Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns. I cover: (0:00) The $500B question (01…

This is the single most important paper to come out in tech in recent weeks. Erik Brynjolfsson, Bharat Chandar and Ruyu Chen investigated whether generative AI is leading to job losses in roles most exposed to AI – and how these effects differ by age and the way AI is used. In this episode, I break down these results and their implications. I cover…

Nick Thompson, CEO of The Atlantic, led one of the first major content licensing deals with OpenAI in 2024. In this conversation, he joins Azeem to unpack how AI is transforming media – and what that means for every business navigating the shifting economics of attention, trust, and discovery. We cover: (01:49) Journalism’s four horsemen (5:33) The…

At the start of the year, I made seven predictions about how 2025 would unfold. Six months in, it's time to mark my own work. From AI capability breakthroughs to autonomous vehicles, climate extremes to workforce transformation, I examine what I got right, what I missed, and why the 2027-2028 period will be when vertical AI hits the real economy in…

In this episode, I reflect on a whirlwind three-day visit to China - my first in over 20 years. And what I saw was remarkable. The infrastructure puts most of the West to shame. The AI isn't just hype - it's working at serious scale. And the electric vehicles? They're about to steamroll the global auto industry. Here's what really struck me during …

Broadcasting live from Paris, I tackle three massive technology stories that are reshaping our digital future. From Apple's stunning interface redesign to the collapse of traditional search advertising, and Sam Altman's vision of an AI singularity that's already begun - this episode captures the tectonic shifts happening in tech right now. I cover:…

This week, I'm speaking with Kevin Weil, Chief Product Officer at OpenAI, who is steering product development at what might be the world's most important company right now. We talk about: (00:00) Episode trailer (01:37) OpenAI's latest launches (03:43) What it's like being CPO of OpenAI (04:34) How AI will reshape our lives (07:23) How young people…

Economist and polymath Tyler Cowen challenges Silicon Valley's optimistic projections about AI-driven economic growth. We explore what could slow AI's economic impact, despite its remarkable capabilities – and where humans find the new normal amidst major shifts. Timestamps: (00:00) Episode trailer (01:47)  The problem with Silicon Valley's AI-driv…

Thomas Dohmke, CEO of GitHub, joins Azeem to explore how AI is fundamentally transforming software development. In this episode you'll hear: (01:50) What’s left for developers in the age of AI? (04:54) How GitHub Copilot unlocks flow state (07:09) Three big shifts in how engineers work today (10:47) Is software development art or assembly line? (15…

Aaron Levie, CEO & co-founder of Box, joins Azeem Azhar to explore how an “AI-first” mindset is reshaping every layer of Box – from product road-maps to pricing – and what that teaches the rest of us about building faster, smarter organisations. Timestamps: (00:00) Episode trailer (02:04) The "lump of labor fallacy" in sci-fi books (07:37) When ind…

Lennart Heim, a researcher and information scientist at RAND Corporation, joins Azeem Azhar to unpack a provocative claim: China is catching up with US AI capabilities, but it doesn't matter. Timestamps: (00:00) Episode trailer (01:19) Lennart’s core thesis (03:26)   Why compute matters so much (07:31)  The investment split between model R&D and mo…

Greg Jackson, CEO of Octopus Energy, joins Azeem to discuss the Iberian blackout and how we can create a more stable, flexible, and resilient energy grid for the future. This conversation digs into grid technology, market structures, and the real opportunities of the clean energy transition. (00:00) Episode trailer (01:38)  What caused the Iberian …

Physicist and entrepreneur Steve Hsu, whose startup Superfocus tackles hallucination problems in large language models, joins Azeem to discuss AI agents, hallucination challenges and what happens when technology meets labor markets. They discuss: (01:31) The deeper shift that Superfocus represents (07:00)  Will models overcome hallucination? (10:15…

Sir Niall Ferguson, renowned historian and Milbank Family Senior Fellow at the Hoover Institution, joins Azeem Azhar to discuss the evolving relationship between the U.S. and China, Trump's foreign policy doctrine, and what the new global economic and security order might look like. (00:00)  What most analysts are missing about Trump (05:43)  The w…

In this episode, Azeem Azhar speaks with Ryan Petersen, CEO and founder of logistics platform Flexport, about the current state of global trade amidst escalating tariffs, geopolitical tensions, and technological disruption. Ryan offers unique insights from the frontlines of the US-China trade war and explores how businesses are adapting to a rapidl…

Azeem Azhar welcomes Packy McCormick, founder and investor at Not Boring, to discuss the current tech landscape. In this episode you'll hear: (01:50) What Packy got wrong (and right) about Web3 (10:17) The shift to "know thyself and know thyself-nots" (14:28) Europe just woke up (18:46) Bits and atoms are cool again (21:10) London airport shutdown …

Anthropic's co-founder and chief scientist Jared Kaplan discusses AI's rapid evolution, the shorter-than-expected timeline to human-level AI, and how Claude's "thinking time" feature represents a new frontier in AI reasoning capabilities. In this episode you'll hear: Why Jared believes human-level AI is now likely to arrive in 2-3 years instead of …