Azeem Azhar's Exponential View
Episodes
Davos 2026 and the end of the rules-based order
29 Jan 2026
Contributed by Lukas
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and expo...
Anthropic’s Head of Economics on AI adoption data, Claude Code, the burden of knowledge & the next generation of experts
21 Jan 2026
Contributed by Lukas
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and expo...
My outlook for 2026: orchestration, the human edge and the AI bubble
16 Jan 2026
Contributed by Lukas
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and expo...
AI, markets, and power: A conversation with Paul Krugman (2025 re-run)
08 Jan 2026
Contributed by Lukas
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and expo...
Reflecting on 2025 (the K-shaped economy, AI's impact on work and human judgement, energy bottlenecks)
20 Dec 2025
Contributed by Lukas
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and expo...
What I learned from the world's leading minds in 2025
19 Dec 2025
Contributed by Lukas
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and expo...
What it will take for AI to scale (energy, compute, talent)
10 Dec 2025
Contributed by Lukas
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and expo...
The method of invention, AI's new clock speed and why capital markets are confused
05 Dec 2025
Contributed by Lukas
Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and expo...
Why the AI productivity gains haven’t arrived - yet
21 Nov 2025
Contributed by Lukas
The AI industry is sending mixed signals, with markets turning red while teams report real productivity gains. In this session I explore why we are li...
Where did all the entry-level jobs go? (With Revelio CEO Ben Zweig)
14 Nov 2025
Contributed by Lukas
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 rig...
The demand for infinite compute
07 Nov 2025
Contributed by Lukas
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 eco...
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)
23 Oct 2025
Contributed by Lukas
In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using tra...
Inside the collapse of the internet economy (and what comes next)
08 Oct 2025
Contributed by Lukas
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 questio...
Why China builds while America debates, with Dan Wang
01 Oct 2025
Contributed by Lukas
In this episode, I spoke with Dan Wang, author of “Breakneck: China’s Quest to Engineer the Future”, shortlisted for the FT & Schroders Busines...
Are we in an AI bubble? (these are the 5 warning signs)
25 Sep 2025
Contributed by Lukas
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 man...
Why GPT-5 was never going to impress you
24 Sep 2025
Contributed by Lukas
GPT-5 was the most advanced AI when it was released, but most people were disappointed. Why? In this episode, I unpack the two key paradoxes that sha...
My OpenAI thought experiment: $500B to $1.5T?
10 Sep 2025
Contributed by Lukas
Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 b...
AI is eating into entry-level jobs
05 Sep 2025
Contributed by Lukas
This is the single most important paper to come out in tech in recent weeks. Erik Brynjolfsson, Bharat Chandar and Ruyu Chen investigated whether gene...
AI & the future of media with The Atlantic CEO, Nicholas Thompson
24 Jul 2025
Contributed by Lukas
Nick Thompson, CEO of The Atlantic, led one of the first major content licensing deals with OpenAI in 2024. In this conversation, he joins Azeem to un...
2025 AI reality check: Are we in a bubble?
09 Jul 2025
Contributed by Lukas
At the start of the year, I made seven predictions about how 2025 would unfold. Six months in, it's time to mark my own work. From AI capability break...
What 72hrs in China taught me about the future (AI, EVs, more)
02 Jul 2025
Contributed by Lukas
In this episode, I reflect on a whirlwind three-day visit to China - my first in over 20 years. And what I saw was remarkable. The infrastructure puts...
The problem with Altman’s “gentle singularity,” Apple’s AI missteps, and Google’s fading ad model | Live with Azeem Azhar
18 Jun 2025
Contributed by Lukas
Broadcasting live from Paris, I tackle three massive technology stories that are reshaping our digital future. From Apple's stunning interface redesig...
OpenAI’s CPO on what’s coming next: Hardware, GPT-5, Jony Ive, agents, more
10 Jun 2025
Contributed by Lukas
This week, I'm speaking with Kevin Weil, Chief Product Officer at OpenAI, who is steering product development at what might be the world's most import...
Tyler Cowen on how AI will reorder economies, schools, and spirituality
04 Jun 2025
Contributed by Lukas
Economist and polymath Tyler Cowen challenges Silicon Valley's optimistic projections about AI-driven economic growth. We explore what could slow AI's...
GitHub CEO on what AI means for developer salaries, SaaS, and more
28 May 2025
Contributed by Lukas
Thomas Dohmke, CEO of GitHub, joins Azeem to explore how AI is fundamentally transforming software development. In this episode you'll hear: (01:50) ...
