Exponential View #605: Math 2.0 debate, next-gen compute framework, AI revenue hits $276bn
Exponential View (Azeem Azhar) · rss · 2026-10-11
Azeem Azhar's Sunday newsletter covers three main threads:
Math 2.0
- OpenAI's release of hundreds of mathematical manuscripts and proofs sparked backlash: the "Association for Human Mathematics" urges mathematicians to boycott OpenAI, but Azhar argues there's no unringing the bell
- Terence Tao's "Math 2.0" vision: decenter raw problem-solving, value exposition, community-building and opening new directions
- Fields medallist Hugo Duminil-Copin says his PhD students are in "total panic"; without insisting AI provides explanations, not merely proofs, "we'll have more answers and less understanding"
Next-generation computing (white paper with WEF)
- Sovereignty needs a practical test: owning data centers doesn't guarantee autonomy in maintenance/licensing; stress-test supply chains for crisis scenarios
- Quantum's conventional-infrastructure dependence will raise electricity demand; find power/data/skills constraints before buying more compute
Also: Pakistan's high fuel prices may accelerate its 2030 target of 30% EV sales, but rooftop solar makes the grid costlier for non-panel households; AI revenues at $276bn annualized; AI caught a rising cancer-risk signal years early in a 54,000-women retrospective study; retired EV batteries retain a median 84.5% capacity.
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