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Azeem Azhar quote, Sep 13, 2026

Founder, Exponential View · Sep 13, 2026 · Post, Look up, the curve turned #601

Even in a world that is speeding up, it takes time to make changes inside a firm, let alone across an economy.

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Words found on the source page on Sep 25, 2026.

More from Azeem Azhar

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The proof AI produced runs to more than 500 pages and will not be intelligible to any human. That is a strange milestone in our history, in philosophy, in science and in mathematics that could fundamentally change our relationship with knowledge – humans won’t be able to inspect the proof, or understand it at all.Sep 13, 2026· Post

On the same topics

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But the right tail of the market is thinner than almost anyone forecast.Tomasz TunguzSep 23, 2026· Post
Demand for intelligence is not a pyramid with a small, wealthy peak paying for everything beneath it.Tomasz TunguzSep 23, 2026· Post
Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a price a company can afford. It is the most important part of the market today, & it is where the competition is fiercest.Tomasz TunguzSep 23, 2026· Post
A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure.Ben ThompsonSep 21, 2026· Post
Pure capability no longer translates directly into a moat.Ben ThompsonSep 21, 2026· Post
If this is the first of many primitives specialized for production, then harnesses are about to capture a lot more margin.Tomasz TunguzSep 21, 2026· Post
About this quote
Said by
Azeem Azhar, Founder, Exponential View
Where
Look up, the curve turned #601
Topics
Enterprise-AI, Economics
Company
Exponential View
Source
exponentialview.co/p/ev-601

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