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Azeem Azhar's Exponential View

Azeem Azhar's Exponential View

Azeem Azhar

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.

239 - Boom, crash or takeover: Anthropic's IPO and the future of the AI economy (ft. Noah Smith)
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  • 239 - Boom, crash or takeover: Anthropic's IPO and the future of the AI economy (ft. Noah Smith)

    Economist Noah Smith and I respond to Anthropic's IPO filing and a red Nasdaq, exploring why one company becoming the economy worries him more than a crash.

    Thu, 5 Nov 2026 - 33min
  • 238 - Anthropic's S-1: the AI lab that became a business

    Anthropic's S-1, filed ahead of its IPO, addresses the question hanging over the whole AI boom: is any of this a real business? I walk you through its answers.

    Mon, 2 Nov 2026 - 29min
  • 237 - Inside the $110 billion AI economy (and who is really paying for it)

    The AI economy is real and substantial. Forensic analysis of 1,000+ companies reveals where the revenue is flowing, and what it will take for the AI data center buildout to pay off.

    Thu, 22 Oct 2026 - 14min
  • 236 - Why AI isn’t showing up on your bottom line

    More than three years after ChatGPT's release, only 27% of executives say AI has met their ROI expectations. The history of factory electrification explains why — most companies are at the light-bulb stage, adding Copilot licenses rather than reconceptualizing their businesses around AI. In this episode I map the three stages of AI adoption, and show what it actually takes to move from chatbots to the autonomous company — the only stage where the moat becomes real.

    Thu, 4 Jun 2026 - 19min
  • 234 - Karpathy’s autoresearch could make scientists of us all

    Published in early March 2026, Andrej Karpathy's autoresearch AI tool makes autonomous scientific experimentation cheap and easy — but it was designed to solve machine learning problems. I wanted to see if I could apply its loop architecture to my own work: refining my worldview, testing arguments, solving business problems.  In this video, I share how I adapted Karpathy’s autoresearch loops for problems that aren't easy to quantify, how to avoid the local minima trap, and the broader impact of these kinds of methods. I covered:

    Wed, 1 Apr 2026 - 21min
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