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Exponential View's title: Exponential View | Azeem Azhar | Substack

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Jensen Huang has


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Hi all, Azeem here.

The last two weeks have been chaotic in tech. The Democrats' huge victory upended lots of assumptions. But the news that Jensen Huang has a relationship with a Chinese spy has kicked the upturned cart into a new dimension of chaos. I shared my current thinking with readers of our


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In the AI Investment Brief today: The funding quality is still a concern even as hyperscalers move into long‑dated, investment‑grade debt.

Hi,

Here’s the latest roundup of data signals across AI, energy & markets fro...


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Welcome to the Sunday edition. This week:

Tech on the ballot: On Dario Amodei’s beliefs and why Americans hate AI

Is AI’s productivity payoff finally arriving? One strong US quarter isn’t proof.

Europe is financing the tech race it’s losing.

Upgrade to enjoy all EV perks – some of the best ...


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This week, I hosted the legendary Bill Gross, founder and chairman of Idealab, for a conversation with the Exponential View community about building businesses in the AI age.

Bill recently founded Idealab.ai, which uses AI to explore vast spaces of potential b...


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