🔮 The new moat in 2026

Listen on Spotify or Apple PodcastsEarlier this month, I briefed members of Exponential View on the year ahead. I explored how the act of making has been transformed, why authenticity and meaning will become the new scarcity, and whether the foundations of energy and capital can hold. I also address the question I was asked most in 2025: when will the AI bubble burst?Paying members can access the full Q&A session here.Skip to the best bits:06:43 From execution to orchestration09:02 The agentic coding revolution11:10 The Chief Question Officer20:30 The new moat in 202626:10 How does solar growth affect AI?28:53 Revisiting the bubble or boom questionEnjoy!Azeem This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe