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Exponential View

exponentialview.co

AI analysis worth reading. Click to read Exponential View, a Substack publication with hundreds of thousands of subscribers.

AI / MLTech news / industrySociety / politics / economy

Posts
1,535 from 22 Mar 2015 to 29 Oct 2026
Posting
about daily (190 in the last year)
Kind
personal blog
Feed
https://www.exponentialview.co/feed

Latest

October 2026

  1. 🤖 Microsoft is making room for machines
  2. 🔮 Anthropic’s S-1 in charts
  3. 📈 Monday data: For science the bottleneck isn’t intelligence
  4. 🔮 The internet under attack, AGI compression & the next oil shock that never will be... #607
  5. The internet’s Wuhan moment
  6. 📈 Monday data: Who won the trade war?
  7. 🔮 A world of many minds & the future of work
  8. 🚨 Anthropic: The agony and the ecstasy
  9. 📈 What is bigger than AI?
  10. 🔮 AI & Math 2.0, Pakistan’s solar hedge & who controls computing++
  11. 🔮 The end of screen time
  12. 🔮 What is left to do
  13. 📈 Monday data: More AI, more justice?
  14. 🔮 The transition is hiding in plain sight #604
  15. 🔮 Quick weekend reads: the big AI questions

September 2026

  1. 🚨 The first existential IPO
  2. 📈 Monday data: Damming the slop floods
  3. 🔮 The pros and cons of collective AI #603
  4. 🔮 Safety in numbness
  5. 🤖 Your agent, whose interests?
  6. 📈 Monday data: More AI numbers, more clarity?
  7. To err is human!
  8. 🔮 AI politics & the future of growth ++ #602
  9. 🚨 AI doesn’t need a mind to run amok
  10. 🧠 I do not want your brains to rot
  11. 🔮 What would Adam Smith make of AI?
  12. 📈 Anthropic’s $517 billion shopping list
  13. 🔮 Look up, the curve turned #601
  14. 📈 AI revenue hit $229 billion
  15. 🔮 Astra outruns visibility EV#600
  16. 📈 Data to start your week

August 2026

  1. 🔮 Unbounded self-improvement and its limits #599
  2. 📈 Data to start your week
  3. 🔮 Why one AI is better than four #598
  4. 🏦 The problem with petards
  5. 🫧 Is AI a bubble yet? Our five gauges say no
  6. 🔮 Introducing: AI Economy Research Fellowship
  7. 📈 Data to start your week
  8. 🔮 The curious economics of a $6 AI agent #597
  9. 🔮 The market misread Google’s AI exodus
  10. 📈 Making sense of the AI capex logjam
  11. 🔮 Agents form alliances, DeepMind’s reset & how likely is a crash? #596
  12. 🔮 Seven lessons for managing AI agents
  13. 📈 Data to start your week
  14. 🔮 Leopold & exponential markets; transformative GLP-1s; runaway AI & the future of safety++ #595
  15. 📚 My non-obvious summer reading list

July 2026

  1. 🔮 For AI adopters, success and failure look identical — at first
  2. 📈 Data to start your week
  3. 🔮 Copy that: The curious case of AI distillation #594
  4. 🔮 Will Kimi K3 change the economics of AI?
  5. 📈 Data to start your week
  6. 🔮 Kimi K3 surprise & AI economics; the solar paradox; AI's right to learn, cancer vaccine & junior jobs++
  7. 📈 Data to start your week
  8. 🔮 Reading is dying. GPU demand isn’t.
  9. 📈 Data to start your week
  10. 🔮 Exponential View #591: Never skilling; tricking OpenClaw; screwworm & progress; synth cells, tungsten & AI superforecasters++

June 2026

  1. 📈 Data to start your week
  2. 🔮 Fifty years of Moore’s Law wasn’t fast enough for AI #580
  3. 🔮 The state of the AI economy
  4. 🔮 Product eats the AI company; the bitter lesson prevails; Fable 5 as CEO, undersea diplomacy & jellyfish sleep++ #579
  5. 🔮 Is AI immune to groupthink?
  6. 📈 Data to start your week
  7. 🔮 Exponential View #578: Fable & time to pause AI; iPhone vs babies; gene therapy, bad CEOs & Chinese Gen Z++
  8. ‼️ A blueprint for managed decline
  9. 🔮 The AI boom is becoming an entrepreneurship boom #577
  10. 💸 You’re paying for tokens. Now what?
  11. 🔥 We checked. Again. Still no bubble.

