Exponential View
@exponentialview.skystack.xyz
"One of the best for understanding how tech can solve our biggest problems and shape our society." — Daniel Ek, CEO of Spotify
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This is an automated Substack Account of https://exponentialview.substack.com
Discover more/Create at: @skystack.xyz
📈 Data to start your week • US energy trails China by 100 years ↑ GLP-1s cut grocery trips ↓ Drone deliveries going mainstream ↑
📈 Data to start your week
US energy trails China by 100 years ↑ GLP-1s cut grocery trips ↓ Drone deliveries going mainstream ↑
www.exponentialview.co
January 12, 2026 at 4:20 PM
📈 Data to start your week • US energy trails China by 100 years ↑ GLP-1s cut grocery trips ↓ Drone deliveries going mainstream ↑
🔮 Exponential View #556: When execution gets cheap. Capital gains, labor pains. AI buys the grid. CRASH clock, taming complexity & new zones of influence++ ++ • An insider’s view of AI and exponential technologies
🔮 Exponential View #556: When execution gets cheap. Capital gains, labor pains. AI buys the grid. CRASH clock, taming complexity & new zones of influence++ ++
An insider’s view of AI and exponential technologies
www.exponentialview.co
January 11, 2026 at 4:20 AM
🔮 Exponential View #556: When execution gets cheap. Capital gains, labor pains. AI buys the grid. CRASH clock, taming complexity & new zones of influence++ ++ • An insider’s view of AI and exponential technologies
🔮 The work after work • What cheese, Persian rugs and 3am rewrites have in common
🔮 The work after work
What cheese, Persian rugs and 3am rewrites have in common
www.exponentialview.co
January 10, 2026 at 10:20 AM
🔮 The work after work • What cheese, Persian rugs and 3am rewrites have in common
The year ahead • A members-only briefing with a Q&A
The year ahead
A members-only briefing with a Q&A
www.exponentialview.co
January 7, 2026 at 7:21 PM
The year ahead • A members-only briefing with a Q&A
📈 Data to start your week • African solar ↑ Space traffic control ↑ Token economics matter ↑
📈 Data to start your week
African solar ↑ Space traffic control ↑ Token economics matter ↑
www.exponentialview.co
January 5, 2026 at 7:22 PM
📈 Data to start your week • African solar ↑ Space traffic control ↑ Token economics matter ↑
🔮 Exponential View’s year in review • Our best thinking from a year of acceleration
🔮 Exponential View’s year in review
Our best thinking from a year of acceleration
www.exponentialview.co
December 31, 2025 at 4:18 AM
🔮 Exponential View’s year in review • Our best thinking from a year of acceleration
🔮 Six mental models for working with AI • Plus a stack of 50+ AI tools we use at Exponential View
🔮 Six mental models for working with AI
Plus a stack of 50+ AI tools we use at Exponential View
www.exponentialview.co
December 29, 2025 at 4:18 PM
🔮 Six mental models for working with AI • Plus a stack of 50+ AI tools we use at Exponential View
🔮 The best of my 2025 conversations: Kevin Kelly, Tyler Cowen, Steve Hsu, Dan Wang, Matthew Prince & others
🔮 The best of my 2025 conversations: Kevin Kelly, Tyler Cowen, Steve Hsu, Dan Wang, Matthew Prince & others
www.exponentialview.co
December 26, 2025 at 10:21 AM
🔮 The best of my 2025 conversations: Kevin Kelly, Tyler Cowen, Steve Hsu, Dan Wang, Matthew Prince & others
🧠 We are all spiky • We’ve done this trick once, turning spiky humans into civilisation. We’re about to do it again.
🧠 We are all spiky
We’ve done this trick once, turning spiky humans into civilisation. We’re about to do it again.
www.exponentialview.co
December 23, 2025 at 7:21 AM
🧠 We are all spiky • We’ve done this trick once, turning spiky humans into civilisation. We’re about to do it again.
