Azeem Azhar's Exponential View

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 exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
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At 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.
Skip to the best bits:
(00:38) Day one at Davos
(02:10) Three recurring themes through the week
(03:55) Day three at Davos
(05:12) Mark Carney's stirring speech
(05:52) Why European leaders are sounding the alarm
(06:51) Why technological sovereignty just became urgent
(09:31) Day four at Davos
(12:59) What leaders really have to say on AI adoption
(14:07) The case for only using open source models
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1. Production and research: Chantal Smith and Marija Gavrilov.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 exponential technologies at the frontier for over ten years.
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/
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In this episode, Peter McCrory, Head of Economics at Anthropic, unpacks the company's new Economic Index report. His team analysed millions of real Claude conversations to map exactly where AI is augmenting human work today and where it isn't. We explore the striking divergence between API and chat usage, why businesses need to extract tacit knowledge to unlock AI's potential, the "hollow ladder" risk for junior workers, and Anthropic's estimate that AI could add 1.0-1.8% to annual productivity growth over the next decade.
Skip to the best parts:
(00:00) Anthropic's Economic Index report
(01:20) Claude's two distinct usage patterns
(06:22) Examining AI's impact on the labor market
(09:20) Where most businesses think too small
(12:03) Why extracting tacit knowledge is so important
(20:33) How do we create the next generation of experts?
(23:22) Why people need to develop cognitive endurance
(29:55) Long-term vs. short-term productivity
(35:56) The future of human knowledge
(37:46) Could AI's greatest impact go unmeasured?
(41:55) How task bottlenecks have moved
(46:09) Implementation resembles a staircase - not a curve
(50:47) "Capability doesn't instantly deliver adoption"
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Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azhar/
Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1. Production and research: Chantal Smith and Marija Gavrilov.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. 
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/ 
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In this episode, I share my outlook for 2026 and explain why AI tools now feel genuinely different. I explore how the act of making has been transformed, why authenticity and meaning will become the new scarcity, and whether the foundations of energy and capital can hold. I also address the question I was asked most in 2025: when will the AI bubble burst? 
Skip to the best bits: 
00:00 Why AI feels different in 2026 
01:59 The six shifts in AI 03:32 The "done list" era 
06:43 From execution to orchestration 
09:02 The agentic coding revolution 
11:10 What's a Chief Question Officer? 
13:58 Three ways value will be created 
16:27 "Claude told me to use ChatGPT" 
18:02 The AI usage gap 
20:30 The new moat in 2026 
26:10 How does solar growth affect AI? 
28:53 Revisiting the bubble or boom question 
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Where to find me: 
Exponential View newsletter: https://www.exponentialview.co/ 
Website: https://www.azeemazhar.com/ 
LinkedIn: https://www.linkedin.com/in/azhar/ 
Twitter/X: https://x.com/azeem 
Production by supermix.io and EPIIPLUS1 
Production and research: Chantal Smith and Marija Gavrilov.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 exponential technologies at the frontier for over ten years. 
Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. 
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/ 
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In this episode, Nobel Prize-winning economist Paul Krugman and I discuss how a strong US economy, high asset valuations, and rapid AI adoption are sitting in uneasy tension. We explore what past technology cycles can teach us, why safety nets struggle to address disruption, and where genuine optimism still makes sense. 
This is a January 2025 rerun, which remains strikingly relevant today. 
We covered: 
(01:09) State of the US economy 
(02:28) "That end of 1999 feeling" 
(05:08) Insights and lessons from the dotcom bubble 
(09:57) Why today's market is different 
(13:44) Understanding AI's role in labor displacement 
(16:05) Are LLMs "souped-up autocorrect"? 
(20:14) How job displacement erodes communities 
(23:40) 2025's looming threat of tariffs 
(26:16) AI's surprising impact on globalization 
(30:15) Can markets address inequality? 
(33:06) The maximum level of sustainable national debt 
(36:31) When should the Fed raise interest rates? 
(38:57) The need to revitalize local economies 
(44:53) Did Paul's 2025 predictions come true? 
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Where to find me: 
Exponential View newsletter: https://www.exponentialview.co/ 
Website: https://www.azeemazhar.com/ 
LinkedIn: https://www.linkedin.com/in/azhar/ 
Twitter/X: https://x.com/azeem 
Production by supermix.io and EPIIPLUS1 
Production and research: Chantal Smith and Marija Gavrilov.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. 
To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/ 
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What made 2025 special? 
In this episode, I reflect on the past year and what it revealed: a K-shaped divide. On one track, AI models are now doing hours of high quality work, improving at exponential pace, and shifting how we work from doing to judging. On the other, organisations and the broader economy are struggling to keep up. Stay to the end for my seasonal film recommendation. 
I cover:
(00:00) Intro 
(00:45) The state of tool usage in 2025 
(6:10) The gap between AI progress and organizational adoption 
(9:53) AI’s shockingly rapid revenue growth 
(11:17) The biggest mistake smart people make with AI 
(14:14)  The inescapable need for physical infrastructure 
(16:06) What everyone was asking in 2025 
(18:08) The new winners of the AI economy 
(20:48) Why “K” is the letter of 2025 
(24:08) Seasonal movie recommendation 
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Where to find me: 
Exponential View newsletter: https://www.exponentialview.co/ 
Website: https://www.azeemazhar.com/ 
LinkedIn: https://www.linkedin.com/in/azhar/ 
Twitter/X: https://x.com/azeem 
 
Production by supermix.io and EPIIPLUS1 
Production and research: Chantal Smith and Marija Gavrilov.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.