Inside Box’s AI playbook with founder & CEO Aaron Levie
21 May 2025
Contributed by Lukas
Aaron Levie, CEO & co-founder of Box, joins Azeem Azhar to explore how an “AI-first” mindset is reshaping every layer of Box – from product road...
China’s catching up to US AI… Here’s why it won’t matter
14 May 2025
Contributed by Lukas
Lennart Heim, a researcher and information scientist at RAND Corporation, joins Azeem Azhar to unpack a provocative claim: China is catching up with U...
What does Spain’s blackout mean for the future of clean energy?
07 May 2025
Contributed by Lukas
Greg Jackson, CEO of Octopus Energy, joins Azeem to discuss the Iberian blackout and how we can create a more stable, flexible, and resilient energy g...
The difference between early and late AI adopters
30 Apr 2025
Contributed by Lukas
Physicist and entrepreneur Steve Hsu, whose startup Superfocus tackles hallucination problems in large language models, joins Azeem to discuss AI agen...
Sir Niall Ferguson decodes Trump, China, and the new world order
23 Apr 2025
Contributed by Lukas
Sir Niall Ferguson, renowned historian and Milbank Family Senior Fellow at the Hoover Institution, joins Azeem Azhar to discuss the evolving relations...
What it’s like on the frontlines of Trump’s tariff’s war
16 Apr 2025
Contributed by Lukas
In this episode, Azeem Azhar speaks with Ryan Petersen, CEO and founder of logistics platform Flexport, about the current state of global trade amidst...
A tour of the tech boom — 5 waves you need to understand
10 Apr 2025
Contributed by Lukas
Azeem Azhar welcomes Packy McCormick, founder and investor at Not Boring, to discuss the current tech landscape. In this episode you'll hear: (01:50...
Are we ready for human-level AI by 2030? Anthropic's co-founder answers
01 Apr 2025
Contributed by Lukas
Anthropic's co-founder and chief scientist Jared Kaplan discusses AI's rapid evolution, the shorter-than-expected timeline to human-level AI, and how ...
The future of Human-AI coexistence, according to Kevin Kelly (co-founder of Wired, futurist, author)
19 Mar 2025
Contributed by Lukas
Kevin Kelly is a co-founder of Wired Magazine and a renowned author and futurist. Decades ago, Kevin predicted much of today's technological and cul...
AI in 2025 – A global perspective, with Kai-Fu Lee
02 Jan 2025
Contributed by Lukas
Kai-Fu Lee joins me to discuss AI in 2025. Kai-Fu is a storied AI researcher, investor, inventor and entrepreneur based in Taiwan. As one of the leadi...
AI in 2025 – The great normalisation, with Nathan Benaich
26 Dec 2024
Contributed by Lukas
Nathan Benaich, Founder and General Partner of Air Street Capital, joins me to discuss AI in 2025. From runaway consumer adoption to evolving enterpri...
AI in 2025 – Infrastructure, investment & bottlenecks with Dylan Patel
23 Dec 2024
Contributed by Lukas
Dylan Patel, founder of SemiAnalysis and one of my go-to experts on semiconductors and data center infrastructure joins me to discuss AI in 2025. Seve...
Exponential Growth: Why AI, Solar & Batteries Will Keep Getting Cheaper | Exponential View & Cleaning Up Podcast
28 Nov 2024
Contributed by Lukas
As we race towards a future powered by AI and data centres, how will the insatiable demand for energy impact the environment? With the richest compani...
The Science of Making Truthful AI
07 Feb 2024
Contributed by Lukas
Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Aze...
Azeem’s 2024 Trends: AI, Energy, and Decentralization
31 Jan 2024
Contributed by Lukas
As 2024 begins, leaders are facing increasing uncertainty and a host of difficult decisions. Azeem Azhar returns to bring clarity amid a complicated i...
The Challenges and Benefits of Generative AI in Health Care
17 Jan 2024
Contributed by Lukas
Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Aze...
Managing AI’s Carbon Footprint
10 Jan 2024
Contributed by Lukas
Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Aze...
AI Takes the Wheel: New Advances in Autonomous Driving
27 Dec 2023
Contributed by Lukas
Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Aze...
AI Is Transforming Businesses (with Andrew Ng)
20 Dec 2023
Contributed by Lukas
Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Aze...
A.I. Is Driving an Information Revolution
13 Dec 2023
Contributed by Lukas
Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? In ...
Understanding the Schism at OpenAI
06 Dec 2023
Contributed by Lukas
Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Aze...
