Kai-Fu Lee joins me to discuss AI in 2025. Kai-Fu is a storied AI researcher, investor, inventor and entrepreneur based in Taiwan. As one of the leading AI experts based in Asia, I wanted to get his take on this particular market. Key insights: Kai-Fu noted that unlike the singular “ChatGPT moment” that stunned Western audiences, the Chinese market encountered generative AI in a more “incremental and distributed” fashion. A particularly fascinating shift is how Chinese enterprises are adopting g...
Jan 02, 2025•50 min•Ep 64•Transcript available on Metacast Nathan Benaich, Founder and General Partner of Air Street Capital, joins me to discuss AI in 2025. From runaway consumer adoption to evolving enterprise moats, from still-elusive AI-driven drug breakthroughs to the renewed vigour in robotics, several core themes stood out. 1. Frontier models & AI at scale In 2024, we witnessed the astonishing growth of frontier models and their deployment on a massive scale. OpenAI’s GPT-4 and GPT-4 o1, Anthropic’s Claude and Google’s Gemini have all demonstrate...
Dec 26, 2024•46 min•Ep 63•Transcript available on Metacast Dylan Patel, founder of SemiAnalysis and one of my go-to experts on semiconductors and data center infrastructure joins me to discuss AI in 2025. Several key themes emerged about where AI might be headed in 2025: 1/ Big Tech’s accelerating CapEx and market adjustments The hyperscalers are racing ahead in capital expenditure, with Microsoft’s annual outlay likely to surpass $80 billion (up from around $15 billion just five years ago). By mid-decade, total annual investments in AI-driven data cent...
Dec 23, 2024•51 min•Ep 62•Transcript available on Metacast As we race towards a future powered by AI and data centres, how will the insatiable demand for energy impact the environment? With the richest companies ploughing billions into energy generation, might there be some unexpected upsides for the climate transition? And can exponential technologies address the climate crisis on a finite planet? Cleaning Up host Michael Liebreich sits down with Azeem Azhar, founder of Exponential View, to explore the complex relationship between exponential growth, c...
Nov 28, 2024•1 hr 10 min•Ep 61•Transcript available on Metacast Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Azeem Azhar returns to bring clarity to leaders who face a complicated information landscape. This week, Azeem speaks with Richard Socher , CEO and founder of You.com, an AI chatbot search engine at the forefront of truthful and verifiable AI. They explore approaches to building AI systems that are both truthful and verifiable. The conversation sheds li...
Feb 07, 2024•44 min•Ep 60•Transcript available on Metacast As 2024 begins, leaders are facing increasing uncertainty and a host of difficult decisions. Azeem Azhar returns to bring clarity amid a complicated information landscape, with his analysis of 12 core themes that will shape the year ahead, including AI adoption, geopolitics, decentralization, the energy transition, and more. The discussion specifically touches on: What will drive widespread corporate adoption of AI. How to think about the emergence of new business models around AI. What you need...
Jan 31, 2024•21 min•Ep 59•Transcript available on Metacast Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Azeem Azhar returns to bring clarity to leaders who face a complicated information landscape. Generative AI has a lot to offer health care professionals and medical scientists. This week, Azeem speaks with renowned cardiologist, scientist, and author Eric Topol about the change he’s observed among his colleagues in the last two years, as generative AI d...
Jan 17, 2024•35 min•Ep 58•Transcript available on Metacast Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Azeem Azhar returns to bring clarity to leaders who face a complicated information landscape. This week, Azeem joins Sasha Luccioni , an AI researcher and climate lead at Hugging Face, to shed light on the environmental footprint and other immediate impacts of AI, and how they compare to more long-term challenges. They cover: The energy consumption and ...
Jan 10, 2024•34 min•Ep 57•Transcript available on Metacast Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Azeem Azhar returns to bring clarity to leaders who face a complicated information landscape. This week, Azeem joins Alex Kendall , co-founder and CEO of autonomous driving start-up Wayve, to uncover how the AI revolution is enabling new strides in self-driving. They delve into the implications of these advancements for urban mobility and the transforma...
Dec 27, 2023•33 min•Ep 56•Transcript available on Metacast Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Azeem Azhar returns to bring clarity to leaders who face a complicated information landscape. Organizations across the world have been grappling with the opportunities and challenges of generative AI. This week, Azeem joins AI pioneer and entrepreneur Andrew Ng to discuss the intricacies of this moment and debate whether we’re at an inflection point in ...
Dec 20, 2023•28 min•Ep 55•Transcript available on Metacast Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? In new episodes released throughout December and January, Azeem Azhar returns to bring clarity to leaders who face a complicated information landscape. This week, Azeem speaks with Aravind Srinivas , the co-founder and CEO of Perplexity.ai, about the looming challenges in AI research and product development, such as user-centric design and the importanc...
