognitive offloading and cognitive surrender . I used to know dozens of phone numbers by heart. Now I know two, and I don’t miss the rest. That’s cognitive offloading: a strategic delegation that costs nothing. Cognitive surrender is something different; an uncritical abdication of reasoning itself. And there is something about AI, about its allure and potency, that could make surrender far more widespread. Thinking is my livelihood. If I stop thinking new things, I’m not doing my job. This week, I want to share how I navigate this. Watch on YouTube or listen on Apple Podcasts or Spotify What I outsource Roughly 100 million tokens a day flow through systems my team and I have built and the most immediate change has been to my attention. Herbert Simon observed fifty years ago, that a wealth of information creates a poverty of attention . He was right, and the problem has only compounded since. I want to avoid missing an important signal, without drowning in everything else. So I built synthetic personas modelled on thinkers I value, Vinod Khosla for venture patterns, John Paulson for macro risk, Clayton Christensen for disruption logic, each scanning hundreds of items a week through their own intellectual lenses. I've made an even bigger change to how I stress-test my reasoning. I’ll start writing and before I’ve finished the paragraph, an argument engine trained on 100,000 words of my writing might flag a structural weakness: I’m asserting where I should be evidencing. As a complement, House Views codify what we already believe at Exponential View, from learning curves to how Anthropic’s strategy differs from OpenAI’s, so a new argument faces challenge rather than confirmation. The friction is useful because it catches what I might miss. On a bad day when I’m not doing my best writing, I will reach for a tool I built called The Stylometer, a Claude skill trained on 60,000 words of my prose, flags where sentences have gone slack and where the rhythm has drifted from my own voice. Synthetic editors interrogate the frame of the argument. The benchmark is always my own past best, not whatever I happened to produce that afternoon. What I protect What I’ve described above is the artificial scaffolding. It works because I deliberately and fiercely protect my actual thinking and what makes it mine. The first thing I safeguard is the space where ideas arrive before they’re shaped. For me that’s a walk, a long shower or a blank piece of A4 in landscape mode with a fountain pen. These are the conditions under which something genuinely new can appear. I let the process be non-linear, messy and iterative, because straightening it out too early kills what’s interesting. These moments are profoundly personal. They depend on a world model that took decades to build, assembled from every conversation, every argument I’ve lost, every book that changed how I saw something. That specific arrangement of experience and association belongs to no one else and can’t be replicated. I safeguard that lived interiority carefully, because the things worth saying tend to come from it. And as Nita Farahany pointed out in the AI Vistas discussion Once you figure out where your generative constituent of competence lives, that’s the thing you protect from offloading. This is the best arrangement I’ve found for the work I need to do right now. Ten uninterrupted years of thinking would likely yield something different and perhaps better in many ways. And all of this will evolve in the coming years, so keep your minds open. Azeem Further reading Shaw, Steven D., and Gideon Nave. “ Thinking-Fast, Slow, and Artificial: How AI is Reshaping Human Reasoning and the Rise of Cognitive Surrender .” Available at SSRN 6097646 (2026). Research on cognitive offloading and surrender. Kosmyna, Nataliya, et al. “ Your brain on ChatGPT: Accumulation of cognitive debt when using an AI assistant for essay writing task .” arXiv preprint arXiv:2506.08872 4 (2025). On cognitive debt from LLM-assisted writing. David Perell’s “How I Write” podcast. “ Ezra Klein: The Case Against Writing With AI ”. On the value of reading and writing manually. Exponential View. “ AI Vistas: Where the human ends and the AI begins ” Our roundtable with Nita Farahani, Eric Topol, Rohit Krishnan and Nick Thompson. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
March 13, 202634 min
The AI race that Apple is winning
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 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
March 5, 202640 min
How I think
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 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
February 27, 202649 min
Behind the scenes of my AI agent
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 this kind of personal agent setup is already transforming my day‑to‑day work. Enjoy. Azeem This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
February 20, 202657 min
Are we in charge of our AI tools, or are they in charge of us?
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 finance and medicine, the risks of deskilling and over offloading our thinking, and what it might take individually and institutionally to preserve meaningful human agency in an AI saturated world. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
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