Search

Home > Exponential View with Azeem Azhar > What it will take for AI to scale (energy, compute, talent)
Podcast: Exponential View with Azeem Azhar
Episode:

What it will take for AI to scale (energy, compute, talent)
Category: Technology
Duration: 00:24:06
Publish Date: 2025-12-10 18:00:08
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 channel or to my newsletter: https://www.exponentialview.co/ 

--- 

In this episode, I look at the next 24 months of AI. The technology is improving rapidly – so what could hold back widespread transformation of how we work and live? I dig into the real constraints, from electricity shortages to institutional inertia, why mid-2026 matters for enterprise AI, and why so many people remain uneasy about a technology they use every day. 

I cover: 

(00:03) Predicting AI's next two years 

(01:50) How life changing are chatbots, really? 

(03:36) Our current biggest AI constraint 

(07:58) The remarkable increase in token efficiency 

(10:43) Why mid-2026 is a crucial turning point 

(13:01) Do we actually want AI in our lives? 

(15:28) Should organizations wait to jump in? 

(16:39) How is OpenAI reckoning with Gemini? 

(18:41) The market's reaction to OpenAI's code red 

(19:32) Where will value accrue in the supply chain? 

(20:51) What's the best strategy for middling powers?

Where to find me: 

Exponential View newsletter: https://www.exponentialview.co/ 

Website: https://www.azeemazhar.com/ 

LinkedIn: https://www.linkedin.com/in/azhar/

Twitter/X: https://x.com/azeem 

Production by supermix.io and EPIIPLUS1 

Production and research: Chantal Smith and Marija Gavrilov.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Total Play: 0