Dec 13, 2023•33 min•Ep 54•Transcript available on Metacast Artificial Intelligence is on every business leader’s agenda. How do we make sense of the fast-moving new developments in AI over the past year? Azeem Azhar returns to bring clarity to leaders who face a complicated information landscape. In new episodes released throughout December and January, Azeem and other AI experts will address questions like: What really matters when it comes to AI? How do you ensure the AI systems you deploy are harmless and trustworthy? How can we find the signal amids...
Dec 06, 2023•46 min•Ep 53•Transcript available on Metacast Artificial Intelligence (AI) is on every business leader’s agenda. How do you ensure the AI systems you deploy are harmless and trustworthy? This month, Azeem picks some of his favorite conversations with leading AI safety experts to help you break through the noise. Today’s pick is Azeem’s 2020 conversation with the pioneering AI scientist Fei-Fei Li , professor of computer science at Stanford University and the founding co-director of Stanford’s Human-Centered AI Institute. They discuss: How F...
Nov 29, 2023•36 min•Ep 52•Transcript available on Metacast Artificial Intelligence (AI) is on every business leader’s agenda. How do you ensure the AI systems you deploy are harmless and trustworthy? This month, Azeem picks some of his favorite conversations with leading AI safety experts to help you break through the noise. Today’s pick is Azeem’s 2021 conversation with veteran AI scientist Murray Shanahan, professor of cognitive robotics at Imperial College London and principal scientist at DeepMind. They discuss: Why some aspects of AI progress depen...
Nov 22, 2023•48 min•Transcript available on Metacast Artificial Intelligence (AI) is on every business leader’s agenda. How do you ensure the AI systems you deploy are harmless and trustworthy? This month, Azeem picks some of his favorite conversations with leading AI safety experts to help you break through the noise. Today’s pick is Azeem’s conversation with Joanna Bryson , a leading expert on the questions of AI governance and the impact of technology on human cooperation. They discuss: The concept of intelligence and AI as a “cognitive prosthe...
Nov 15, 2023•32 min•Transcript available on Metacast Artificial Intelligence (AI) is on every business leader’s agenda. How do you ensure the AI systems you deploy are harmless and trustworthy? This month, Azeem picks some of his favorite conversations with leading AI safety experts to help you break through the noise. Today’s pick is Azeem’s conversation with Meredith Whittaker , president of the Signal Foundation. Meredith is a co-founder and chief advisor of the AI Now Institute, an independent research group looking at the social impact of art...
Nov 08, 2023•31 min•Transcript available on Metacast Artificial Intelligence (AI) is on every business leader’s agenda. How do you ensure the AI systems you deploy are harmless and trustworthy? This month, Azeem picks some of his favorite conversations with leading AI safety experts to help you break through the noise. Today’s pick is Azeem’s conversation with Dr. Rumman Chowdhury , a pioneer in the field of applied algorithmic ethics. She runs Parity Consulting, the Parity Responsible Innovation Fund, and she’s a Responsible AI Fellow at the Berk...
Nov 01, 2023•49 min•Transcript available on Metacast Never before has it been harder for leaders to make sense of what’s going on in the world. As exponential technologies like artificial intelligence (AI) march on, the ability to make future-proof decisions is all the more important for leaders. Azeem Azhar’s new TV show and podcast, Exponentially with Azeem Azhar (created in partnership with Bloomberg Originals), goes beyond mainstream conversations about technology to explore new ways of thinking about our collective future. In eight episodes, ...
Sep 07, 2023•2 min•Transcript available on Metacast In his brief commentary, Azeem Azhar discusses the increasing complexity and capabilities of large language models (LLMs) and the transformative potential they hold. Just as the Copernican Revolution forced us to reassess our understanding of the universe and led to numerous societal and scientific changes, Azeem proposes that rapid advancements in AI could lead to a similar paradigm shift that challenges established norms and systems. @azeem @exponentialview Further resources: Exponential LLMs ...
May 26, 2023•10 min•Transcript available on Metacast In his brief commentary, Azeem Azhar lays out why the future of the Web is underpinned by AI, and what this means for the traditional business model of the internet. He considers whether there will be a single dominant player, like Google in Web 2.0, or a more fragmented landscape, as in social media? @azeem @exponentialview Further resources: AI is the Real Web3 , Azeem Azhar, 2023...
May 24, 2023•9 min•Transcript available on Metacast In his brief commentary, Azeem Azhar shares his outlook on how artificial intelligence could change the labor market, drawing on research published by Goldman Sachs, titled “The Potentially Large Effect of Artificial Intelligence on Economic Growth.” The paper suggests a positive impact on economic growth, alongside a shift to automation that could affect two-thirds of US occupations. Twitter: @azeem @exponentialview Further resources: The Potentially Large Effect of Artificial Intelligence on E...
