Azeem Azhar @azeem

Exponential View @exponentialview. azeemazhar.com 2.718281828459045 Joined July 2007

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Azeem Azhar @azeem

6 minutes ago

@ianbremmer coal beautiful coal

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On the tradeoff between AI vs. jobs: Several high-profile tech executives have said you should be spending as much on AI as you do on a software engineer’s salary…no one is actually doing that. The top 1% spends $7.45k per employee per month. The median firm is spending $11 per employee, about the cost of a single seat on a chat subscription. Not to say that won’t change – AI spend is still rising – but very few firms, if any, are spending that much. Despite their domination of the discourse.

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Azeem Azhar @azeem

16 minutes ago

@Noahpinion Similar to the argument here youtube.com/watch?v=xBpGn3…

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Rex Salisbury @rexsalisbury

2 hours ago

ai pilled companies spending $90k / employee per year 🤯 per employee, not per engineer. where does this go in a year!? can't wait to find out... from ramp's dataset (70k companies).

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Azeem Azhar @azeem

6 hours ago

@ShanuMathew93 Could be -- we've seen these things before in build outs.

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Nicolas Fulghum @nicolasfulghum

13 hours ago

NEW | Solar overtook coal generation in the US for the first month on record In May, solar generated an estimated 12.8% of US electricity, an all-time high! Coal produced 12.2% For now, it's one month, soon it will happen across the year.

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Jesse Peltan @JessePeltan

12 hours ago

You can already start to see it.

Jesse Peltan @JessePeltan

2 months ago

Next is the part where solar pulls way ahead of the other two.

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Azeem Azhar @azeem

10 hours ago

@deedydas super interesting. the one thing i asked it to do. it did worse than Opus 4.8. probably need to try harder …

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Azeem Azhar @azeem

a day ago

@ShanuMathew93 context?

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Azeem Azhar @azeem

a day ago

@zarazhangrui Our take based on Devine and David: exponentialview.co/p/why-ai-isnt-…

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Dr Vinnie Boombatz @halfblindmonkey

a day ago

UBS has a long report out: "Token Costs – What Customers are Saying" Companies are definitely feeling the higher bills, but the takeaway is that nobody’s actually slowing down AI use. They’re mostly just putting some guardrails in place and trimming spend in other areas while they keep rolling it out. In conclusion, UBS saying Google Cloud and AWS could end up with a cost edge here because of their own chips and models. That might help them take some share from Microsoft and the others over time. $GOOGL $AMZN $MSFT $ORCL

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Azeem Azhar @azeem

a day ago

@mikulaja how long has that been your test? curious is it a topical and contingent test or something you had identified a while back?

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Azeem Azhar @azeem

2 days ago

@MikeW_Trader i don’t understand what you mean. sorry

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Azeem Azhar @azeem

2 days ago

Napkin maths here The numbers seem to be hard to square up - last 12 months $90bn on gen AI ex China across consumers and businesses, so say 75% US and 75% corporate - about $45bn on gen AI by US corporates. Over the same period, the US wage bill was $11 trillion. US corporate revenues were $45 trillion. We're talking about 0.4% on GenAI as a portion of the labour bill or 0.1% of corporate revenues. Sure, the spend will be a power law with outlier firms spending OOMs more. But even Uber's seem closer to 1% of revenues. But plenty of studies (Bessen, 2020; Acemoglu, 2020) show that early automators build up persistent leads over later ones. So plausibly these firms have paid "over the odds" in return for learning and know-how that will compound over time.

New York Magazine @NYMag

2 days ago

For a couple of years, the main problem AI firms had was convincing people — or, more specifically, people in charge of companies — to pay for their products, writes tech columnist John Herrman. But following a period of rapid adoption, new issues have emerged. It makes sense

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AlphaSense @AlphaSenseInc

2 days ago

$ORCL raised FY27 total revenue guidance to $90B, up from prior consensus of $86.6B, driven by surging demand for AI training and inferencing workloads. Management's tone remains exceptionally optimistic, describing the latest quarter as the strongest organic growth performance in over 15 years. However, they are also navigating complex execution challenges, including partner funding walkouts and data center delivery delays.