Stanford University
MS&E 435_
Economics of the AI Supercycle
AI is the biggest technology supercycle since the PC, Internet, and Mobile. MS&E 435 is a seminar that unpacks the economics at each layer of the AI stack. Each week, we learn from a practitioner with a unique vantage point across the stack.
Guest Speakers
Ali Ghodsi
Founder / CEO, Databricks
Guillermo Rauch
Founder / CEO, Vercel
Brad Gerstner
Founder / CEO, Altimeter Capital
Sunny Madra
President / COO, Groq (now NVIDIA)
Chase Lochmiller
Co-Founder / CEO, Crusoe
Sachin Katti
Head of Industrial Compute, OpenAI
Tuhin Srivastava
Founder / CEO, Baseten
Yash Patil
Founder / CEO, Applied Compute
Eric Kauderer-Abrams
Head of Life Sciences, Anthropic
Josh Meier
Co-Founder, Chai Discovery