🔮 Does AI make you dumb? And why our forecasts suck #576

Plus, jobs in high demand, ByteDance, anti-drone nets++

Jun 03, 2026

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This post originally appeared in Exponential View.

“Don’t take a linear knife to an exponential gun fight.”

Hi all,

Last week, we published a framework to explain why individuals are getting more productive with AI, but firms often are not.

Exponential View

🔮 Why AI isn’t showing up on your bottom line

I had tea with a senior exec at a well-known public tech company last month. She has about a thousand engineers working for her, and nearly every one of them works with Claude Code. They are producing more lines of code, submitting more pull requests, getting more done. Productivity is up for individuals, but she doesn’t seeing proportional gains at the organization level. As she put it to me: “one plus one plus one plus one equals one-and-a-half…

7 days ago · 238 likes · 22 comments · Azeem Azhar and Nathan Warren

Linear knives in exponential gunfights

A column in the Financial Times made a fascinating observation about “the impossible maths of the AI boom.” It pointed out that in the five years to 2030…

AI capital investments are expected to rise by 20% a year, a growth rate never seen before in this industry. Meanwhile, revenues are expected to grow 15 per cent annually…if the hyperscalers continue on the current trajectory, the AI boom will become a story of one of the largest destructions of shareholder value in history.”

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