Azeem Azhar's Exponential View

• What does Spain’s blackout mean for the future of clean energy?

  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 blackout? (04:55)  Managing load in traditional vs renewable grids (11:57) The role of market incentives (18:13)  Greg's social experiments within the UK grid (23:49)  How the "virtual power plant" is becoming a reality (26:59)  The path to completing the renewable energy transition (33:15)  Are lobbyists slowing down the transition? (36:26)  What does the next 5-10 years look like? (40:42)  Why the name "Octopus?" Greg's links:Twitter/X: https://twitter.com/g__jLinkedIn: https://uk.linkedin.com/in/gregsjacksonOctopus Energy: https://octopus.energy/Azeem's links:Substack: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azharTwitter/X: https://x.com/azeem

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• The difference between early and late AI adopters

  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)  AI Agents can replace 80-90% of call center calls(12:27)  What it’s like showing customer support AI to customer support people (22:36)  China's mayors are like mini CEOs (30:05)  What will matter most in the supposed "AI race"? (35:58) DeepSeek was not part of the Chinese Government (38:23)  How open source will change the future of deployment (40:59)  What the public doesn't understand about AI tail risk (48:01) How AI plush toys can teach French to 2-year-olds This was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through Exponential View on Substack. Produced by supermix.io and EPIIPLUS1 Ltd

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• Sir Niall Ferguson decodes Trump, China, and the new world order

  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 win-win outcome in Europe–U.S relations (11:17)  How the U.S. is reestablishing deterrence (15:50)  Can the U.S. economy weather the impact of tariffs? (23:33) Niall's read on China (29:29)  How is China performing in tech? (33:35)  What might happen with Taiwan (42:43) Predictions for the coming world order Sir Niall Ferguson's links:Substack: Time MachineBooks: War of the World, Doom: The Politics of CatastropheTwitter/X: https://x.com/nfergusAzeem's links:Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeem Our new show This was originally recorded for "Friday with Azeem Azhar" on 28 March. Produced by supermix.io and EPIIPLUS1 Ltd

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• What it’s like on the frontlines of Trump’s tariff’s war

  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 rapidly changing landscape. (00:00) Episode trailer (01:12) Ryan's overall thoughts and predictions (03:40) Why shipping is crucial to your everyday life (08:07) Why tariffs may actually increase global shipping (11:34) Who’s pausing their China shipments? (14:29) The mindset of Flexport customers right now (16:02) Is this the end of globalization? (21:48) The fragility and resiliency of global trade (25:27) The most underrated story in the world (30:25) How tech has changed global trade (36:31) Who will win in the new trade settings? (41:20) What could a U.S-China trade deal look like? Ryan's links:Flexport https://www.flexport.com/ Twitter/X https://x.com/typesfast LinkedIn https://www.linkedin.com/in/rpetersen/Azeem's links: Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeem Our new showThis was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through my Substack linked below. The format is experimental and we'd love your feedback, so feel free to comment or email your thoughts to our team at [email protected] by supermix.io and EPIIPLUS1 Ltd

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  43:19
• A tour of the tech boom — 5 waves you need to understand

  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 reveals a deeper challenge (23:32) A new kind of home energy infrastructure (29:28) A theory on Eric Schmidt's new CEO role (34:08) What's the role of nuclear in a solar + battery world? (40:33) The coming tech boom Our new show This was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through my Substack linked below. The format is experimental and we'd love your feedback, so feel free to comment or email your thoughts to our team at [email protected]. Packy's links: Substack: https://www.notboring.co/ Twitter/X: https://x.com/packyM Azeem's links: Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeem Produced by supermix.io and EPIIPLUS1 Ltd

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