Azeem Azhar

To give you some sense of that, most of the team in Exponential View now has an OpenClaw agent.

I've talked a lot about my AI chief of staff, the agent R. Minnie Arnold.

Now, these OpenClaw agents, they need somewhere to work and they work on new Mac hardware that we've bought for them.

we've actually increased the compute the company owns by about 50% in a month.

And if you look at the amount of RAM that Exponential View has on its balance sheet, the amount of memory, roughly the AI agents have the same amount of RAM dedicated to them as the humans working in the company.

We've built shared repositories for skills and tools for the agents, and we've got dedicated services that they can call, for example, if they need to run a simulation to figure out whether an argument is strong enough.

The investment that we're making, it's making real something that we've argued for a long time, that the demand for intelligence is essentially infinite.

Any company, any person trying to solve problems doesn't really get to a point

where you have too much intelligence in the room.

I mean, in our day to day, quotidian, if I'm brushing my teeth, maybe I don't need an enormous amount.

But certainly in my work, in trying to solve knotty problems around my life, you really do want to sometimes be able to leverage lots of intelligence.

Now, if the demand for intelligence is essentially infinite, that means the demand for compute, which is what produces manufactured intelligence, that thing that we call artificial intelligence, well, that's also effectively infinite.

And we're experiencing this within exponential view, that the more we use, the more we need to use, because it opens new horizons, new vistas, new avenues and new opportunities.

And no one is experiencing this more.

No firm is experiencing this more than NVIDIA.

Last year, the CFO said, we've got about $500 billion of committed orders.

This is effectively promised revenue.

It's orders that investors in the markets can see.

And it's a really good measure of the health of a company like NVIDIA, right?

Semiconductors are highly cyclical businesses.