Azeem’s Picks: The Promise of AI with Fei-Fei Li
29 Nov 2023
Contributed by Lukas
Artificial Intelligence (AI) is on every business leader’s agenda. How do you ensure the AI systems you deploy are harmless and trustworthy? This mo...
Azeem’s Picks: Grading AI’s Hits and Misses
22 Nov 2023
Contributed by Lukas
Artificial Intelligence (AI) is on every business leader’s agenda. How do you ensure the AI systems you deploy are harmless and trustworthy? This mo...
Azeem’s Picks: Creating AI Responsibly with Joanna Bryson
15 Nov 2023
Contributed by Lukas
Artificial Intelligence (AI) is on every business leader’s agenda. How do you ensure the AI systems you deploy are harmless and trustworthy? This mo...
Azeem’s Picks: AI, Accountability, and Power with Meredith Whittaker
08 Nov 2023
Contributed by Lukas
Artificial Intelligence (AI) is on every business leader’s agenda. How do you ensure the AI systems you deploy are harmless and trustworthy? This mo...
Azeem’s Picks: How to Practice Responsible AI with Dr. Rumman Chowdhury
01 Nov 2023
Contributed by Lukas
Artificial Intelligence (AI) is on every business leader’s agenda. How do you ensure the AI systems you deploy are harmless and trustworthy? This mo...
Introducing Exponentially with Azeem Azhar
07 Sep 2023
Contributed by Lukas
Never before has it been harder for leaders to make sense of what’s going on in the world. As exponential technologies like artificial intelligence ...
Azeem on AI: What Can the Copernican Revolution Teach Us about the Future of AI?
26 May 2023
Contributed by Lukas
In his brief commentary, Azeem Azhar discusses the increasing complexity and capabilities of large language models (LLMs) and the transformative poten...
Azeem on AI: Are Large Language Models the Future of the Web?
24 May 2023
Contributed by Lukas
In his brief commentary, Azeem Azhar lays out why the future of the Web is underpinned by AI, and what this means for the traditional business model o...
Azeem on AI: Where Will the Jobs Come from After AI?
19 May 2023
Contributed by Lukas
In his brief commentary, Azeem Azhar shares his outlook on how artificial intelligence could change the labor market, drawing on research published by...
Azeem on AI: Will Large Language Models Reshape Our Economies?
17 May 2023
Contributed by Lukas
Drawing on Carlota Perez’s framework, Azeem Azhar considers whether large language models (LLMs), such as OpenAI’s GPT-4, will drive a paradigm sh...
Azeem’s Picks: AI’s Near Future with Jürgen Schmidhuber
12 May 2023
Contributed by Lukas
Artificial intelligence (AI) is dominating the headlines, but it’s not a new topic here on Exponential View. This week and next, Azeem Azhar shares ...
Azeem’s Picks: Beyond Deep Learning (with Gary Marcus)
10 May 2023
Contributed by Lukas
Artificial intelligence (AI) is dominating the headlines, but it’s not a new topic here on Exponential View. Azeem Azhar shares his favorite convers...
Azeem’s Picks: Demis Hassabis on DeepMind’s Journey from Games to Fundamental Science
05 May 2023
Contributed by Lukas
Artificial intelligence (AI) is dominating the headlines, but it’s not a new topic here on Exponential View. This week and next, Azeem Azhar shares ...
Azeem’s Picks: Sam Altman on How GPTs Are Shaping Our AI Future
03 May 2023
Contributed by Lukas
Artificial intelligence (AI) is dominating the headlines, but it’s not a new topic here on Exponential View. This week and next, Azeem Azhar shares ...
Upcoming Hiatus: What to Listen to While We’re Away
22 Jun 2022
Contributed by Lukas
After producing more than 160 episodes of Exponential View over the last six years, we’re taking a break to reflect on what we’ve learned and how ...
Can Entrepreneurs and Governments Team Up to Solve Big Problems? (from Cold Call)
15 Jun 2022
Contributed by Lukas
Shield AI’s autonomous combat robots are intended to help protect civilians and service members. As a startup, barely two years past founding, how s...
The Co-Creator of the iPod and iPhone on Radical Innovation (with Tony Fadell)
08 Jun 2022
Contributed by Lukas
How do you talk about a product before anything like it exists? How do you guide the engineers building it and the marketing department who has to sel...
