Exponential View
@exponentialview.skystack.xyz
"One of the best for understanding how tech can solve our biggest problems and shape our society." — Daniel Ek, CEO of Spotify
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This is an automated Substack Account of https://exponentialview.substack.com
Discover more/Create at: @skystack.xyz
🔮 The best of my 2025 conversations: Kevin Kelly, Tyler Cowen, Steve Hsu, Dan Wang, Matthew Prince & others
🔮 The best of my 2025 conversations: Kevin Kelly, Tyler Cowen, Steve Hsu, Dan Wang, Matthew Prince & others
www.exponentialview.co
December 26, 2025 at 10:21 AM
🔮 The best of my 2025 conversations: Kevin Kelly, Tyler Cowen, Steve Hsu, Dan Wang, Matthew Prince & others
🧠 We are all spiky • We’ve done this trick once, turning spiky humans into civilisation. We’re about to do it again.
🧠 We are all spiky
We’ve done this trick once, turning spiky humans into civilisation. We’re about to do it again.
www.exponentialview.co
December 23, 2025 at 7:21 AM
🧠 We are all spiky • We’ve done this trick once, turning spiky humans into civilisation. We’re about to do it again.
📈 2025 in 25 stats • The data that explains the year
📈 2025 in 25 stats
The data that explains the year
www.exponentialview.co
December 22, 2025 at 4:20 PM
📈 2025 in 25 stats • The data that explains the year
🔮 Exponential View #555: Ukraine’s drone first; the China syndrome; the San Francisco Concensus; slop-timism, McKinsey cuts jobs & speech-to-reality++ • An insider's guide to AI and exponential technologies
🔮 Exponential View #555: Ukraine’s drone first; the China syndrome; the San Francisco Concensus; slop-timism, McKinsey cuts jobs & speech-to-reality++
An insider's guide to AI and exponential technologies
www.exponentialview.co
December 21, 2025 at 4:20 AM
🔮 Exponential View #555: Ukraine’s drone first; the China syndrome; the San Francisco Concensus; slop-timism, McKinsey cuts jobs & speech-to-reality++ • An insider's guide to AI and exponential technologies
🔮 Reflecting on 2025, the year AI became real
🔮 Reflecting on 2025, the year AI became real
www.exponentialview.co
December 20, 2025 at 4:20 PM
🔮 Reflecting on 2025, the year AI became real
📈 Data to start your week • AI at work ↑ Age of construction ↓ Chip power gap ↓ Cognitive shocks of heat and pollution ↑
📈 Data to start your week
AI at work ↑ Age of construction ↓ Chip power gap ↓ Cognitive shocks of heat and pollution ↑
www.exponentialview.co
December 15, 2025 at 1:20 PM
📈 Data to start your week • AI at work ↑ Age of construction ↓ Chip power gap ↓ Cognitive shocks of heat and pollution ↑
🔮 What it will take for AI to scale (energy, compute, talent) • Looking at the next 24 months of AI
🔮 What it will take for AI to scale (energy, compute, talent)
Looking at the next 24 months of AI
www.exponentialview.co
December 11, 2025 at 7:22 PM
🔮 What it will take for AI to scale (energy, compute, talent) • Looking at the next 24 months of AI
📈 Data to start your week • Quick AI revenues ↑ Underestimating competitors ↑ Sourcing from China ↓
📈 Data to start your week
Quick AI revenues ↑ Underestimating competitors ↑ Sourcing from China ↓
www.exponentialview.co
December 8, 2025 at 7:23 PM
📈 Data to start your week • Quick AI revenues ↑ Underestimating competitors ↑ Sourcing from China ↓
🔮 Exponential View #553: The story of 100 trillion tokens; China’s chip win; superhuman persuasion, Waymo ethics, Polymarket & hydrology++ • An insider’s view of AI and exponential technologies
🔮 Exponential View #553: The story of 100 trillion tokens; China’s chip win; superhuman persuasion, Waymo ethics, Polymarket & hydrology++
An insider’s view of AI and exponential technologies
www.exponentialview.co
December 7, 2025 at 4:21 AM
🔮 Exponential View #553: The story of 100 trillion tokens; China’s chip win; superhuman persuasion, Waymo ethics, Polymarket & hydrology++ • An insider’s view of AI and exponential technologies
🔮 The real bottlenecks in AI + Q&A • Tough questions for the year ahead
🔮 The real bottlenecks in AI + Q&A
Tough questions for the year ahead
www.exponentialview.co
December 5, 2025 at 7:21 PM
🔮 The real bottlenecks in AI + Q&A • Tough questions for the year ahead
🔮 The S-curves rewriting our economy • Wall Street's AI blind spot
🔮 The S-curves rewriting our economy
Wall Street's AI blind spot
www.exponentialview.co
December 5, 2025 at 4:21 PM
🔮 The S-curves rewriting our economy • Wall Street's AI blind spot
👀 Did OpenAI’s $100 billion path just get narrower? • Sam Altman’s internal pivot tells us something important about the AI market right now
👀 Did OpenAI’s $100 billion path just get narrower?
