Azeem Azhar
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Why Chinese AI needs to be taken more seriously
Are we in an AI bubble? Does it matter that Chinese AI firms are banned from using American chips? How big is the chance of an AI crash?

Faster, Please! — The Podcast #100: The Business of AI: My Interview with Technology Analyst and Investor Azeem Azhar | American Enterprise Institute - AEI
Today on Faster, Please!—The Podcast, I am joined by Azeem Azhar, a Digital Fellow at Stanford’s Digital Economy Lab, the founder of Exponential View, a research platform focused on helping leaders…
Sorry, Skeptics — AI Is Not a Bubble
First, a few numbers. This year Amazon, Microsoft, Alphabet, and Meta will spend more than $700 billion building AI infrastructure.
Mapping the AI Economy: Value Capture, Adoption and Moats with Azeem Azhar
Azeem Azhar joins Kai Wu to break down the real economics of the AI boom, including the $110 billion demand base, where profits may accrue across chips…
We Asked the Man Who Mapped the AI Economy If the Boom Is Real — And Who Keeps the Money
Azeem Azhar joins Kai Wu to break down the real economics of the AI boom, including the $110 billion demand base, where profits may accrue across chips…