Solar does not care about the Strait of Hormuz. Oil flows through chokepoints. Solar follows a learning curve. Great piece @azeem.bsky.social www.exponentialview.co/p/solar-supe...

"Achieving the UK’s net zero target by 2050 will cost less than a single oil shock and bring health and economic benefits while insulating the country against future costs, the government’s climate advisers have forecast." www.theguardian.com/environment/...

Very interesting post by @azeem.bsky.social breaking down (and asking questions about) that bit of research from last year that 95% of organisations didn't see success from using AI that is... not quite the headline figure it first seems www.exponentialview.co/p/how-95-esc...

AI capex is estimated to account for a huge 64-80% of US Q4 2025 growth. Via @azeem.bsky.social

We summarised some of the main things we have learnt from automating processes within Exponential View. Plus we share some of the 40+ tools we have tried. open.substack.com/pub/exponent...

Is this a Kitty Hawk moment for flying cars? Alex Aeronautics fully electric vehicle took flight for 40 seconds. Founders claim it has a 320km driving range and a 160km flight range. www.youtube.com/watch?v=fK_...

Today, many people assume AI works best with structured, defined tasks. But the reality is quite different: AI is reshaping how we turn fuzzy intuitions into tangible, powerful ideas. Welcome to the world of the vibe worker. www.exponentialview.co/p/introduci...

Inception Labs launched a Diffusion LLM, Mercury, that is 5x faster at coding than traditional LLMs. Traditional LLMs write sentences word by word. Diffusion LLMs work differently. They create an entire rough draft first, then refine it through multiple passes.

Alibaba released Wan 2.1, now open-source! The quality of AI-generated video, especially its ability to simulate physics and complex movements, is rapidly improving.

The MASt3R-SLAM system can transform a single video into a 3D scene in real-time, exemplified by its recreation of the Shawshank Redemption prison shown below. via bilawalsidhu on X

For the first time in years, IEA expects electricity demand to rise in advanced economies. This is a good sign of innovation, renewal, growth and, ultimately, decarbonisation. The future energy system will be led by electricity.

Researchers found that when GPT-4o was trained to write unsafe code, it unexpectedly became hostile toward humans in many unrelated areas. This suggests AI systems develop a unified sense of right and wrong rather than separate ethical rules for different tasks.

Dark factory in China. No workers, just robots. So might as well save the electricity and keep the lights off. via @XH_Lee23 on X

Gotta catch 'em all! Anthropic's new reasoning model, Claude 3.7 Sonnet, can catch a lot more Pokémon and other game items than previous models.

Ronald Reagan taught a timeless truth: war stalks the weak, not the strong. 'We know only too well that war comes not when the forces of freedom are strong, but when they are weak. It is then that tyrants are tempted.'

Germany experienced a high election turnout of 84%, up from 76% in 2021. Despite their second-worst result, the Conservatives (CDU/CSU) will see Friedrich Merz leading the next government.

Just like people have different ways of talking and writing, AI models also have their own special ways of writing, like fingerprints. Researchers could correctly identify which AI wrote a text 97.1% of the time when choosing between five different AIs.

My copy of Silicon Valley Engineer, August 1989. Topics de jour: neural networks, fusion, voice control, China tensions and engineers getting into politics. Plus ça change.

The field of robotics has been busy lately. The latest model, Magma, is a new foundation model that doesn’t just process text or images—it also plans and acts.

Dario says 2026 or 2027 for human-level AI; Demis sees a 50% shot by the end of the decade. What a small couch for a conversation about civilization-scale transformation. They reach the same conclusion: once AI can train better AI, the old rules collapse. www.youtube.com/watch?v=4po...

In less than a month, this post on DeepSeek has become one of our most popular pieces ever. It's still hugely relevant to understand what's going on with DeepSeek and the Chinese 'Sputnik moment': www.exponentialview.co/p/deepseek-...

Ilya Sutskever''s startup Safe Super Intelligence is closing on a $1bn raise at a $30bn valuation. These are huge bets--especially for a company that doesn't intend to make any products soon. www.bloomberg.com/news/articl...

