The method of invention, AI's new clock speed and why capital markets are confused

<p>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. </p><p>Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. </p><p>To keep up with the Exponential transition, subscribe to this podcast or to my newsletter: https://www.exponentialview.co/ </p><p>--- </p><p>In this episode, I reflect on the third anniversary of ChatGPT's launch as a marker of where we are in the exponential age. As a product, ChatGPT captures the speed of technological progress, the new behaviours emerging around it and the widening gap between innovation and institutional change – all symptomatic of the era I called the exponential age in my 2021 book.</p><p> I cover: </p><p>(00:09) How ChatGPT became synonymous with AI </p><p>(01:41) The rise of the reasoning model </p><p>(03:53) Why NVIDIA's chip cycle is exponential </p><p>(05:53) How general-purpose tech changes everything </p><p>(07:59) The subtle power of building bespoke software </p><p>(11:46) The iPhone calculation that breaks everything </p><p>(14:53) Who profits from a general-purpose technology? </p><p>(16:38) The software market example </p><p>(20:07) Are we headed towards another .com crash? </p><p> </p><p><strong>Where to find me:</strong> </p><p>Exponential View newsletter: https://www.exponentialview.co/ </p><p>Website: https://www.azeemazhar.com/ </p><p>LinkedIn: /azhar </p><p>Twitter/X: https://x.com/azeem </p><p>Production by supermix.io and EPIIPLUS1 </p><p>Production and research: Chantal Smith and Marija Gavrilov.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.</p>