The method of invention, AI's new clock speed and why capital markets are confused
Description
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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Production and research: Chantal Smith and Marija Gavrilov.
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