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

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
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeem
Production by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.
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