The Science and Economics of Carbon Recycling (with LanzaTech’s Jennifer Holmgren)
01 Jun 2022
Contributed by Lukas
Carbon recycling takes our polluting carbon dioxide and carbon monoxide and, with the help of bacteria, turns them into ethanol. This can replace oil ...
Can Collective Intelligence Beat the Market? (with Numerai’s Richard Craib)
25 May 2022
Contributed by Lukas
Quantitative hedge funds (or “quant funds”), which rely on the work of employed mathematicians to develop complex trading strategies, are nothing ...
Hydrogen’s Role in Decarbonization (with Electric Hydrogen CEO Raffi Garabedian)
18 May 2022
Contributed by Lukas
Hydrogen has long been hyped as a fuel of the future. It’s abundant and its waste product is water. But it’s only recently that the availability o...
Flying Taxis Are Coming (with Volocopter’s Florian Reuter)
11 May 2022
Contributed by Lukas
Volocopter’s CEO Florian Reuter joins Azeem Azhar to explore how this radical new transport could transform our cities. They also break down the ste...
How Web3 Is Changing Commerce and Governance (with Not Boring’s Packy McCormick)
04 May 2022
Contributed by Lukas
Web3’s ability to attach value and incentives to almost every part of human activity has radical implications not only for how businesses engage wit...
Money in the Metaverse (with Citi’s Ronit Ghose)
20 Apr 2022
Contributed by Lukas
What is the metaverse, how will we use it and why might the financial innovations of Web3 and blockchain technology be crucial to its success? Citi’...
Venture Capital and Deep Decarbonization (with Energy Impact Partners’ Shayle Kann)
13 Apr 2022
Contributed by Lukas
Venture capitalists offer their investors outsized financial returns in exchange for taking on considerable risk. But what if that risk includes backi...
AI and Cancer: Unlocking the Immune System (with Immunai’s Luis Voloch)
06 Apr 2022
Contributed by Lukas
Today’s cancer therapies are difficult, expensive, and slow to create. But the combination of new computing and new biological technologies is leadi...
How To Make Nuclear Energy Safe (with Seaborg’s Troels Schönfeldt)
30 Mar 2022
Contributed by Lukas
Meeting rising energy requirements in a safe and climate-friendly way is one of the key challenges humanity needs to solve. Danish start-up Seaborg Te...
The Meaning of Life in the Metaverse (with David Chalmers)
23 Mar 2022
Contributed by Lukas
We could soon be living more of our lives in immersive virtual worlds, but what will that look like and how will it affect us? New York University pro...
The Future of Warfare Is Here (with General Sir Richard Barrons)
16 Mar 2022
Contributed by Lukas
General Sir Richard Barrons, the former commander of the UK’s Joint Forces Command — whose remit included military intelligence, special forces, a...
How the Russia-Ukraine Conflict Will Change Cyberwar (with Robert Hannigan)
09 Mar 2022
Contributed by Lukas
Many experts expected Russia’s war with Ukraine to be accompanied by a large-scale cyberattack, but that hasn’t yet materialized. Azeem Azhar spea...
Vertical Farming and the Future of Food (with ZERO Farms’ Daniele Modesto)
02 Mar 2022
Contributed by Lukas
Technology is making traditional agriculture more efficient, but farming still has its problems. It takes a huge amount of land and can be energy- and...
Scaling Synthetic Biology (with Ginkgo’s Reshma Shetty)
23 Feb 2022
Contributed by Lukas
Science is getting better at re-engineering micro-organisms for all kinds of uses, from better medical treatments to more durable materials. But there...
Micromobility Will Change Our Cities (with Horace Dediu)
16 Feb 2022
Contributed by Lukas
Eighty percent of urban trips are less than two miles long. So why do so many of us make them in big, inefficient, and expensive vehicles? Tech analys...
How Venture Capital Made the Modern World (with Sebastian Mallaby)
09 Feb 2022
Contributed by Lukas
Seventy-five percent of the total value of US companies that have floated since 1995 has been created by venture-backed firms, including Alphabet, Fac...
The Future of Healthcare: Personalization and AI (with ZOE’s Jonathan Wolf)
02 Feb 2022
Contributed by Lukas
Nutritional science has long been one-size-fits-all. Advice on a healthier diet has been generic, failing to consider the huge variance of our bodies....
What Studying Consciousness Can Reveal about AI and the Metaverse (with Anil Seth)
26 Jan 2022
Contributed by Lukas
The workings of the brain have long puzzled scientists and philosophers, but the last twenty years have been a golden age for consciousness research. ...
