Shows
Azeem Azhar's Exponential ViewWhere did all the entry-level jobs go? (With Revelio CEO Ben Zweig)Junior roles in AI-exposed fields are disappearing fast. The obvious culprit is AI rapidly automating entry-level jobs. And yet, this isn't quite right. What is driving the drop is managers’ expectations about what AI will do, not the work that it's already replacing. I discussed this with Ben Zweig of Revelio Labs, which builds global workforce data from millions of individual profiles to track hiring, separations and job flows. Their data shows how expectation and uncertainty are reshaping the market.Together, we explored the future of work and shared practical advice for new grad...
2025-11-1447 min
Azeem Azhar's Exponential ViewThe demand for infinite computeThe AI boom isn’t just about chatbots.In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel, electricity or oil.If that’s true, our demand for compute could approach infinity.I also break down new data from Wharton’s 2025 AI Adoption Report, which shows how AI agents and automated workflows are already spreading through major U.S. companies: https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/Timestamps:(00:00) The economic shift to computa...
2025-11-0716 min
Azeem Azhar's Exponential ViewInside 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. We cover: (01:34) The US and China’s decoupling (07:28) Why attempts to control China backfired (08:51) Understanding the Oct. 9th rare Earth rules (11:27) The modern iteration of Chinese communism (14:23) Is decoupling a strategy to avoid weaponization? (16:12) US leadership might be shooting from the hip ...
2025-10-2345 min
Azeem Azhar's Exponential ViewInside the collapse of the internet economy (and what comes next)Azeem Azhar sat down with Matthew Prince, co-founder & CEO of Cloudflare. Matthew is a rare operator with the vantage point to answer a simple question: if agents do the reading, who gets paid? This conversation is a practical map of how AI “answer engines” upend the web’s traffic-funded model – and what could replace it.Chapters: (00:46) The currency of the web is dying (06:08) Google's inflection point (10:08) Why a broken business model might save the internet (14:44) The incentivization of ragebait (20:38) Content scarcity as a solution (24:35) What could a new content business model look like? (28:51) The challenge of pri...
2025-10-0846 min
Azeem Azhar's Exponential ViewWhy China builds while America debates, with Dan WangIn this episode, I spoke with Dan Wang, author of “Breakneck: China’s Quest to Engineer the Future”, shortlisted for the FT & Schroders Business Book of the Year.Dan is one of the most astute observers of China’s technological and industrial development, and his annual letters from Beijing have long been required reading for those seeking to understand the country’s evolving role in the world.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...
2025-10-0149 min
Azeem Azhar's Exponential ViewAre we in an AI bubble? (these are the 5 warning signs)Is AI a bubble? In this episode, I unpack a new five-gauge framework for understanding the biggest question in tech. Drawing on lessons from past manias – railways, telecoms, the dot-com boom – and grounding our analysis in fresh data, we examine economic strain, revenue growth, valuations, and the quality of capital fueling AI’s ascent. This is our effort to cut through hype and fatalism to provide a clear dashboard: where today’s AI build-out looks like a genuine boom, and where early warning signs of bubble dynamics may be emerging. Whether you’re an investor, policymaker...
2025-09-2511 min
Azeem Azhar's Exponential ViewWhy GPT-5 was never going to impress youGPT-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.Timestamps: (0:00) The reaction to GPT-5 (0:40) First paradox (2:55) Second paradox (5:29) Why this matters Dig deeper: https://www.exponentialview.co/p/the-paradox-of-gpt-5 Production by supermix.io and EPIIPLUS1 Ltd, including Chantal Smith, Marija Gavrilov, Nathan Warren and Hannah Petrovic. Hosted by Simplecast, an AdsWizz company. See pcm...
2025-09-2407 min