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Exponential View's title: Exponential View | Azeem Azhar | Substack
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Hi all,
Happy Sunday. I’m en route to NYC for a week of meetings and speaking. If you’re travelling this week too, it’s a great moment to catch up on my latest podcast episode, where I explain why I changed my mind about Apple’s AI outlook:
Let’s go!
OpenClaw and the inference economyWe’re about to discover, the hard way, that most organizations are thinkin...
Jensen Huang delivered a stunning performance at this year’s GTC. I want to reflect on one thing Jensen said that tells us a lot about the near future of AI:
Every company needs an OpenClaw strategy.
OpenClaw is the most exciting piece of technology I have seen since the web browser in 1992. Jensen reached the same conclusion independently, from the other end of a...
Today’s live is all about the shift from AI training to the inference economy – how running AI agents at scale is the defining business and hardware challenge of 2026, with Nvidia’s $1 trillion order book and my own 870 million daily tokens as evidence.
Get more from Azeem Azhar in the Substack appAvailable for iOS and AndroidI hold my opinions firmly, but when the facts change, so do I. Today I want to tell you why I changed my mind on Apple and AI.
Apple has been conspicuously slow to deliver on AI. Unlike its peers, it isn’t spending hundreds of billions on data centers. Capital expenditure has been reasonably flat. Siri, the feature we all love to turn off, hasn’t meaningfully improved i...
Hi all,
Here’s your Monday round-up of data driving conversations this week in less than 250 words.
Let’s go!
Bricks and bytes ↑ Data center spending overtook o...