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Azeem Azhar

๐Ÿ‘ค Speaker
6414 total appearances

Appearances Over Time

Podcast Appearances

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

I think it was in Meta, wasn't it?

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

That they have really had some sort of forward momentum.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And you're sort of, you're stuck in there.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

But I think that this question about the ads is a really important one.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

I think, Jaime, what you've suggested is really intriguing.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

So it is the question as to whether an advertising model is really, really fundamental to open AI or whether it is, it's a sort of instrumentally useful thing that gets you to the next

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And, you know, I think a lot of that depends on how we start to use these tools.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

I mean, you know, the piece of work that Epoch and Exponential View did looked at ancient history, with all due respect, right?

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

It was before last week.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Right.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

It was before OpenClaw.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

It was before Opus 4.6 and, you know, whatever else Anthropic comes out with.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And we looked at a particular world before what I think Andre Carpathi called the threshold of coherence for agents.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And he described this moment where the agents are now good enough that you can get them to do lots and lots of things for you.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And so that also makes me wonder whether that traditional ad model makes any sense because there ain't going to be any eyeballs.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

To sell it to the agents.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Sell it to the agents who have probably rented humans to do the jobs they can't do themselves.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Okay, we've had two different views here.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Matt, I'm going to give you a third view just to really make you work hard for your moderator's seat.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Let's take this idea that Hannah raised, which is like different classes of interactions for the end user, whether it's consumer or business.