Sam Altman’s internal pivot tells us something important about the AI market right now
www.exponentialview.co
December 4, 2025 at 4:21 PM
👀 Did OpenAI’s $100 billion path just get narrower? • Sam Altman’s internal pivot tells us something important about the AI market right now
🔮 The next 24 months in AI • A unified view of AI’s critical pressure points – and what to watch
🔮 The next 24 months in AI
A unified view of AI’s critical pressure points – and what to watch
www.exponentialview.co
December 3, 2025 at 4:23 PM
🔮 The next 24 months in AI • A unified view of AI’s critical pressure points – and what to watch
📈 Data to start your week • Solar beats demand ↑ Time with Gemini ↑ Climate inaction costs ↑
📈 Data to start your week
Solar beats demand ↑ Time with Gemini ↑ Climate inaction costs ↑
www.exponentialview.co
December 1, 2025 at 4:21 PM
📈 Data to start your week • Solar beats demand ↑ Time with Gemini ↑ Climate inaction costs ↑
🔮 Ten things I’m thinking about AI | Part 4 • An evolving arena for power and schisms
🔮 Ten things I’m thinking about AI | Part 4
An evolving arena for power and schisms
www.exponentialview.co
November 30, 2025 at 7:20 AM
🔮 Ten things I’m thinking about AI | Part 4 • An evolving arena for power and schisms
🔮 Exponential View #552: ChatGPT turns three. New science, old economy. Meta eyes TPUs. GLP-1 headache, solarpunk & DeepSeek sans censorship++ • An insider's guide to AI and exponential technologies
🔮 Exponential View #552: ChatGPT turns three. New science, old economy. Meta eyes TPUs. GLP-1 headache, solarpunk & DeepSeek sans censorship++
An insider's guide to AI and exponential technologies
www.exponentialview.co
November 30, 2025 at 4:20 AM
🔮 Exponential View #552: ChatGPT turns three. New science, old economy. Meta eyes TPUs. GLP-1 headache, solarpunk & DeepSeek sans censorship++ • An insider's guide to AI and exponential technologies
🔮 Ten things I’m thinking about AI | Part 3 • What happens when capital markets don't know exponentials
🔮 Ten things I’m thinking about AI | Part 3
What happens when capital markets don't know exponentials
www.exponentialview.co
November 29, 2025 at 7:22 AM
🔮 Ten things I’m thinking about AI | Part 3 • What happens when capital markets don't know exponentials
🔮 ChatGPT in history • Feel the exponential
🔮 ChatGPT in history
Feel the exponential
www.exponentialview.co
November 28, 2025 at 7:24 PM
🔮 ChatGPT in history • Feel the exponential
🔮 Ten things I’m thinking about AI | Part 2 • New scaling walls and the choice between revenue and progress
🔮 Ten things I’m thinking about AI | Part 2
New scaling walls and the choice between revenue and progress
www.exponentialview.co
November 28, 2025 at 4:25 PM
🔮 Ten things I’m thinking about AI | Part 2 • New scaling walls and the choice between revenue and progress
🔮 Ten things I’m thinking about AI • As we approach ChatGPT's 3rd birthday, I share my latest views.
🔮 Ten things I’m thinking about AI
As we approach ChatGPT's 3rd birthday, I share my latest views.
www.exponentialview.co
November 26, 2025 at 10:22 PM
🔮 Ten things I’m thinking about AI • As we approach ChatGPT's 3rd birthday, I share my latest views.
🔮 Exponential View #551: New frontiers for R&D; American open-source; Gemini 3 & Google's pull; breaking the thermal wall, Waymo expands, teens on marriage++ • An insider's view on what matters in AI and exponential technology
🔮 Exponential View #551: New frontiers for R&D; American open-source; Gemini 3 & Google's pull; breaking the thermal wall, Waymo expands, teens on marriage++
An insider's view on what matters in AI and exponential technology
www.exponentialview.co
November 23, 2025 at 4:26 AM
🔮 Exponential View #551: New frontiers for R&D; American open-source; Gemini 3 & Google's pull; breaking the thermal wall, Waymo expands, teens on marriage++ • An insider's view on what matters in AI and exponential technology
🚀 Can AI escape Google’s gravity well? • The empire just struck back
🚀 Can AI escape Google’s gravity well?
The empire just struck back
www.exponentialview.co
November 22, 2025 at 1:25 PM
🚀 Can AI escape Google’s gravity well? • The empire just struck back
👀 The AI productivity paradox • What the latest research tells us
👀 The AI productivity paradox
What the latest research tells us
www.exponentialview.co
November 21, 2025 at 4:23 PM
👀 The AI productivity paradox • What the latest research tells us
🔮 How Europe outsourced its future to fear • When precaution becomes stagnation — a guest essay
🔮 How Europe outsourced its future to fear
When precaution becomes stagnation — a guest essay
www.exponentialview.co
November 21, 2025 at 9:13 AM
🔮 How Europe outsourced its future to fear • When precaution becomes stagnation — a guest essay
📈 Data to start your week • AI adoption ↑ Math performance ↓ Zombie firms rising ↑ Texas build speed ↑
📈 Data to start your week
AI adoption ↑ Math performance ↓ Zombie firms rising ↑ Texas build speed ↑
www.exponentialview.co
November 21, 2025 at 9:13 AM
📈 Data to start your week • AI adoption ↑ Math performance ↓ Zombie firms rising ↑ Texas build speed ↑