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.
Show episodes
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. We cover: (01:34) The US and China’s d
Azeem Azhar sat down with Matthew Prince, co-founder & CEO of Cloudflare. Matthew is a rare operator with the vantage point to answer a simple question: if agents do the reading, who gets paid? This conversation is a practical map of how AI “answer engines” upend the web’s traffic-funded model – and what could replace
In this episode, I spoke with Dan Wang, author of “Breakneck: China’s Quest to Engineer the Future”, shortlisted for the FT & Schroders Business Book of the Year. Dan is one of the most astute observers of China’s technological and industrial development, and his annual letters from Beijing have long been required read
Is AI a bubble? In this episode, I unpack a new five-gauge framework for understanding the biggest question in tech. Drawing on lessons from past manias – railways, telecoms, the dot-com boom – and grounding our analysis in fresh data, we examine economic strain, revenue growth, valuations, and the quality of capital
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. Timestamps: (0:00) The reaction to GPT-5 (0:40) First paradox (2:55) Second paradox (5:29) Why
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. I cover:
