Azeem Azhar's Exponential View The method of invention, AI's new clock speed and why capital markets are confused
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Dec 5, 2025 Reflecting on ChatGPT's third anniversary, the discussion dives into the revolutionary speed of AI and how it shapes user behaviors. The rise of reasoning models and NVIDIA’s rapid chip advancements capture the essence of exponential technologies. Insights on building tailored software highlight the agility AI offers, while the impact on traditional markets raises questions about profit distribution and innovation methods. Lastly, the struggle of capital markets to keep pace with the rapid evolution of AI emphasizes an ongoing institutional lag.
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ChatGPT Is One Thread In Many
- ChatGPT is one visible thread in a wider exponential transition across computing and AI.
- Multiple overlapping technology curves, not a single smooth one, drive rapid progress.
Reasoning Models Changed Improvement Dynamics
- Reasoning models represented a milestone by improving inference-time
NVIDIA's Accelerated Chip Clock Speed
- NVIDIA's GPUs have outpaced Moore's Law, roughly doubling usable AI throughput beyond expectations over a decade.
- NVIDIA also compressed its chip cadence from two years to one, amplifying time compression in AI hardware.