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Exponential View's title: Exponential View | Azeem Azhar | Substack
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Would you go to your gym if you had to pay for every visit? Probably not. We generally prefer those bundled memberships, even if we never hit the leg press after January.
AI companies have, until recently, been a lot like gym owners, offering generous bundles. And most AI users have been like gym-goers, occasional, sometimes frequent users. But others have been voraciou...
The verdict hasn’t changed. This is an AI boom, not a bubble. What has changed is the sheer scale.
Since we first ran this analysis in September last year, a lot has changed. Some
Hi all,
This week, we published a framework to explain why individuals are getting more productive with AI, but firms often are not.
This live follows the essay and I published earlier this week:
I had tea with a senior exec at a well-known public tech company last month. She has about a thousand engineers working for her, and nearly every one of them works with Claude Code. They are producing more lines of code, submitting more pull requests, getting more done. Productivity is up for individuals, but she doesn’t seeing proportional gains at the organization level. As...