Exponential View by Azeem Azhar

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

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

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/subsc...

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...

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

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

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,...

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...

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 Rohit Krishnan , who runs about 20 AI agents simultaneously, burned through 50 billion tokens last month. So I wanted to compare notes. In this conversation, we dig into the quirks and power of the tools we use, deb...

In this conversation with Rohit Krishnan from Strange Loop Canon , 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 recent months because persistent agents on my machine are handling work that would have taken weeks. Rohit’s agents went into our research backplane and wrote a market rep...

In this live session, I'm joined by Jaime Sevilla , founder of Epoch AI & various writers , and Hannah Petrovic from my team, with financial journalist Matt Robinson from AI Street . We dig into our recent research partnership examining OpenAI's actual operating margins, R&D costs, and whether the economics of frontier AI actually work. We explore the surprisingly short lifespan of AI models, infr...

Listen on Spotify or Apple Podcasts A few days before OpenClaw exploded , I recorded a prescient conversation with Mustafa Suleyman, CEO of Microsoft AI and co-founder of DeepMind. We talked about what happens when AI starts to seem conscious – even if it isn’t. Today, you get to hear our conversation. Mustafa has been sounding the alarm about what he calls “seemingly conscious AI” and the risk of...

Listen on Spotify or Apple Podcasts At Davos 2026, the mood was unlike any previous World Economic Forum gathering. With Donald Trump arriving amid escalating geopolitical tensions and European leaders sounding alarms about sovereignty, I recorded live dispatches from the ground. In this special episode, I bring together observations from four days at the annual meeting - tracking the seismic shif...

Live from Davos: Today, the conversations have turned practical. Geopolitics feels less like a forecast and more like a constraint, while AI is no longer about distant futures but about whether it actually works inside businesses today. The question here is not whether these shifts are coming, but who adapts fast enough when the ground starts to move. This is a public episode. If you'd like to dis...

This is a free preview of a paid episode. To hear more, visit www.exponentialview.co Listen on Apple Podcasts or Spotify We understand the coal industry better than the AI economy right now. Anthropic’s Economics team, led by Peter McCrory, is changing that. I invited Peter to break down their latest findings in the Economic Index report . We discuss: ( 00:00 ) Anthropic’s Economic Index report( 0...

Live from Davos: Trump lands in Zurich as a queue like I've never seen forms at the Congress Center. The mood is expectant, edgy, nervous. Carney captured it yesterday when he declared the rules-based order dead, that this isn't decline but rupture. The Europeans are waking up to the fact that they can't make their own chips or train their own models. This is a public episode. If you'd like to dis...

Live from Davos: On his 25th trip – with the USA House looming large and Trump’s arrival imminent – Eric Schmidt and I dig into this “Shakespearean moment,” where AI is heading fastest and why he’s an optimist on the technology but a pessimist on the politics. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.c...

Listen on Spotify or Apple Podcasts Earlier this month, I briefed members of Exponential View on the year ahead. I explored how the act of making has been transformed, why authenticity and meaning will become the new scarcity, and whether the foundations of energy and capital can hold. I also address the question I was asked most in 2025: when will the AI bubble burst? Paying members can access th...

Anthropic have just released a new Economic Index report . They’ve analysed millions of real Claude conversations to map exactly where AI is augmenting human work today, and where it isn’t. This is the best empirical window we have into how AI is reshaping work right now. I spoke with Peter McCrory, their Head of Economics, who led this research. You can watch the recording here, or wait until nex...

This year, I recorded 30 conversations on AI, technology, geopolitics, and the economy. What follows is a 20-minute edit, a way in. If you only had 20 minutes to orient on key ideas that were top of mind in 2025 and will hold as we step into the new year, these are the ideas I’d start with: Listen on Apple Podcasts or Spotify Jump to the key ideas Part 1 - AI as a general purpose tech 2:27 : Why t...

This is a free preview of a paid episode. To hear more, visit www.exponentialview.co The year AI became real As we approach the end of the year, I want to reflect on what made 2025 special – what we learned about AI, what surprised me, and what it all means for the road ahead. This was the year artificial intelligence stopped being a curiosity and became infrastructure. The year models got good en...

Listen on Apple Podcasts or Spotify I recently set out my macro view on the next 24 months of AI . The response was strong and many of you wrote in with questions. In this episode, I build on that analysis and answer your questions. Some highlights: ( 03:36 ) The biggest AI constraint right now ( 10:43 ) Why mid-2026 is a crucial turning point ( 18:41 ) The market’s reaction to OpenAI’s code red (...

In today’s session I reflected on why AI’s bottleneck is no longer the models but the systems expected to absorb them. I followed with a Q&A that touched on * OpenAI’s competitive position * Where value will accrue in the stack * The role of energy and grid limits * The impact of cybersecurity risks Enjoy! Azeem This is a public episode. If you'd like to discuss this with other subscribers or get...

Listen on Apple Podcasts or Spotify Yesterday, I unpacked the commercial reality behind Gemini’s release and OpenAI’s “Code Red.” Recent moves look defensive and could narrow OpenAI’s route to a $100 billion in revenues. But past the immediate competition, we are seeing overlapping S-curves of technology rewriting the rules of our economy. In this video, I step back from the leaderboard to look at...

In today’s session, I used ChatGPT’s third birthday as an opportunity to show how the exponential age is unfolding in real time. The technology improves rapidly, people integrate it into their lives but our institutions adjust much more slowly - a tension I explored in my first book . Enjoy! Azeem This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus...