🔮 Exponential View #560: The $1 trillion panic; my favorite AI analysis tool; intention economy, CAR-T therapy & time++

“Once investors experience an AI agent compress 10 hours of work into 40 minutes, $650 billion won’t look reckless — it will look like they didn’t spend enough.”

Hi all,

Welcome to edition #560. Last week was full of overreactions. Wall Street panicked about $650 billion in AI spending. Sam Altman and Dario Amodei traded jabs.

But this is exactly what Exponential View is for… We go beneath the noise to the forces that move markets, technologies, and societies.

Today, I’ll unpack what investors got wrong in their panic, the model upgrades that matter more than the benchmarks suggest, and what I’ve learned from living with agents that never sleep (including an unveiling of my favorite thinking tool… which I built for myself.)