Exponential View
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Exponential ViewVoices📈 Monday data: Who won the trade war? In the AI Investment Brief today: Early AI adopters report gains, plus CoreWeave's bond woes Trump’s first major tariffs were introduced in January 2018 – a (very) long eight years ago.
Exponential ViewVoices🔮 A world of many minds & the future of work Good morning from London. What a week! Read to the end to find out what Jensen Huang gave me on Wednesday. I was also on ’s podcast this week discussing the AI investment boom.
Exponential ViewVoices🚨 Anthropic: The agony and the ecstasy Hi, I sent this to members of our AI Investment Brief a couple of hours ago. How we understand the numbers leaking from top AI labs matters too much to keep only for our finance readers, so I’m…
Exponential ViewVoices📈 What is bigger than AI? In August 2024, we said GLP-1s “will be the most impactful technology in the US over the next two years, with more meaningful and measurable impacts than either artificial intelligence or renewable…
Exponential ViewVoices🔮 AI & Math 2.0, Pakistan’s solar hedge & who controls computing++ “I’ve worked in the tech industry for the last 10 years, and Exponential View has guided me and helped me think much larger than I otherwise would have.” — Nicky B., a paying member Subscribe now Hi…
Exponential ViewVoices🔮 What is left to do Also from Exponential View: Could falling compute costs make persistent personal agents commercially feasible by 2028?
Exponential ViewVoices📈 Monday data: More AI, more justice? Latest in our AI Investment Brief: An update on AI revenues + what’s happening with AI spending. In England and Wales, 60% of defendants in defended county court claims this year did not have a…
Exponential ViewVoices🔮 The transition is hiding in plain sight #604 Good morning! It’s been a whirlwind week. We had our first look inside a major AI company’s leaked IPO prospectus . Our data appeared in the FT ’s explainer on tokenomics .
Exponential ViewVoices🔮 Quick weekend reads: the big AI questions AI is really forcing some big questions into the open. Here are some weekend reads on them. The biggest idea The Economist address the effective altruism (EA) belief system, which it calls “t his…
Exponential ViewVoices🚨 The first existential IPO Every technology platform reaches a moment in its lifecycle when startups prepare to enter the public markets.
Exponential ViewVoices📈 Monday data: Damming the slop floods There’s a flood of AI content coming down the pipeline across all forms of media. Music, images, LinkedIn posts , longform, and book summaries.
Exponential ViewVoices🔮 The pros and cons of collective AI #603 Happy Sunday! It’s been a busy few days. We launched our AI Investment Brief for people who need to track where the AI economy is moving in detail every week ( EV readers get 50% off during launch…
Exponential ViewVoices🤖 Your agent, whose interests? Meta launched Muse earlier this month. It soon became the top free iPhone app in the US. It is a cousin of Instinct , the invite-only assistant you text, and of OpenClaw agents like my AI chief of…
Exponential ViewVoices📈 Monday data: More AI numbers, more clarity? Companies are backing their AI claims with more numbers. What do these numbers actually tell us about AI’s economic impact?
Exponential ViewVoices🔮 AI politics & the future of growth ++ #602 Hi all, The past ten days have felt like the AI pot finally boiled over. It’s a complicated and confusing moment.
Exponential ViewVoices🚨 AI doesn’t need a mind to run amok On a Wednesday evening, 2 November 1988, a 23-year-old graduate student at Cornell University, Robert Tappan Morris, accessed an MIT computer. He uploaded a small piece of code.
Exponential ViewVoices🧠 I do not want your brains to rot I’ve been getting increasingly concerned about the impact on our thinking as we use more and more AI. I sent this email to the team this week, and I’d like to share it and my full thinking.
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