Podcast
Exponential View by Azeem Azhar
Hosted by Azeem Azhar · EN
Weekly deep dives on AI and exponential technologies from a global expert featured in The Economist, WSJ and Financial Times. Join investors, C-suite execs and global leaders and change how you think about the future.
www.exponentialview.co
www.exponentialview.co
14episodes
Episodes
Newest firstAll episodes
Do AI models actually make enough money to cover their costs? Live with Epoch AI
Feb 600:57:22Tap to summarizeIn this live session, I'm joined by Jaime Sevilla, founder of Epoch AI & various writers, and Hannah Petrovic from my team, with financial journalist Matt Robinson from AI Street .We dig into our recent research partnership examining OpenAI's actual operating margins, R&D costs, and whether the economics of frontier AI actually work. We explore the surprisingly short lifespan of AI models, infrastructure constraints, the shift toward agentic workflows, and what all of this means for the trillion-dollar question: is this sustainable or a bubble?Enjoy!Azeem This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
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Mustafa Suleyman – AI is hacking our empathy circuits
Feb 500:50:17Tap to summarizeListen on Spotify or Apple PodcastsA few days before OpenClaw exploded, I recorded a prescient conversation with Mustafa Suleyman, CEO of Microsoft AI and co-founder of DeepMind. We talked about what happens when AI starts to seem conscious – even if it isn’t. Today, you get to hear our conversation.Mustafa has been sounding the alarm about what he calls “seemingly conscious AI” and the risk of collective AI psychosis for a long time. We discussed this idea of the “fourth class of being” – neither human, tool, nor nature – that AI is becoming and all it brings with itself.Jump to:(03:38) Why consciousness requires the ability to suffer(06:52) “Your empathy circuits are being hacked”(10:47) A fourth class of being(13:41) Why market forces push toward seemingly conscious AI(37:48) The case for going faster This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
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🔮 Davos 2026 and the end of the rules-based order
Jan 2900:16:23Tap to summarizeListen on Spotify or Apple PodcastsAt Davos 2026, the mood was unlike any previous World Economic Forum gathering. With Donald Trump arriving amid escalating geopolitical tensions and European leaders sounding alarms about sovereignty, I recorded live dispatches from the ground. In this special episode, I bring together observations from four days at the annual meeting - tracking the seismic shifts in global order alongside the practical realities of AI adoption in the enterprise.I speak about: * What Trump’s two-hour Davos speech revealed about the new geopolitical reality* Why technological sovereignty suddenly became urgent for European leaders* The real state of AI adoption in the enterprise, from executives who are actually doing it* The startup building AI agents that have completed 115 million patient interactions…Skip to the best part:(05:28) Mark Carney’s speech(06:13) Why European leaders are sounding the alarm(07:13) Why technological sovereignty is urgent(14:24) What leaders really have to say on AI adoptionLast week, I set out the underlying argument in an essay on how the breakdown of old geopolitical assumptions is part of a broader upgrade to civilisation’s operating system. Enjoy!Azeem This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
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🔮 Infrastructure, investment and the great AI bottleneck of 2025
Dec 6, 2024Tap to summarizeThis is a free preview of a paid episode. To hear more, visit www.exponentialview.coI spoke yesterday with Dylan Patel, founder of SemiAnalysis, one of my go-to experts on semiconductors and data center infrastructure. Several key themes emerged about where AI might be headed in 2025.
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