What it will take for AI to scale (energy, compute, talent)

<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. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/ </p><p>--- </p><p>In this episode, I look at the next 24 months of AI. The technology is improving rapidly – so what could hold back widespread transformation of how we work and live? I dig into the real constraints, from electricity shortages to institutional inertia, why mid-2026 matters for enterprise AI, and why so many people remain uneasy about a technology they use every day. </p><p><strong>I cover: </strong></p><p>(00:03) Predicting AI's next two years </p><p>(01:50) How life changing are chatbots, really? </p><p>(03:36) Our current biggest AI constraint </p><p>(07:58) The remarkable increase in token efficiency </p><p>(10:43) Why mid-2026 is a crucial turning point </p><p>(13:01) Do we actually want AI in our lives? </p><p>(15:28) Should organizations wait to jump in? </p><p>(16:39) How is OpenAI reckoning with Gemini? </p><p>(18:41) The market's reaction to OpenAI's code red </p><p>(19:32) Where will value accrue in the supply chain? </p><p>(20:51) What's the best strategy for middling powers?</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: https://www.linkedin.com/in/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>