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	Forwarded this email? Subscribe here for more Today’s edition is open to everyone. Become a member to stay ahead of the curve. Upgrade to paid   Exponential View by Azeem Azh… 🔮 The new moat in 2026 0:00 32:44   Listen now   🔮 The new moat in 2026 Azeem Azhar and Chantal Smith Jan 16   READ IN APP   Watch on YouTube Listen on Spotify or Apple Podcasts Earlier this month, I briefed members of Exponential View on the year ahead. I explored how the act of making has been transformed, why authenticity and meaning will become the new scarcity, and whether the foundations of energy and capital can hold. I also address the question I was asked most in 2025: when will the AI bubble burst? Paying members can access the full Q&A session here. Skip to the best bits: 06:43 From execution to orchestration 09:02 The agentic coding revolution 11:10 The Chief Question Officer 20:30 The new moat in 2026 26:10 How does solar growth affect AI? 28:53 Revisiting the bubble or boom question Enjoy! Azeem   Like Comment Restack   © 2026 EPIIPLUS1 Ltd Copyright © 2023 EPIIPLUS1 Ltd, All rights reserved Unsubscribe