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Azeem Azhar's Exponential ViewAuthor: Azeem Azhar
How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change. Language: en Genres: Business, Investing, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Boom, crash or takeover: Anthropic's IPO and the future of the AI economy (ft. Noah Smith)
Episode 44
Thursday, 5 November, 2026
Anthropic's S-1 looks healthy: distributed customers, improving efficiency and no sign of an imminent crash. So I went live with Noah Smith, to discuss what happens next. His worry isn't that Anthropic blows up; it's that it succeeds too well. We weighed Google's push for recursive self-improvement, cheaper Chinese models and the chance that one lab takes a share of every market, gaining power no company has had before. And if AI-driven super-science finds patterns no human can explain, what is left for us to understand? We discussed:00:00 Is the AI boom about to crash?03:31 Chinese AI is Android, Claude is the iPhone05:46 How Anthropic could out-compete its customers08:33 Could Claude outgrow the government?10:31 Google, OpenAI and the self-improvement race14:45 The best model takes it all17:07 Google is disrupting itself20:16 "One company could rule them all"22:47 Lessons from the Reformation26:58 Super-science: beyond human understanding30:31 "We summon a djinn"33:17 Claude's project 📈 Anthropic: From a lab to a real business: https://www.investmentbrief.ai/p/anthropic-from-a-lab-to-a-real-business📈 AI Investment Brief: https://investmentbrief.aiWhere to find Noah:Noahpinion: https://www.noahpinion.blog/X: https://x.com/Noahpinion About Exponential View:Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/ Where to find me:Exponential View newsletter: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azeem/Twitter/X: https://x.com/azeem Production by EPIIPLUS1.Production and research: Baba Films, Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
