Reposted by @azeem.bsky.socialIbrahim Khan @iakhan13.bsky.social · 15/08/2026@azeem.bsky.social : 🔮 The market misread Google’s AI exodus open.substack.com/pub/exponent...open.substack.com🔮 The market misread Google’s AI exodusWe're earlier in the cycle than you may think 011
Reposted by @azeem.bsky.socialJan Rosenow @janrosenow.bsky.social · 12/03/2026Solar does not care about the Strait of Hormuz. Oil flows through chokepoints. Solar follows a learning curve. Great piece @azeem.bsky.social www.exponentialview.co/p/solar-supe...exponentialview.co🔮 No strait, no problem – Solar supercycle and the end of chokepoint geopoliticsWhile politics is powerful, the laws of physics will always win 682323688
Reposted by @azeem.bsky.socialJoe Giddings @joegiddings.bsky.social · 11/03/2026"Achieving the UK’s net zero target by 2050 will cost less than a single oil shock and bring health and economic benefits while insulating the country against future costs, the government’s climate advisers have forecast." www.theguardian.com/environment/...theguardian.comReaching net zero by 2050 ‘cheaper for UK than one fossil fuel crisis’Climate change committee finds move to renewable energy would also bring health, economic and security benefits 9449221
Reposted by @azeem.bsky.socialChris Stokel-Walker @stokel.bsky.social · 29/01/2026Very interesting post by @azeem.bsky.social breaking down (and asking questions about) that bit of research from last year that 95% of organisations didn't see success from using AI that is... not quite the headline figure it first seems www.exponentialview.co/p/how-95-esc...exponentialview.coHow “95%” escaped into the world – and why so many believed itChallenging sloppy thinking 134
Reposted by @azeem.bsky.socialSimon Thorpe @thorpesi.bsky.social · 24/02/2026AI capex is estimated to account for a huge 64-80% of US Q4 2025 growth. Via @azeem.bsky.social 011
azeem.bsky.social @azeem.bsky.social · 21/04/2025We summarised some of the main things we have learnt from automating processes within Exponential View. Plus we share some of the 40+ tools we have tried. open.substack.com/pub/exponent...open.substack.com🔮 Seven lessons from building with AIPlus a stack of 40+ AI tools we use at Exponential View 010
azeem.bsky.social @azeem.bsky.social · 06/03/2025Is this a Kitty Hawk moment for flying cars? Alex Aeronautics fully electric vehicle took flight for 40 seconds. Founders claim it has a 320km driving range and a 160km flight range. www.youtube.com/watch?v=fK_...youtube.comAlef Aeronautics' Model Zero: First City Flying Car TestAlef Aeronautics' Model Zero electric flying car achieves the first-ever city drive and vertical takeoff. See the groundbreaking test flight in California an... 130
azeem.bsky.social @azeem.bsky.social · 04/03/2025Today, many people assume AI works best with structured, defined tasks. But the reality is quite different: AI is reshaping how we turn fuzzy intuitions into tangible, powerful ideas. Welcome to the world of the vibe worker. www.exponentialview.co/p/introduci...exponentialview.coIntroducing the vibe workerAI isn't just automating tasks–it’s freeing our best thinking 021
azeem.bsky.social @azeem.bsky.social · 28/02/2025Inception Labs launched a Diffusion LLM, Mercury, that is 5x faster at coding than traditional LLMs. Traditional LLMs write sentences word by word. Diffusion LLMs work differently. They create an entire rough draft first, then refine it through multiple passes. 120
azeem.bsky.social @azeem.bsky.social · 27/02/2025Alibaba released Wan 2.1, now open-source! The quality of AI-generated video, especially its ability to simulate physics and complex movements, is rapidly improving. 131
azeem.bsky.social @azeem.bsky.social · 27/02/2025The MASt3R-SLAM system can transform a single video into a 3D scene in real-time, exemplified by its recreation of the Shawshank Redemption prison shown below. via bilawalsidhu on X 271
azeem.bsky.social @azeem.bsky.social · 26/02/2025For the first time in years, IEA expects electricity demand to rise in advanced economies. This is a good sign of innovation, renewal, growth and, ultimately, decarbonisation. The future energy system will be led by electricity. 030
azeem.bsky.social @azeem.bsky.social · 26/02/2025Researchers found that when GPT-4o was trained to write unsafe code, it unexpectedly became hostile toward humans in many unrelated areas. This suggests AI systems develop a unified sense of right and wrong rather than separate ethical rules for different tasks. 141
azeem.bsky.social @azeem.bsky.social · 25/02/2025Dark factory in China. No workers, just robots. So might as well save the electricity and keep the lights off. via @XH_Lee23 on X 060
azeem.bsky.social @azeem.bsky.social · 25/02/2025Gotta catch 'em all! Anthropic's new reasoning model, Claude 3.7 Sonnet, can catch a lot more Pokémon and other game items than previous models. 000
azeem.bsky.social @azeem.bsky.social · 24/02/2025Ronald Reagan taught a timeless truth: war stalks the weak, not the strong. 'We know only too well that war comes not when the forces of freedom are strong, but when they are weak. It is then that tyrants are tempted.' 110
azeem.bsky.social @azeem.bsky.social · 24/02/2025Germany experienced a high election turnout of 84%, up from 76% in 2021. Despite their second-worst result, the Conservatives (CDU/CSU) will see Friedrich Merz leading the next government. 130
azeem.bsky.social @azeem.bsky.social · 21/02/2025Just like people have different ways of talking and writing, AI models also have their own special ways of writing, like fingerprints. Researchers could correctly identify which AI wrote a text 97.1% of the time when choosing between five different AIs. 110
azeem.bsky.social @azeem.bsky.social · 20/02/2025My copy of Silicon Valley Engineer, August 1989. Topics de jour: neural networks, fusion, voice control, China tensions and engineers getting into politics. Plus ça change. 063
azeem.bsky.social @azeem.bsky.social · 19/02/2025The field of robotics has been busy lately. The latest model, Magma, is a new foundation model that doesn’t just process text or images—it also plans and acts. 110
azeem.bsky.social @azeem.bsky.social · 19/02/2025Dario says 2026 or 2027 for human-level AI; Demis sees a 50% shot by the end of the decade. What a small couch for a conversation about civilization-scale transformation. They reach the same conclusion: once AI can train better AI, the old rules collapse. www.youtube.com/watch?v=4po...youtube.comAI bosses on what keeps them up at nightGoogle DeepMind and Anthropic founders, Demis Hassabis and Dario Amodei, are two of the world's foremost leaders in artificial intelligence. Our editor-in-ch... 021
azeem.bsky.social @azeem.bsky.social · 19/02/2025In less than a month, this post on DeepSeek has become one of our most popular pieces ever. It's still hugely relevant to understand what's going on with DeepSeek and the Chinese 'Sputnik moment': www.exponentialview.co/p/deepseek-...exponentialview.co🏮DeepSeek: everything you need to know right now.The markets went crazy today. A bit too crazy. 031
azeem.bsky.social @azeem.bsky.social · 18/02/2025Ilya Sutskever''s startup Safe Super Intelligence is closing on a $1bn raise at a $30bn valuation. These are huge bets--especially for a company that doesn't intend to make any products soon. www.bloomberg.com/news/articl... 140
azeem.bsky.social @azeem.bsky.social · 17/02/2025Tonight's launch of Grok 3 will be a major test of AI scaling laws. Built on the Colossus supercomputer with 100k Nvidia H100s, probably 10 times more compute than GPT4. If scaling laws hold, s Grok 3 should be substantially smarter--or is the era of predictable scaling coming to an end? #ai 462
