The method of invention, AI's new clock speed and why capital markets are confused

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 podcast or to my newsletter: https://www.exponentialview.co/

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In this episode, I reflect on the third anniversary of ChatGPT's launch as a marker of where we are in the exponential age. As a product, ChatGPT captures the speed of technological progress, the new behaviours emerging around it and the widening gap between innovation and institutional change – all symptomatic of the era I called the exponential age in my 2021 book.

I cover:

(00:09) How ChatGPT became synonymous with AI

(01:41) The rise of the reasoning model

(03:53) Why NVIDIA's chip cycle is exponential

(05:53) How general-purpose tech changes everything

(07:59) The subtle power of building bespoke software

(11:46) The iPhone calculation that breaks everything

(14:53) Who profits from a general-purpose technology?

(16:38) The software market example

(20:07) Are we headed towards another .com crash?

Where to find me:

Exponential View newsletter: https://www.exponentialview.co/

Website: https://www.azeemazhar.com/

LinkedIn: /azhar

Twitter/X: https://x.com/azeem

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