<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[AI Investment Brief by Exponential View]]></title><description><![CDATA[COMING SOON: Weekly measurement of the AI economy from the Exponential View research desk. Where the AI cycle stands, where profits are moving, and what could change the case. 
]]></description><link>https://www.investmentbrief.ai</link><image><url>https://substackcdn.com/image/fetch/$s_!sydc!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb50215f3-8b01-45e8-9661-210afb365288_512x512.png</url><title>AI Investment Brief by Exponential View</title><link>https://www.investmentbrief.ai</link></image><generator>Substack</generator><lastBuildDate>Wed, 16 Sep 2026 23:59:02 GMT</lastBuildDate><atom:link href="https://www.investmentbrief.ai/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Azeem Azhar]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[aiinvestment@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[aiinvestment@substack.com]]></itunes:email><itunes:name><![CDATA[Azeem Azhar]]></itunes:name></itunes:owner><itunes:author><![CDATA[Azeem Azhar]]></itunes:author><googleplay:owner><![CDATA[aiinvestment@substack.com]]></googleplay:owner><googleplay:email><![CDATA[aiinvestment@substack.com]]></googleplay:email><googleplay:author><![CDATA[Azeem Azhar]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Coming soon]]></title><description><![CDATA[The numbers behind the AI investment case]]></description><link>https://www.investmentbrief.ai/p/coming-soon</link><guid isPermaLink="false">https://www.investmentbrief.ai/p/coming-soon</guid><dc:creator><![CDATA[Azeem Azhar]]></dc:creator><pubDate>Wed, 16 Sep 2026 13:55:11 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!0j8F!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F77098e74-09f6-4eee-8914-723381476e99_1660x948.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 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