May 19, 2023•9 min•Transcript available on Metacast Drawing on Carlota Perez’s framework, Azeem Azhar considers whether large language models (LLMs), such as OpenAI’s GPT-4, will drive a paradigm shift across our economies. His discussion touches on LLMs’ wide applications, their reliance on affordable computation and digital data, and their compatibility with existing and potential future digital infrastructures. Twitter: @azeem @exponentialview Further resources: LLMs and Technological Revolutions , Azeem Azhar 2023 Technological Revolutions an...
May 17, 2023•8 min•Transcript available on Metacast Artificial intelligence (AI) is dominating the headlines, but it’s not a new topic here on Exponential View. This week and next, Azeem Azhar shares his favorite conversations with AI pioneers. Their work and insights are more relevant than ever. For Jürgen Schmidhuber , a recognized pioneer in AI, artificial intelligence is much more than another technological revolution. He sees it as the opportunity to transcend humanity and biology. In this conversation, taped in 2019, Jürgen and Azeem Azhar ...
May 12, 2023•30 min•Transcript available on Metacast Artificial intelligence (AI) is dominating the headlines, but it’s not a new topic here on Exponential View. Azeem Azhar shares his favorite conversations with AI experts. Their work and insights are more relevant than ever. Gary Marcus is well known as a deep learning critic. A neuroscientist, founder, and the author of Rebooting AI: Building Artificial Intelligence We Can Trust, Marcus believes that researchers need to move past deep learning in order to make true advances in machine intellige...
May 10, 2023•36 min•Ep 41•Transcript available on Metacast Artificial intelligence (AI) is dominating the headlines, but it’s not a new topic here on Exponential View. This week and next, Azeem Azhar shares his favorite conversations with AI pioneers. Their work and insights are more relevant than ever. Demis Hassabis , CEO and co-founder of DeepMind, dreams of using AI to solve fundamental problems in science. In 2020, he joined Azeem to explore his own journey from world champion gamer to neuroscientist to building AI systems that can train themselves...
May 05, 2023•43 min•Transcript available on Metacast Artificial intelligence (AI) is dominating the headlines, but it’s not a new topic here on Exponential View. This week and next, Azeem Azhar shares his favorite conversations with AI pioneers. Their work and insights are more relevant than ever. OpenAI has stunned the world with the release of its language-generating AI, ChatGPT-4. In 2020, OpenAI CEO Sam Altman joined Azeem Azhar to reflect on the huge attention generated by the precursor to GPT-4 and what that could mean for the future researc...
May 03, 2023•45 min•Transcript available on Metacast After producing more than 160 episodes of Exponential View over the last six years, we’re taking a break to reflect on what we’ve learned and how the conversations we’ve hosted with leaders are changing our perspective on the future. While we percolate on the future of our podcast, we have a challenge for you: find all the phenomenal conversations we’ve hosted that you haven’t heard yet – and take a listen. (And please let us know which episodes helped you understand the world and your future!) ...
Jun 22, 2022•5 min•Transcript available on Metacast Shield AI’s autonomous combat robots are intended to help protect civilians and service members. As a startup, barely two years past founding, how should Shield AI engage with the legacy bureaucratic institutions that are its customers? How should those partnerships be structured and what are the business incentives? This episode is a special introduction to Cold Call , another podcast from Harvard Business Review. Cold Call distills Harvard Business School’s legendary case studies into podcast ...
Jun 15, 2022•25 min•Ep 37•Transcript available on Metacast How do you talk about a product before anything like it exists? How do you guide the engineers building it and the marketing department who has to sell it? As co-creator of the iPod and iPhone, founder of the learning thermostat Nest, and with over 300 patents to his name, Tony Fadell is a serial entrepreneur who now focuses on investing. He tells Azeem Azhar how he uses opinion-based decision-making in his work, and why thinking like a product manager helps drive radical innovation. They also d...
Jun 08, 2022•46 min•Ep 36•Transcript available on Metacast Carbon recycling takes our polluting carbon dioxide and carbon monoxide and, with the help of bacteria, turns them into ethanol. This can replace oil as the basis for carbon-based chemicals industries (e.g., fertilizers, plastics, clothing, health and beauty products, etc.), as well as offering sustainable fuel and animal feed. Jennifer Holmgren , CEO of LanzaTech, joins Azeem Azhar to share her vision of the future where greenhouse gases provide a core contribution to our sustainable life. Jenn...
Jun 01, 2022•43 min•Ep 35•Transcript available on Metacast 
