Azeem Azhar

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What I'd like to do today is talk about what we need to look out for over the next 24 months with the AI build out, with all of the things that are going on in the deployment of AI, how people are feeling about it.

all of the tensions, all of the potential crises and the potential wins.

Now, two years is a particularly difficult time to shoot for.

So I am really hanging myself out because everyone can predict the next week and you can kind of predict the next 20 years.

But I'm going to be brave and talk about those two years.

Readers will know that I've talked a little bit about this in the newsletter.

So go back and look at those essays.

In short, this is all about absorption.

This is all about the extent to which AI can be absorbed in the economy, in our world.

Are companies absorbing artificial intelligence fast enough?

Can the electrical and power systems absorb all the new demand from the data centers?

Is the economy absorbing any benefits at all?

And do people, do society, do us, do we want to absorb AI, all the things it brings with us at the speed with which it is emerging?

So let's just step through each of those questions of absorption.

On the firm, I've written a lot about this over the last few months, weeks and months.

Are companies really making use of this technology at all?

And I think we can even step back a layer and say, are people really using these technologies in any meaningful sense?