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Azeem Azhar's Exponential View
Azeem Azhar
215 episodes
1 week ago
How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.
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How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.
Show more...
Technology
Business,
Investing,
News,
Tech News
Episodes (20/215)
Azeem Azhar's Exponential View
Reflecting on 2025 (the K-shaped economy, AI's impact on work and human judgement, energy bottlenecks)
What made 2025 special? 🎊 We recorded this to publish after Christmas, but demand for year‑end reflections prompted an early release - so if you hear me say Christmas has passed, that’s why. 🎊 In this episode, I reflect on the past year and what it revealed: a K-shaped divide. On one track, AI models are now doing hours of high quality work, improving at exponential pace, and shifting how we work from doing to judging. On the other, organisations and the broader economy are struggling to keep up. Stay to the end for my seasonal film recommendation.
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5 days ago
25 minutes 17 seconds

Azeem Azhar's Exponential View
What I learned from the world's leading minds in 2025
In this episode, I’ve distilled a year of extraordinary dialogue into one 20-minute briefing. I’ve spent 2025 in conversation with the architects of our future - the builders and thinkers redefining AI, energy, and the global economy. These are the "eureka" moments from my most exclusive interviews. From the future of "protopia" with Kevin Kelly to the hidden tech gaps with Dan Wang, this is your strategic roadmap for the exponential age.
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6 days ago
21 minutes 31 seconds

Azeem Azhar's Exponential View
What it will take for AI to scale (energy, compute, talent)
In this episode, I look at the next 24 months of AI. The technology is improving rapidly – so what could hold back widespread transformation of how we work and live? I dig into the real constraints, from electricity shortages to institutional inertia, why mid-2026 matters for enterprise AI, and why so many people remain uneasy about a technology they use every day.
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2 weeks ago
24 minutes 6 seconds

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused
In this episode, I reflect on the third anniversary of ChatGPT's launch as a marker of where we are in the exponential age. As a product, ChatGPT captures the speed of technological progress, the new behaviours emerging around it and the widening gap between innovation and institutional change – all symptomatic of the era I called the exponential age in my 2021 book.
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2 weeks ago
24 minutes 13 seconds

Azeem Azhar's Exponential View
Why the AI productivity gains haven’t arrived - yet
The AI industry is sending mixed signals, with markets turning red while teams report real productivity gains. In this session I explore why we are living in a split reality, where individuals move faster with these tools but the wider economy is ambivalent. We once assumed juniors would get the biggest lift from AI, yet the newer agentic tools seem to reward senior workers who know how to structure problems and judge output.
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1 month ago
21 minutes 30 seconds

Azeem Azhar's Exponential View
Where did all the entry-level jobs go? (With Revelio CEO Ben Zweig)
Junior roles in AI-exposed fields are disappearing fast. The obvious culprit is AI rapidly automating entry-level jobs. And yet, this isn't quite right. What is driving the drop is managers’ expectations about what AI will do, not the work that it's already replacing. I discussed this with Ben Zweig of Revelio Labs, which builds global workforce data from millions of individual profiles to track hiring, separations and job flows. Together, we explored the future of work and shared practical advice for new grads.
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1 month ago
47 minutes 58 seconds

Azeem Azhar's Exponential View
The demand for infinite compute
The AI boom isn’t just about chatbots. In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel, electricity or oil. If that’s true, our demand for compute could approach infinity.
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1 month ago
16 minutes 52 seconds

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)
In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using trade policy, export controls and industrial strategy to shift the balance of global power. Yet, their economies remain tightly bound.
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2 months ago
45 minutes 19 seconds

Azeem Azhar's Exponential View
Inside the collapse of the internet economy (and what comes next)
This conversation is a practical map of how AI “answer engines” upend the web’s traffic-funded model – and what could replace it. Matthew Prince (co-founder and CEO of Cloudflare) joins Azeem to discuss scarcity, pricing, and why unique, trustworthy content becomes the premium input to AI.
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2 months ago
46 minutes 42 seconds