Supercritical’s Mission to Help Tech Reach Net Zero (with Michelle You)
19 Jan 2022
Contributed by Lukas
Companies of all sizes and sectors have committed to net-zero emissions targets, but getting there is not straightforward. Measuring carbon dioxide ou...
Azeem’s 2022 Trends: Web 3.0, Sci-Fi Tech, and the Metaverse
05 Jan 2022
Contributed by Lukas
Azeem Azhar sets out his vision for 2022 and shares the trends he thinks will change our world this year. Some changes are hurtling down the pike, lik...
Learning from 2021: Azeem’s Takeaways
29 Dec 2021
Contributed by Lukas
As 2021 draws to a close and Covid cases spike, it’s easy to think not much has changed. But in between pandemic waves, we’ve made major progress ...
From Tech Investor to Author (with a16z’s Andrew Chen)
22 Dec 2021
Contributed by Lukas
Andreessen Horowitz general partner Andrew Chen and host Azeem Azhar have something in common: they were both tech company insiders and early-stage in...
How Quantum Computing Will Change Everything (with Chad Rigetti)
15 Dec 2021
Contributed by Lukas
Quantum computing won’t be an incremental improvement – it will be a step-change in the power of the technology that underpins a huge part of our ...
Nuclear Fusion’s Time is (Finally) Coming
08 Dec 2021
Contributed by Lukas
Nuclear fusion seems to have been “twenty years away” forever, but recent advances could mean fusion is finally on its way to becoming part of our...
Grading AI: The Hits and Misses
01 Dec 2021
Contributed by Lukas
Murray Shanahan, professor of cognitive robotics at Imperial College London and a senior research scientist at DeepMind, joins Azeem Azhar to discuss ...
Technology and Redistribution of Power (with Yanis Varoufakis)
24 Nov 2021
Contributed by Lukas
Former Greek Finance Minister, economist, and bestselling author Yanis Varoufakis joins Azeem Azhar to discuss his speculative novel Another Now. In t...
The AI Revolution is Just Beginning (with Nathan Benaich and Ian Hogarth)
17 Nov 2021
Contributed by Lukas
Artificial intelligence had a breakout year, with major new developments in disparate fields, from medical biology to defense. AI investors Nathan Ben...
Why Energy Storage Is the Future of the Grid (with Malta CEO Ramya Swaminathan)
10 Nov 2021
Contributed by Lukas
Renewable energy is the future of power, but relying on solar, wind, etc. will require a more reliable and resilient grid. Effective energy storage wo...
Building a Multibillion-Dollar Company in 18 Months (with Hopin’s Johnny Boufarhat)
03 Nov 2021
Contributed by Lukas
Hopin is one of the fastest-growing startups in history. Founder and CEO Johnny Boufarhat joins Azeem Azhar to talk about how he grew the virtual even...
Decarbonization by the Numbers (with Michele Della Vigna)
27 Oct 2021
Contributed by Lukas
The transition to a greener economy is absolutely essential for the future of life as we know it. Governments and companies have committed to net-zero...
The Future of the Car (with Ford’s Hau Thai-Tang)
20 Oct 2021
Contributed by Lukas
Ford has been making cars for 118 years — nearly all of them with internal combustion engines. It now faces the biggest challenge in its history. As...
Funding Innovation to Fight Climate Change
13 Oct 2021
Contributed by Lukas
The climate crisis is the defining issue of our age, and to fight it effectively, we’ll have to redesign our world. That requires money and technolo...
How Network Effects Rule the World (with James Currier)
06 Oct 2021
Contributed by Lukas
Google, Facebook, Apple, and Uber are just some of the enormous companies that derive part of their value from network effects: The more users they ha...
Imagining Climate Futures with Kim Stanley Robinson
07 Jul 2021
Contributed by Lukas
Kim Stanley Robinson, the legendary science-fiction novelist, has a private utopian hope: “to dodge a mass extinction event.” He joins Azeem Azhar...
How to Regulate Facebook (with Nick Clegg)
30 Jun 2021
Contributed by Lukas
Facebook serves 34 percent of the world’s population and decides who to block and what to censor. How should governments regulate this startling pow...
The Future of Digital Payments
23 Jun 2021
Contributed by Lukas
Visa processes more than 500 million transactions every day. How is the world’s largest digital payment platform adapting to new technologies and fr...
How to Practice Responsible AI
16 Jun 2021
Contributed by Lukas
From predictive policing to automated credit scoring, algorithms applied on a massive scale, gone unchecked, represent a serious threat to our society...