The GenAI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion.

These numbers took us several months to construct, and as far as we know, it’s the first bottom-up, deduplicated measure of consumer and enterprise AI spending across the full stack.

We are releasing this research today in our first The State of the AI Economy report.

intelligence.exponentialview.co 2/ We estimate that AI is scaling 3x faster than the previous IT waves. This growth has held across all adoption phases since 2022, from chatbots to copilots to agentic AI.

🤩 Action is gearing up on climate change, and investment in #climatetech has grown to stunning new heights.

My new report with @PwC looks at market trends and where there’s untapped potential for investors and policymakers. 🧵 1/8 🤪 The market is hot. Year-on-year growth in climate tech investment is 210%, with more than $60bn invested in startups in H1 2021 alone. 14¢ of every VC dollar is now invested in climate tech.

We’re now tracking 3000+ active climate tech startups.
2/8

🤩 It’s on. 🧵

EXPONENTIAL is here.

‘valuable’, ‘timely’, ‘enticing’, ‘essential’

Now in the US, UK & everywhere.

(And check the end of the thread.)

azm.io/buynow #exponential

1/17 We have entered THE EXPONENTIAL AGE, a time of tech acceleration that leaves behind our economic & social norms. This gap explains many of today’s pressing issues. How can we resolve them? #exponential
2/17

🔥🔥 The day after the IPCC report, how is the media covering the climate crisis & the work being done to tackle it on its front pages?

Let's review (and at the end I'll give some suggestions)

1/n The @BBCNews

Nothing.

2/n

🤩 EXCITING NEWS: I’ve written a book! It arrives in September and is available to pre-order here: azm.io/exponentialbook

1/9 🚀 The book argues that we are entering a new era of human history, the Exponential Age, driven by a wave of transformative, exponential technologies. It explains why this change has come about, what effect it has on economics/politics/society, & what we should do about it.
2/9

Climatetech has emerged as a new frontier for founders wanting to tackle climate change.

Together with @CHerweijer and her team at PwC, we looked at how the sector has been developing over the past seven years.

#climatetech 1/7 Overall CAGR of 84% since 2013-2019, representing a total of $60bn invested in 1200+ #cliimatetech startups.

Last year alone, climate tech investments made 6% of global VC activity in 2019

2/7

With lots of people launching e-mail newsletters, I thought I would share the first regular ones I launched.

@TheEconomist's Politics and Business This Week back in 1996. We got them to about 250k subscribers each. 1/3

@cjgbest @hamishmckenzie @CaseyNewton @tomstandage We had to make sure people new had to type in their email address. Hence the details below.

2/3

Who has created more net economic and social welfare (ie gains minus losses)?

1/5 Who has created more net economic and social welfare (ie gains minus losses)?

2/5

The Economist is very generous in its assessment of The British governments performance in covid, key points it needed to make ... economist.com/leaders/2020/0… The research breakthroughs are not driven by this government by independent international science, some locates here.

We've seen the chart on the spike in online sales in the past couple of months.

Looks impressive 1/4 But overall retail sales have collapsed

2/4