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Azeem Azhar's Exponential View
Azeem Azhar
208 episodes
1 week ago
How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.
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All content for Azeem Azhar's Exponential View is the property of Azeem Azhar and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.
Show more...
Technology
Business,
Investing,
News,
Tech News
Episodes (20/208)
Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)
In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using trade policy, export controls and industrial strategy to shift the balance of global power. Yet, their economies remain tightly bound.
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1 week ago
45 minutes 19 seconds

Azeem Azhar's Exponential View
Inside the collapse of the internet economy (and what comes next)
This conversation is a practical map of how AI “answer engines” upend the web’s traffic-funded model – and what could replace it. Matthew Prince (co-founder and CEO of Cloudflare) joins Azeem to discuss scarcity, pricing, and why unique, trustworthy content becomes the premium input to AI.
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4 weeks ago
46 minutes 42 seconds

Azeem Azhar's Exponential View
Why China builds while America debates, with Dan Wang
In this episode, I spoke with Dan Wang, author of “Breakneck: China’s Quest to Engineer the Future”. We unpacked a bold thesis: China is not merely a competitor in AI and tech, but is re-imagining its entire state apparatus as an engineering state - in contrast to the more “lawyerly” institutions of the US and UK.
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1 month ago
49 minutes 47 seconds

Azeem Azhar's Exponential View
Are we in an AI bubble? (these are the 5 warning signs)
Is AI in a bubble or a boom? I spent hundreds of hours figuring this out. Today I present a practical five-gauge framework to benchmark today’s AI frenzy against history’s bubbles, from railways to dot-coms. A clear, data-driven guide for investors and decision-makers.
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1 month ago
11 minutes 53 seconds

Azeem Azhar's Exponential View
Why GPT-5 was never going to impress you
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 shape how we judge new technology: shifting goalposts and negative space.
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1 month ago
7 minutes 19 seconds

Azeem Azhar's Exponential View
My OpenAI thought experiment: $500B to $1.5T?
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 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns.
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1 month ago
30 minutes 25 seconds

Azeem Azhar's Exponential View
AI is eating into entry-level jobs
This is the single most important paper to come out in tech in recent weeks. Erik Brynjolfsson, Bharat Chandar and Ruyu Chen investigated whether generative AI is leading to job losses in roles most exposed to AI – and how these effects differ by age and the way AI is used. In this episode, I break down these results and their implications.
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2 months ago
25 minutes 33 seconds

Azeem Azhar's Exponential View
AI & the future of media with The Atlantic CEO, Nicholas Thompson
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 unpack how AI is transforming media – and what that means for every business navigating the shifting economics of attention, trust, and discovery.
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3 months ago
52 minutes 14 seconds

Azeem Azhar's Exponential View
2025 AI reality check: Are we in a bubble?
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 breakthroughs to autonomous vehicles, climate extremes to workforce transformation, I examine what I got right, what I missed, and why the 2027-2028 period will be when vertical AI hits the real economy in force.
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3 months ago
24 minutes 4 seconds

Azeem Azhar's Exponential View
What 72hrs in China taught me about the future (AI, EVs, more)
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 most of the West to shame. The AI isn't just hype - it's working at serious scale. And the electric vehicles? They're about to steamroll the global auto industry. Here's what really struck me during my whirlwind trip to Beijing and beyond.
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4 months ago
22 minutes 19 seconds

Azeem Azhar's Exponential View
The problem with Altman’s “gentle singularity,” Apple’s AI missteps, and Google’s fading ad model | Live with Azeem Azhar
Broadcasting live from Paris, I tackle three massive technology stories that are reshaping our digital future. From Apple's stunning interface redesign to the collapse of traditional search advertising, and Sam Altman's vision of an AI singularity that's already begun - this episode captures the tectonic shifts happening in tech right now.
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4 months ago
29 minutes 59 seconds

Azeem Azhar's Exponential View
OpenAI’s CPO on what’s coming next: Hardware, GPT-5, Jony Ive, agents, more
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 important company right now.
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4 months ago
53 minutes 56 seconds

Azeem Azhar's Exponential View
Tyler Cowen on how AI will reorder economies, schools, and spirituality
Economist and polymath Tyler Cowen challenges Silicon Valley's optimistic projections about AI-driven economic growth. We explore what could slow down AI's economic impact, despite its remarkable capabilities – and where humans find the new normal amidst major shifts.
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5 months ago
48 minutes 58 seconds

Azeem Azhar's Exponential View
GitHub CEO on what AI means for developer salaries, SaaS, and more
Thomas Dohmke, CEO of GitHub, joins Azeem to explore how AI is fundamentally transforming software development.
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5 months ago
53 minutes 45 seconds

Azeem Azhar's Exponential View
Inside Box’s AI playbook with founder & CEO Aaron Levie
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-maps to pricing – and what that teaches the rest of us about building faster, smarter organisations.
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5 months ago
48 minutes 47 seconds

Azeem Azhar's Exponential View
China’s catching up to US AI… Here’s why it won’t matter
Lennart Heim, a researcher and information scientist at RAND Corporation, joins Azeem Azhar to unpack a provocative claim: China is catching up with US AI capabilities, but it doesn't matter.
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5 months ago
49 minutes 17 seconds

Azeem Azhar's Exponential View
What does Spain’s blackout mean for the future of clean energy?
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 grid for the future.
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6 months ago
41 minutes 48 seconds

Azeem Azhar's Exponential View
The difference between early and late AI adopters
Physicist and entrepreneur Steve Hsu, whose startup Superfocus tackles hallucination problems in large language models, joins Azeem to discuss AI agents, hallucination challenges and what happens when technology meets labor markets.
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6 months ago
49 minutes 30 seconds

Azeem Azhar's Exponential View
Sir Niall Ferguson decodes Trump, China, and the new world order
Sir Niall Ferguson, renowned historian and Milbank Family Senior Fellow at the Hoover Institution, joins Azeem Azhar to discuss the evolving relationship between the U.S. and China, Trump's foreign policy doctrine, and what the new global economic and security order might look like.
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6 months ago
52 minutes 23 seconds

Azeem Azhar's Exponential View
What it’s like on the frontlines of Trump’s tariff’s war
In this episode, Azeem Azhar speaks with Ryan Petersen, CEO and founder of logistics platform Flexport, about the current state of global trade amidst escalating tariffs, geopolitical tensions, and technological disruption. Ryan offers unique insights from the frontlines of the US-China trade war and explores how businesses are adapting to a rapidly changing landscape.
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6 months ago
43 minutes 19 seconds

Azeem Azhar's Exponential View
How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.