May 2026

  1. 🔮 Does AI make you dumb? And why our forecasts suck #576
  2. Live with Azeem: AI & ROI
  3. 🔮 Why AI isn’t showing up on your bottom line
  4. 📈 Why AI bills rise as costs fall
  5. 🔮 Exponential View #575: AI’s math breakthrough and its creative limits
  6. 👀 The AI backlash is the only thing growing faster than AI revenues
  7. 📈 Data to start your week: The cost of tokenmaxxing
  8. 🔮 Exponential View #574: Inside Anthropic’s rocket ship; AI pluralism; love commoditized, context-maxxing & Voltaire++
  9. 📈 Cerebras and the IPO pop
  10. 🔮🇨🇳 Inside the Chinese AI labs where America’s AI controls created its toughest competition
  11. 📈⏳ The broken bargain of Moore’s Law
  12. 🔮 Exponential View #573: Are the AI labs building for an intelligence explosion?
  13. 📈 Data to start your week: AI boom, nowhere near the ceiling
  14. 🔮 Exponential View #572: AI’s moats, myths and moral loopholes

April 2026

  1. 🔮 Exponential View #571: DeepSeek shows the future, again; drones on a learning curve; solar goes up, LLM pixels & tennis robots++
  2. 🔮 How Ukraine solved the hardest problem in defense
  3. 🍏 Apple’s AI bet got a CEO
  4. 📈 Data to start your week: Inside the AI boom – jobs, jargon & jittery uptime
  5. 🔮 Exponential View #570: Inside Jensen Huang’s worldview
  6. 🔮 The classified frontier
  7. 📈 Data to start your week – The jet fuel inflection point
  8. 🔮 Exponential View #569: When the future is uncertain, what do you teach?
  9. 💸 Mythos and the mispricing of everything
  10. 📈 Data to start your week: The AI capacity trap
  11. 🔮 Exponential View #568: The labs are rationing. Did you notice?
  12. 🔮 Autoresearch and the experimental society

March 2026

  1. 📈 Data to start your week: The AI buildout
  2. 🔮 Exponential View #567: How AI is rewiring work
  3. Solving problems with the Karpathy Loop
  4. 📈 Data to start your week — Helium special
  5. 🔮 Exponential View #566: A solar shield; AI agents; human judgment; China’s robots++
  6. 🔮 Jensen’s OpenClaw thesis
  7. Jensen, OpenClaw and the future of AI
  8. 🔮 Why I changed my mind about Apple
  9. 📈 Data to start your week
  10. 🔮 Exponential View #565: Autoresearch; the solar supercycle; an agentic nation; ChatGPT Olympian, seeing fraud & moving asteroids++
  11. 🔮 The lantern and the flame
  12. The AI race that Apple is winning
  13. 🔮 The case for radical solar optimism
  14. 📈 Data to start your week
  15. 🔮 Exponential View #564: Intelligence as a target; the future of knowledge; AI, productivity & economy; CO2 armor, ultra-violent ancestors & Brand Age++
  16. How I think
  17. 📈 Data to start your week
  18. 🔮 Exponential View #563: The Citrini craze; human cognition; the most aggressive AI regulation; OpenAI spikes; COBOL returns; bye‑bye tax filing++

February 2026

  1. Behind the scenes of my AI agent
  2. 🔮 Where the human ends and AI begins
  3. 📈 Data to start your week
  4. 🔮 Exponential View #562: Agents & the tedium frontier; AI in the statistics; robot insurance; Claude at war, hacking pigeons, AI dignosis++
  5. 🫵 You already have an AI agent.
  6. Are we in charge of our AI tools, or are they in charge of us?
  7. 🔮 Entering the trillion-agent economy
  8. 📈 Data to start your week
  9. 🔮 Exponential View #561: Token scaling; frontier revenues; Spotify engineers; century bonds, T-cells vs Alzheimer’s & glass replaces silicon++
  10. 🎯 Magnitudes of intelligence
  11. 🔮 Building with agents
  12. 🔮 X-raying OpenAI’s unit economics
  13. 🔮 Everyone’s looking for a bubble. No one sees the stampede.
  14. 📈 Data to start your week
  15. 🔮 Exponential View #560: The $1 trillion panic; my favorite AI analysis tool; intention economy, CAR-T therapy & time++
  16. Do AI models actually make enough money to cover their costs? Live with Epoch AI
  17. Mustafa Suleyman – AI is hacking our empathy circuits
  18. 📈 Data to start your week
  19. 🔮 Exponential View #559: coherent agents; goodbye SaaS; orchestrators needed; space phages, immortality & Kimi's true identity++

January 2026

  1. 🔮 Moltbook is the most important place on the internet right now
  2. 🔮 Davos 2026 and the end of the rules-based order
  3. How “95%” escaped into the world – and why so many believed it
  4. 👀 Inside OpenAI's unit economics
  5. 📈 Data to start your week
  6. 🔮 Exponential View #558: Davos & reinventing the world; OpenAI's funk; markets love safety; books are cool, robots & AI Squid Game++
  7. 🔮 The end of the fictions
  8. 🔮 Live from Davos: Musk special
  9. 🔮 Anthropic’s Head of Economics on AI adoption, Claude Code, the burden of knowledge & future experts
  10. 🔮 Live from Davos: waiting for Trump
  11. 🔮 Live with Eric Schmidt from Davos
  12. 📈 Data to start your week
  13. 🔮 Exponential View #557: Starlink, Iran & abundance; AI’s exploration deficit; AGI vibes, aliens, Merge Labs & regulating companions++
  14. 🔮 The new moat in 2026
  15. 🔮 Anthropic's Head of Economics Peter McCrory on their new Economic Index
  16. 📈 Data to start your week
  17. 🔮 Exponential View #556: When execution gets cheap. Capital gains, labor pains. AI buys the grid. CRASH clock, taming complexity & new zones of influence++ ++
  18. 🔮 The work after work
  19. The year ahead
  20. 📈 Data to start your week

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