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Found 69 results for "Exponential View"
🚨 The first existential IPO
Every technology platform reaches a moment in its lifecycle when startups prepare to enter the public…
📈 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…
🔮 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…
🔮 Safety in numbness
Standardization matters. The Marquis de Condorcet, the French Enlightenment thinker I’ve studied…
🤖 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…
📈 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…
To err is human!
To err is human! Whoops!Azeem AzharSep 19, 2026713ShareHi everyone, Sorry. I accidentally sent Sunday’s…
🔮 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…
🚨 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…
🧠 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…
🔮 What would Adam Smith make of AI?
Adam Smith, 1723 - 1790. National Galleries of Scotland collectionAdam Smith is one of our greatest…
📈 Anthropic’s $517 billion shopping list
Hi,Here’s our Monday roundup of data signals across AI, energy & markets.Enjoy!The state of the AI…
🔮 Look up, the curve turned #601
There are decades when nothing happens. This week, I am allowing myself that cliché. I believe we’ll look…
📈 AI revenue hit $229 billion
Hi,Here’s our Monday roundup of data signals across AI, energy & markets.Enjoy!The state of the AI…
🔮 Astra outruns visibility EV#600
Hi,Welcome to our milestone 600th Sunday edition of Exponential View. Eleven years of analysis and writing…
🔮 Unbounded self-improvement and its limits #599
Good morning!The limits to recursionWhat are the conditions under which AI systems could undergo recursive…
🔮 Why one AI is better than four #598
Good morning!We are looking for an outstanding economist to join us as an AI Economy Research Fellow. If you…
🏦 The problem with petards
The petard was a sixteenth-century explosive charge. An attacking engineer would carry it to a castle gate,…
🫧 Is AI a bubble yet? Our five gauges say no
Is AI a bubble? Not yet. Our updated dashboard tracking the investment wave currently has no gauges in the…
🔮 Introducing: AI Economy Research Fellowship
Created by SHIHOExponential View is appointing its first Research Fellow.We are looking for an economist who…
🔮 The curious economics of a $6 AI agent #597
Good morning from London. We are looking for an outstanding economist to join us as an AI Economy Research…
🔮 The market misread Google’s AI exodus
Jeff Dean and Sanjay Ghemawat are leaving Google after more than a quarter-century, as you know. Outside the…
📈 Making sense of the AI capex logjam
For the research and modeling behind this analysis, see our 2026 State of the AI Economy Report.Based on…
🔮 Agents form alliances, DeepMind’s reset & how likely is a crash? #596
Hi,It’s time for our Sunday briefing #596, final holiday edition before I get back to my desk next week. If…