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Look forward to guest lecturing at Stanford this Spring w Apoorv - no doubt will learn alot from students who are AI natives! 🤍🚀

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Thrilled to be back on Stanford campus today kicking off MS&E 435: Economics of the AI Supercycle, a seminar unpacking the economics across every layer of the AI stack. Incredibly grateful to an amazing group of speakers dedicating their time for the community: @altcap (Altimeter) @alighodsi (Databricks) @rauchg (Vercel) @sundeep (Groq / NVIDIA) @ChaseLochmiller (Crusoe) @sk7037 (OpenAI) @tuhinone (Baseten) @ypatil125 (Applied Compute) Eric KA (Anthropic) 9 weeks. 9 speakers. 1 question: Where does value accrue in this new supercycle? Join us!

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Library as of 2026-10-20