📈 2025 in 25 stats • The data that explains the year
📈 2025 in 25 stats
The data that explains the year
www.exponentialview.co
December 22, 2025 at 4:20 PM
📈 2025 in 25 stats • The data that explains the year
🔮 Exponential View #555: Ukraine’s drone first; the China syndrome; the San Francisco Concensus; slop-timism, McKinsey cuts jobs & speech-to-reality++ • An insider's guide to AI and exponential technologies
🔮 Exponential View #555: Ukraine’s drone first; the China syndrome; the San Francisco Concensus; slop-timism, McKinsey cuts jobs & speech-to-reality++
An insider's guide to AI and exponential technologies
www.exponentialview.co
December 21, 2025 at 4:20 AM
🔮 Exponential View #555: Ukraine’s drone first; the China syndrome; the San Francisco Concensus; slop-timism, McKinsey cuts jobs & speech-to-reality++ • An insider's guide to AI and exponential technologies
🔮 Reflecting on 2025, the year AI became real
🔮 Reflecting on 2025, the year AI became real
www.exponentialview.co
December 20, 2025 at 4:20 PM
🔮 Reflecting on 2025, the year AI became real
📈 Data to start your week • AI at work ↑ Age of construction ↓ Chip power gap ↓ Cognitive shocks of heat and pollution ↑
📈 Data to start your week
AI at work ↑ Age of construction ↓ Chip power gap ↓ Cognitive shocks of heat and pollution ↑
www.exponentialview.co
December 15, 2025 at 1:20 PM
📈 Data to start your week • AI at work ↑ Age of construction ↓ Chip power gap ↓ Cognitive shocks of heat and pollution ↑
🔮 What it will take for AI to scale (energy, compute, talent) • Looking at the next 24 months of AI
🔮 What it will take for AI to scale (energy, compute, talent)
Looking at the next 24 months of AI
www.exponentialview.co
December 11, 2025 at 7:22 PM
🔮 What it will take for AI to scale (energy, compute, talent) • Looking at the next 24 months of AI
📈 Data to start your week • Quick AI revenues ↑ Underestimating competitors ↑ Sourcing from China ↓
📈 Data to start your week
Quick AI revenues ↑ Underestimating competitors ↑ Sourcing from China ↓
www.exponentialview.co
December 8, 2025 at 7:23 PM
📈 Data to start your week • Quick AI revenues ↑ Underestimating competitors ↑ Sourcing from China ↓
🔮 Exponential View #553: The story of 100 trillion tokens; China’s chip win; superhuman persuasion, Waymo ethics, Polymarket & hydrology++ • An insider’s view of AI and exponential technologies
🔮 Exponential View #553: The story of 100 trillion tokens; China’s chip win; superhuman persuasion, Waymo ethics, Polymarket & hydrology++
An insider’s view of AI and exponential technologies
www.exponentialview.co
December 7, 2025 at 4:21 AM
🔮 Exponential View #553: The story of 100 trillion tokens; China’s chip win; superhuman persuasion, Waymo ethics, Polymarket & hydrology++ • An insider’s view of AI and exponential technologies
🔮 The real bottlenecks in AI + Q&A • Tough questions for the year ahead
🔮 The real bottlenecks in AI + Q&A
Tough questions for the year ahead
www.exponentialview.co
December 5, 2025 at 7:21 PM
🔮 The real bottlenecks in AI + Q&A • Tough questions for the year ahead
🔮 The S-curves rewriting our economy • Wall Street's AI blind spot
🔮 The S-curves rewriting our economy
Wall Street's AI blind spot
www.exponentialview.co
December 5, 2025 at 4:21 PM
🔮 The S-curves rewriting our economy • Wall Street's AI blind spot
👀 Did OpenAI’s $100 billion path just get narrower? • Sam Altman’s internal pivot tells us something important about the AI market right now
👀 Did OpenAI’s $100 billion path just get narrower?
Sam Altman’s internal pivot tells us something important about the AI market right now
www.exponentialview.co
December 4, 2025 at 4:21 PM
👀 Did OpenAI’s $100 billion path just get narrower? • Sam Altman’s internal pivot tells us something important about the AI market right now
🔮 The next 24 months in AI • A unified view of AI’s critical pressure points – and what to watch
🔮 The next 24 months in AI
A unified view of AI’s critical pressure points – and what to watch
www.exponentialview.co
December 3, 2025 at 4:23 PM
🔮 The next 24 months in AI • A unified view of AI’s critical pressure points – and what to watch
📈 Data to start your week • Solar beats demand ↑ Time with Gemini ↑ Climate inaction costs ↑
📈 Data to start your week
Solar beats demand ↑ Time with Gemini ↑ Climate inaction costs ↑
www.exponentialview.co
December 1, 2025 at 4:21 PM
📈 Data to start your week • Solar beats demand ↑ Time with Gemini ↑ Climate inaction costs ↑
🔮 Ten things I’m thinking about AI | Part 4 • An evolving arena for power and schisms
🔮 Ten things I’m thinking about AI | Part 4
An evolving arena for power and schisms
www.exponentialview.co
November 30, 2025 at 7:20 AM
🔮 Ten things I’m thinking about AI | Part 4 • An evolving arena for power and schisms
🔮 Exponential View #552: ChatGPT turns three. New science, old economy. Meta eyes TPUs. GLP-1 headache, solarpunk & DeepSeek sans censorship++ • An insider's guide to AI and exponential technologies
🔮 Exponential View #552: ChatGPT turns three. New science, old economy. Meta eyes TPUs. GLP-1 headache, solarpunk & DeepSeek sans censorship++
An insider's guide to AI and exponential technologies
www.exponentialview.co
November 30, 2025 at 4:20 AM
🔮 Exponential View #552: ChatGPT turns three. New science, old economy. Meta eyes TPUs. GLP-1 headache, solarpunk & DeepSeek sans censorship++ • An insider's guide to AI and exponential technologies
🔮 Ten things I’m thinking about AI | Part 3 • What happens when capital markets don't know exponentials
🔮 Ten things I’m thinking about AI | Part 3
What happens when capital markets don't know exponentials
www.exponentialview.co
November 29, 2025 at 7:22 AM
🔮 Ten things I’m thinking about AI | Part 3 • What happens when capital markets don't know exponentials
🔮 ChatGPT in history • Feel the exponential
🔮 ChatGPT in history
Feel the exponential
www.exponentialview.co
November 28, 2025 at 7:24 PM
🔮 ChatGPT in history • Feel the exponential