Azeem Azhar's Exponential View
Why China builds while America debates, with Dan Wang
In this episode, I spoke with Dan Wang, author of “Breakneck: China’s Quest to Engineer the Future”. We unpacked a bold thesis: China is not merely a competitor in AI and tech, but is re-imagining its entire state apparatus as an engineering state - in contrast to the more “lawyerly” institutions of the US and UK.
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2 months ago
49 minutes 47 seconds

Azeem Azhar's Exponential View
Are we in an AI bubble? (these are the 5 warning signs)
Is AI in a bubble or a boom? I spent hundreds of hours figuring this out. Today I present a practical five-gauge framework to benchmark today’s AI frenzy against history’s bubbles, from railways to dot-coms. A clear, data-driven guide for investors and decision-makers.
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3 months ago
11 minutes 53 seconds

Azeem Azhar's Exponential View
Why GPT-5 was never going to impress you
GPT-5 was the most advanced AI when it was released, but most people were disappointed. Why? In this episode, I unpack the two key paradoxes that shape how we judge new technology: shifting goalposts and negative space.
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3 months ago
7 minutes 19 seconds

Azeem Azhar's Exponential View
My OpenAI thought experiment: $500B to $1.5T?
Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns.
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3 months ago
30 minutes 25 seconds

Azeem Azhar's Exponential View
AI is eating into entry-level jobs
This is the single most important paper to come out in tech in recent weeks. Erik Brynjolfsson, Bharat Chandar and Ruyu Chen investigated whether generative AI is leading to job losses in roles most exposed to AI – and how these effects differ by age and the way AI is used. In this episode, I break down these results and their implications.
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3 months ago
25 minutes 33 seconds

Azeem Azhar's Exponential View
AI & the future of media with The Atlantic CEO, Nicholas Thompson
Nick Thompson, CEO of The Atlantic, led one of the first major content licensing deals with OpenAI in 2024. In this conversation, he joins Azeem to unpack how AI is transforming media – and what that means for every business navigating the shifting economics of attention, trust, and discovery.
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5 months ago
52 minutes 14 seconds

Azeem Azhar's Exponential View
2025 AI reality check: Are we in a bubble?
At the start of the year, I made seven predictions about how 2025 would unfold. Six months in, it's time to mark my own work. From AI capability breakthroughs to autonomous vehicles, climate extremes to workforce transformation, I examine what I got right, what I missed, and why the 2027-2028 period will be when vertical AI hits the real economy in force.
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5 months ago
24 minutes 4 seconds

Azeem Azhar's Exponential View
What 72hrs in China taught me about the future (AI, EVs, more)
In this episode, I reflect on a whirlwind three-day visit to China - my first in over 20 years. And what I saw was remarkable. The infrastructure puts most of the West to shame. The AI isn't just hype - it's working at serious scale. And the electric vehicles? They're about to steamroll the global auto industry. Here's what really struck me during my whirlwind trip to Beijing and beyond.
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5 months ago
22 minutes 19 seconds

Azeem Azhar's Exponential View
The problem with Altman’s “gentle singularity,” Apple’s AI missteps, and Google’s fading ad model | Live with Azeem Azhar
Broadcasting live from Paris, I tackle three massive technology stories that are reshaping our digital future. From Apple's stunning interface redesign to the collapse of traditional search advertising, and Sam Altman's vision of an AI singularity that's already begun - this episode captures the tectonic shifts happening in tech right now.
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6 months ago
29 minutes 59 seconds

Azeem Azhar's Exponential View
OpenAI’s CPO on what’s coming next: Hardware, GPT-5, Jony Ive, agents, more
This week, I'm speaking with Kevin Weil, Chief Product Officer at OpenAI, who is steering product development at what might be the world's most important company right now.
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6 months ago
53 minutes 56 seconds

Azeem Azhar's Exponential View
Tyler Cowen on how AI will reorder economies, schools, and spirituality
Economist and polymath Tyler Cowen challenges Silicon Valley's optimistic projections about AI-driven economic growth. We explore what could slow down AI's economic impact, despite its remarkable capabilities – and where humans find the new normal amidst major shifts.
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6 months ago
48 minutes 58 seconds

Azeem Azhar's Exponential View
How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.