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Exponential View

18 stories

๐Ÿ“ˆ Data to start your week

Exponential ViewVoices๐Ÿ“ˆ Data to start your week Nvidia doubles again; AIโ€™s cover-up habit; the $1.50 data centre bill++

September 1
๐Ÿ”ฎ Unbounded self-improvement and its limits #599

Exponential ViewVoices๐Ÿ”ฎ Unbounded self-improvement and its limits #599 Plus: The deceptive popularity of open-weight models & DIY compute.

August 30
๐Ÿ“ˆ Data to start your week

Exponential ViewVoices๐Ÿ“ˆ Data to start your week AI is now AIโ€™s biggest customer; Chinaโ€™s coal milestone; climate change in your bloodstream++

August 24
๐Ÿ”ฎ Why one AI is better than four #598

Exponential ViewVoices๐Ÿ”ฎ Why one AI is better than four #598 Plus: Why isnโ€™t jevonโ€™s paradox showing in the statistics & why generation isnโ€™t comprehension

August 23
๐Ÿฆ The problem with petards

Exponential ViewVoices๐Ÿฆ The problem with petards How the AI industryโ€™s apocalyptic warnings became the political case against the data centers it needs.

August 22
๐Ÿซง Is AI a bubble yet? Our five gauges say no

Exponential ViewVoices๐Ÿซง Is AI a bubble yet? Our five gauges say no Demand is justifying all the spending, but the spending is getting harder to unwind

August 19
๐Ÿ”ฎ Introducing: AI Economy Research Fellowship

Exponential ViewVoices๐Ÿ”ฎ Introducing: AI Economy Research Fellowship Join our team to make sense of the AI economy

August 18
๐Ÿ“ˆ Data to start your week

Exponential ViewVoices๐Ÿ“ˆ Data to start your week AI revenue update; frontier usage gap; hidden solar; Chinaโ€™s robot dominance++

August 17
๐Ÿ”ฎ The curious economics of a $6 AI agent #597

Exponential ViewVoices๐Ÿ”ฎ The curious economics of a $6 AI agent #597 Amazon spent some $1.8 million on a Claude project that ran unnoticed for five months. โ€œItโ€™s difficult to figure out how much anything [AI-related] costsโ€.

August 16
๐Ÿ”ฎ The market misread Googleโ€™s AI exodus

Exponential ViewVoices๐Ÿ”ฎ The market misread Googleโ€™s AI exodus We're earlier in the cycle than you may think

August 15
๐Ÿ“ˆ Making sense of the AI capex logjam

Exponential ViewVoices๐Ÿ“ˆ Making sense of the AI capex logjam Bought now, billed later

August 10
๐Ÿ”ฎ Agents form alliances, DeepMindโ€™s reset & how likely is a crash? #596

Exponential ViewVoices๐Ÿ”ฎ Agents form alliances, DeepMindโ€™s reset & how likely is a crash? #596 Your Sunday briefing on how AI is colliding with markets, institutions, and culture.

August 9
๐Ÿ”ฎ Seven lessons for managing AI agents

Exponential ViewVoices๐Ÿ”ฎ Seven lessons for managing AI agents Plus, an updated stack of 50+ AI tools we use at Exponential View

August 5
๐Ÿ“ˆ Data to start your week

Exponential ViewVoices๐Ÿ“ˆ Data to start your week AI is blurring jobs โฌ†๏ธ GenAI entertainment โฌ†๏ธ El Niรฑo & stability โฌ‡๏ธ

August 3
๐Ÿ”ฎ Leopold & exponential markets; transformative GLP-1s; runaway AI & the future of safety++ #595

Exponential ViewVoices๐Ÿ”ฎ Leopold & exponential markets; transformative GLP-1s; runaway AI & the future of safety++ #595 Plus: AI agents as citizen rights, protein & longevity, nervous Europe

August 2
๐Ÿ”ฎ For AI adopters, success and failure look identical โ€” at first

Exponential ViewVoices๐Ÿ”ฎ For AI adopters, success and failure look identical โ€” at first Modelling the AI J-curve

July 30
๐Ÿ“ˆ Data to start your week

Exponential ViewVoices๐Ÿ“ˆ Data to start your week Open models volume โ†‘ AI & productivity โ†‘ Kids in cities โ†“

July 27
๐Ÿ”ฎ Copy that: The curious case of AI distillation #594

Exponential ViewVoices๐Ÿ”ฎ Copy that: The curious case of AI distillation #594 Copy that. Plus: China's chip chase,

July 26