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Azeem Azhar

đŸ‘€ Speaker
6838 total appearances

Appearances Over Time

Podcast Appearances

Azeem Azhar's Exponential View
The demand for infinite compute

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Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Hello, everyone, and welcome to this conversation.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I'm Azim Azhar, the founder of Exponential View.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Please do introduce yourselves and tell us where you're from in the chat.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I'm in London.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I'm delighted to be with a legend of Substack, Jordan Schneider.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Jordan, where are you?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I am in New York City, and I'm so glad to be here.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

We have just partnered up in a new publishing project as well, which I've been finding pretty exciting, right?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

To have all of these new business partners.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Why don't you say something about it for a minute?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

It's a great initiative.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I'm super happy it started.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

We will, of course, talk about AI today, but you are best known for China talk.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And there is so much going on between the US and China.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And I just want to make sense of it.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And hopefully you'll be able to help us do that.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

It seemed to me that

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

We're watching the US and China do more than traditional trade wars.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And we've moved from a phase where the US was trying to contain China, perhaps into something more, a decoupling.