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Found 69 results for "Exponential View"
🔮 Exponential View #591: Never skilling; tricking OpenClaw; screwworm & progress; synth cells, tungsten & AI superforecasters++
“Always an excellent perspective on emerging systems and their impact across the human landscape.” —…
🔮 Exponential View #578: Fable & time to pause AI; iPhone vs babies; gene therapy, bad CEOs & Chinese Gen Z++
Hi all,I sent a note on Thomas Piketty’s blueprint for global justice to members of Exponential View…
🔮 Exponential View #575: AI’s math breakthrough and its creative limits
Consistently insightful, with no agenda beyond understanding how technology shapes our world. — Vincent N.,…
🔮 The people vs tech; the Europoor; forgotten Creole++ #609
Welcome to the Sunday edition. This week:Tech on the ballot: On Dario Amodei’s beliefs and why Americans…
🔮 Don’t waste a good backlash
The market ran for cover after the Democrats won the midterms. More than $2.5 trillion was wiped off the…
👀 EV Unfiltered – opening my sketchbook
Most of my ideas turn into sketches, research notes or brief videos for the team. Some of them finally make…
📈 Political ads turn against data centers
Hi all,Here’s the latest roundup of our data signals across AI, energy & markets.In the AI Investment Brief…
🔮 39 charts on Anthropic, one-person biotech firm & cheap solar #608
Hi all,Welcome to the Sunday edition. This week:Is Anthropic a real business? We dissected Anthropic’s IPO…
🤖 Microsoft is making room for machines
This week Microsoft offered a voluntary exit to around 60,000 employees across the US, UK, Canada, and…
🔮 Anthropic’s S-1 in charts
I went live on Substack earlier today to discuss Anthropic’s S-1. Watch the video and read the email for my…
📈 Monday data: For science the bottleneck isn’t intelligence
In the AI Investment Brief today: CapEx updates and lease commitment breakdownsAnthropic co-founder Jack…
Podcast: Kimi K3.1 Pro, the new cyber reality, and Muse musings
We — Nathan and Florian — wanted to discuss all the messy trade-offs of a busy week in AI and ask all the…
🔮 The internet under attack, AGI compression & the next oil shock that never will be... #607
Hi all, here’s what’s in today’s issue #607: The internet is under attack: My short and long view of…
The internet’s Wuhan moment
It is January 2020 all over again. Something is spreading fast. Most people haven’t noticed, and the people…
📈 Monday data: Who won the trade war?
In the AI Investment Brief today: Early AI adopters report gains, plus CoreWeave's bond woesTrump’s first…
🔮 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.…
🚨 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…
📈 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,…
🔮 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…
🔮 The end of screen time
I live in Amsterdam, and I travel to London every couple of months for some quality in-person time with the…
🔮 What is left to do
Also from Exponential View: Could falling compute costs make persistent personal agents commercially feasible…
📈 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…
🔮 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…
🔮 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…