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Exponential View

Azeem Azhar · Weekly + essays · 7 issues since Sep 1 · latest Oct 12

The big picture on AI and exponential technologies — economics, geopolitics and strategy — from Azeem Azhar's long-running letter.

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Oct 12, 2026 · 5 min read

GLP-1s: the science, the savings and the societal stakes.

Oct 11, 2026 · 6 min read

The essential view of how technology changes the world.

Oct 4, 2026 · 4 min read

AI consciousness, electrification’s hidden progress, and the coming agentic bank run++

Oct 3, 2026 · 1 min read

A short set of readings on some of the biggest questions.

Sep 28, 2026 · 4 min read

AI makes content cheap. Who pays to make it trustworthy?

Sep 25, 2026 · 5 min read

Meta’s Muse shows that users want a digital butler, but there may be a conflict of interests

Sep 21, 2026 · 3 min read

Companies are backing their AI claims with more numbers. What do these numbers actually tell us about AI’s economic impact? Today’s Monday Data shares our take in an extract from the first edition of AI Investment…