Podcast Episodes

Where did all the entry-level jobs go? (With Revelio CEO Ben Zweig)

Episode 89

Junior roles in AI-exposed fields are disappearing fast. 

The obvious culprit is AI rapidly automating entry-level jobs. And yet, this isn't quite right. What is driving the drop is managers’ expectat…

Published on 9 hours ago

The demand for infinite compute

Episode 88

The AI boom isn’t just about chatbots.

In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – …

Published on 1 week ago

Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Episode 87

In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using trade policy, export controls and industrial strategy …

Published on 3 weeks, 1 day ago

Inside the collapse of the internet economy (and what comes next)

Episode 86

Azeem Azhar sat down with Matthew Prince, co-founder & CEO of Cloudflare. Matthew is a rare operator with the vantage point to answer a simple question: if agents do the reading, who gets paid? 

This …

Published on 1 month ago

Why China builds while America debates, with Dan Wang

Episode 85

In this episode, I spoke with Dan Wang, author of “Breakneck: China’s Quest to Engineer the Future”, shortlisted for the FT & Schroders Business Book of the Year.

Dan is one of the most astute observe…

Published on 1 month, 1 week ago

Are we in an AI bubble? (these are the 5 warning signs)

Episode 84

Is AI a bubble? In this episode, I unpack a new five-gauge framework for understanding the biggest question in tech. 

Drawing on lessons from past manias – railways, telecoms, the dot-com boom – and g…

Published on 1 month, 2 weeks ago

Why GPT-5 was never going to impress you

Episode 83

GPT-5 was the most advanced AI when it was released, but most people were disappointed. Why? 

In this episode, I unpack the two key paradoxes that shape how we judge new technology: shifting goalposts…

Published on 1 month, 3 weeks ago

My OpenAI thought experiment: $500B to $1.5T?

Episode 82

Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuati…

Published on 2 months ago

AI is eating into entry-level jobs

Episode 81

This is the single most important paper to come out in tech in recent weeks. Erik Brynjolfsson, Bharat Chandar and Ruyu Chen investigated whether generative AI is leading to job losses in roles most …

Published on 2 months, 1 week ago

AI & the future of media with The Atlantic CEO, Nicholas Thompson

Episode 80

Nick Thompson, CEO of The Atlantic, led one of the first major content licensing deals with OpenAI in 2024. In this conversation, he joins Azeem to unpack how AI is transforming media – and what that…

Published on 3 months, 3 weeks ago