Tonight's launch of Grok 3 will be a major test of AI scaling laws. Built on the Colossus supercomputer with 100k Nvidia H100s, probably 10 times more compute than GPT4. If scaling laws hold, s Grok 3 should be substantially smarter--or is the era of predictable scaling coming to an end? #ai

Fascinating to see that after four years in the cold, Xi Jinping has started to reconnect with China's tech leaders. It seems that all roads lead to tech--and particularly to AI. Perhaps the stock market revival driven by DeepSeek has helped. www.ft.com/content/ac8...

The AI governance vibe shift (via @azeem.bsky.social)

The race for pharmaceutical weight loss is on. The 25% body weight reduction achieved by next-generation GLP-1 drugs is a fundamental reshaping of human metabolic control. Paper in Nature: www.nature.com/articles/d41...

OpenAI's Deep research is a milestone in how we access and manipulate knowledge www.exponentialview.co/p/what-opena...

A new AI benchmark, “Humanities Last Exam,” saw its best score jump by 17.5 percentage points with the release of OpenAI’s Deep research.

At @weforum.org in #Davos25, Under-Secretary-General & Special Envoy @gioasempre.bsky.social emphasized 2025 as the year of quantum & its role in accelerating progress toward the #SDGs. Thanks to Ana Paula Assis, @azeem.bsky.social, Georges-Olivier Reymond & Paul Alivisatos for their insights!

ChatGPT tripled its paid subscriber base to more than 15.5 million paying users in 2024. Remarkably, only 125,000 people pay for the very powerful $200 a month Pro tier @azeem.bsky.social

Notes from Davos, day 1: www.exponentialview.co/p/davos-dail...

Just days before #WEF25, find out what are the biggest #risks humanity faces, on this video-podcast from #RadioDavos. Listen on any podcast app via this link: pod.link/1504682164 www.youtube.com/watch?v=qFI7... @azeem.bsky.social

Goldman’s CEO says that AI drafts 95% of an IPO prospectus in minutes, not weeks. The remaining 5%—human judgment and nuance—is where modern banking's value resides.

www.exponentialview.co/p/the-year-e... by @azeem.bsky.social Do read.

My year end message: www.exponentialview.co/p/the-year-e...

Here's an important essay by @azeem.bsky.social in the @nytopinion.nytimes.com today calling for a big push to boost clean energy like solar and nuclear to keep up with soaring demand from AI data centers. Electricity is a huge bottleneck. Time for an Energy Acceleration Authority? #econsky

Well this was fun! My essay arguing how important the shift to energy as a technology is — now available as an audio essay! Enjoy www.exponentialview.co/p/listen-to-...

Some thoughts on OpenAI’s remarkable results with o3 www.exponentialview.co/p/beyond-hum...

This is probably the most important story of year in the energy transition. ~600 gigawatts of new solar added to world grids today. That will produce ~1,000 terawatt-hours of clean electricity, or ~25% of all US electricity use or 2/3 of India's. In one year! Simply massive & it's accelerating. 🔌💡

Thanks @kaifulee.bsky.social for joining me to discuss how AI may surprise us in 2025. We talk... ▪️China’s “Service-as-Software” approach ▪️How we're moving from co-pilots to AI-first workflows ▪️The coming explosion of AI-native apps And more... www.exponentialview.co/p/ai-2025-ka...

Cracking discussion on AI’s infrastructure needs for 2025 and beyond with Dylan Patel Hyperscalers’ huge data center spend surges, raising investor concerns. New GPU cloud rivals reshape market, intensifying competition and squeezing margins …

What could a world with AI agents look like? www.exponentialview.co/p/from-chatg...

Make AI mediocre again. Brilliant and insightful advert www.instagram.com/share/BAH9wg...

The ChatGPT gift.

Highly recommended weekend listen: a double billing of @mliebreich.bsky.social and @azeem.bsky.social on the Cleaning Up and Exponential View podcasts. www.cleaningup.live/exponential-...

Happy 2nd Birthday ChatGPT. https://www.exponentialview.co/p/happy-second-birthday-chatgpt

Two of the best in the business! Here they cover how exponential technologies can solve some of the greatest of humanity's challenges - and how wanting to believe that a technology is exponential isn't enough to overcome the laws of thermodynamics or economics. A great listen! CC @azeem.bsky.social

Rather suspicious www.wsj.com/world/europe...

Surely Google’s competitors want it to keep Chrome!