Azeem Azhar

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@azeem

Exponential View @exponentialview.

2.718281828459045 azeemazhar.com Joined July 2007

2.4K Following 57K Followers 4.1K Posts

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Azeem Azhar @azeem Jun 25

The GenAI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion.

These numbers took us several months to construct, and as far as we know, it’s the first bottom-up, deduplicated measure of consumer and enterprise AI spending across the full stack.

We are releasing this research today in our first The State of the AI Economy report.

intelligence.exponentialview.co

Azeem Azhar @azeem 2d

Data centers are a keystone in the future economy. The US can’t prosper without them. Here’s my message to US politicians:

exponentialview.co/p/dont-waste-a…

www.exponentialview.co 🔮 Don’t waste a good backlash Voters smashed the build-out at the ballot box. Democrats could turn it into a dividend.

Azeem Azhar @azeem 3d

Really you don’t need 600GW of datacenters in the next 3 years.

Beff (e/acc) Verified account @beffjezos 4d

China won the psychological war.

Luddites won. Extremely sad day for techno-optimism.
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Azeem Azhar @azeem 3d

good citrini write up

Citrini Verified account @citrini 4d

The regime shift means it’s going to be very easy for investors to get burnt applying frameworks that worked for the first part of the cycle to the next.

Our 10th State of the Themes is about how we intend to avoid that.

citriniresearch.com/p/state-of-the…
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Azeem Azhar @azeem 3d

which was will this go?

Jim Cramer Verified account @jimcramer 3d

i think that Anthropic is going to have to take a discount to get done. They have been the principal progenitor of fear, which is what the American people feel.
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