Azeem Azhar's Exponential View

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,

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. I also break down new da

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