azeem.bsky.social @azeem.bsky.social · 17/02/2025Fascinating to see that after four years in the cold, Xi Jinping has started to reconnect with China's tech leaders. It seems that all roads lead to tech--and particularly to AI. Perhaps the stock market revival driven by DeepSeek has helped. www.ft.com/content/ac8... 071
Reposted by @azeem.bsky.socialPete Marcus @petemarcus.bsky.social · 14/02/2025The AI governance vibe shift (via @azeem.bsky.social) 131
azeem.bsky.social @azeem.bsky.social · 13/02/2025The race for pharmaceutical weight loss is on. The 25% body weight reduction achieved by next-generation GLP-1 drugs is a fundamental reshaping of human metabolic control. Paper in Nature: www.nature.com/articles/d41... 060
azeem.bsky.social @azeem.bsky.social · 06/02/2025OpenAI's Deep research is a milestone in how we access and manipulate knowledge www.exponentialview.co/p/what-opena...exponentialview.co🚀 What OpenAI’s DeepResearch means for searchThe web search paradigm is about to change. Search engines have their work cut out 000
azeem.bsky.social @azeem.bsky.social · 06/02/2025A new AI benchmark, “Humanities Last Exam,” saw its best score jump by 17.5 percentage points with the release of OpenAI’s Deep research. 000
Reposted by @azeem.bsky.socialUnited Nations Office for Digital and Emerging Technologies @unodet.bsky.social · 24/01/2025At @weforum.org in #Davos25, Under-Secretary-General & Special Envoy @gioasempre.bsky.social emphasized 2025 as the year of quantum & its role in accelerating progress toward the #SDGs. Thanks to Ana Paula Assis, @azeem.bsky.social, Georges-Olivier Reymond & Paul Alivisatos for their insights! 001
Reposted by @azeem.bsky.socialSimon Thorpe @thorpesi.bsky.social · 04/02/2025ChatGPT tripled its paid subscriber base to more than 15.5 million paying users in 2024. Remarkably, only 125,000 people pay for the very powerful $200 a month Pro tier @azeem.bsky.social 001
azeem.bsky.social @azeem.bsky.social · 21/01/2025Notes from Davos, day 1: www.exponentialview.co/p/davos-dail...exponentialview.co👋🏼 Davos Daily, Day 1Watch now (12 mins) | Going live from inside Davos 2025 040
Reposted by @azeem.bsky.social@RobinPomeroy @robinpomeroy.bsky.social · 16/01/2025Just days before #WEF25, find out what are the biggest #risks humanity faces, on this video-podcast from #RadioDavos. Listen on any podcast app via this link: pod.link/1504682164 www.youtube.com/watch?v=qFI7... @azeem.bsky.socialyoutube.comGlobal Risks Report: the big issues facing the world at Davos 2025YouTube video by World Economic Forum 001
azeem.bsky.social @azeem.bsky.social · 20/01/2025Goldman’s CEO says that AI drafts 95% of an IPO prospectus in minutes, not weeks. The remaining 5%—human judgment and nuance—is where modern banking's value resides. 131
azeem.bsky.social @azeem.bsky.social · 09/01/2025www.exponentialview.co/p/five-contr...exponentialview.co👀 Five contrarian ideas about genAI in the workplaceEveryone knows of AI, but do they *know* AI? 000
Reposted by @azeem.bsky.socialToomas Hendrik Ilves @ilvestoomas.bsky.social · 31/12/2024www.exponentialview.co/p/the-year-e... by @azeem.bsky.social Do read.exponentialview.co⭐️ The year-end wake-up: The ‘Chinese Sputnik’ that demands our attentionAnd how to maintain peace and prosperity in 2025 1317
azeem.bsky.social @azeem.bsky.social · 31/12/2024My year end message: www.exponentialview.co/p/the-year-e... 150
Reposted by @azeem.bsky.socialErik Brynjolfsson @erikbryn.bsky.social · 28/12/2024Here's an important essay by @azeem.bsky.social in the @nytopinion.nytimes.com today calling for a big push to boost clean energy like solar and nuclear to keep up with soaring demand from AI data centers. Electricity is a huge bottleneck. Time for an Energy Acceleration Authority? #econsky 4122
azeem.bsky.social @azeem.bsky.social · 26/12/2024Well this was fun! My essay arguing how important the shift to energy as a technology is — now available as an audio essay! Enjoy www.exponentialview.co/p/listen-to-...exponentialview.co🎁 Listen to this essay: Techno-energy is eating the worldListen now | While we’re away this holiday season, we will be publishing a few of our favourite essays from this year, read out by AI. 031
azeem.bsky.social @azeem.bsky.social · 21/12/2024Some thoughts on OpenAI’s remarkable results with o3 www.exponentialview.co/p/beyond-hum...exponentialview.co🔥 Beyond human: OpenAI’s o3 wake up callA reasoning breakthrough arrives months - not years - after its predecessor. Here's why we need to talk 171
Reposted by @azeem.bsky.socialJesse D. Jenkins @jessedjenkins.com · 20/12/2024This is probably the most important story of year in the energy transition. ~600 gigawatts of new solar added to world grids today. That will produce ~1,000 terawatt-hours of clean electricity, or ~25% of all US electricity use or 2/3 of India's. In one year! Simply massive & it's accelerating. 🔌💡 1027289
azeem.bsky.social @azeem.bsky.social · 20/12/2024Thanks @kaifulee.bsky.social for joining me to discuss how AI may surprise us in 2025. We talk... ▪️China’s “Service-as-Software” approach ▪️How we're moving from co-pilots to AI-first workflows ▪️The coming explosion of AI-native apps And more... www.exponentialview.co/p/ai-2025-ka...exponentialview.co✨ AI in 2025 – Kai-Fu Lee’s post-ChatGPT playbookWatch now | Here's what one of the leading AI experts expects of the technology next year 081
azeem.bsky.social @azeem.bsky.social · 06/12/2024Cracking discussion on AI’s infrastructure needs for 2025 and beyond with Dylan Patel Hyperscalers’ huge data center spend surges, raising investor concerns. New GPU cloud rivals reshape market, intensifying competition and squeezing margins … 150
azeem.bsky.social @azeem.bsky.social · 04/12/2024What could a world with AI agents look like? www.exponentialview.co/p/from-chatg...exponentialview.co🔮 From ChatGPT to a billion agents2025 will be the year of agents 0201
azeem.bsky.social @azeem.bsky.social · 30/11/2024Make AI mediocre again. Brilliant and insightful advert www.instagram.com/share/BAH9wg...instagram.comLogin • InstagramWelcome back to Instagram. Sign in to check out what your friends, family & interests have been capturing & sharing around the world. 020
Reposted by @azeem.bsky.socialNat Bullard @nathanielbullard.com · 30/11/2024Highly recommended weekend listen: a double billing of @mliebreich.bsky.social and @azeem.bsky.social on the Cleaning Up and Exponential View podcasts. www.cleaningup.live/exponential-...cleaningup.liveCan Exponential Growth Save a Finite Planet? Ep187: Azeem AzharAs we race towards a future powered by AI and data centres, how will the insatiable demand for energy impact the environment? With the richest companies ploughing b… 2172
azeem.bsky.social @azeem.bsky.social · 30/11/2024Happy 2nd Birthday ChatGPT. www.exponentialview.co/p/happy-seco…exponentialview.co🎂 Happy second birthday, ChatGPT! - by Azeem AzharWhat will the AI system’s terrible twos herald for humans? 030
Reposted by @azeem.bsky.socialBryan Guido Hassin @guido23.bsky.social · 29/11/2024Two of the best in the business! Here they cover how exponential technologies can solve some of the greatest of humanity's challenges - and how wanting to believe that a technology is exponential isn't enough to overcome the laws of thermodynamics or economics. A great listen! CC @azeem.bsky.social 152
azeem.bsky.social @azeem.bsky.social · 28/11/2024Rather suspicious www.wsj.com/world/europe...wsj.comExclusive | Chinese Ship’s Crew Suspected of Deliberately Dragging Anchor for 100 Miles to Cut Baltic CablesNATO warships have surrounded Yi Peng 3, a Chinese bulk carrier at the center of an international probe into suspected sabotage. 140
