Course Materials

Week 1 Apr 03
Intro to the Economics of Generative AI
Lecture Recording
Materials
The Economics of Generative AI (2024) The Economics of Generative AI: Two Years Later State of Consumer AI Part 1 State of Consumer AI Part 2 State of Consumer AI Part 3
Week 2 Apr 10
Silicon — The GPU Economy
Lecture Recording
Materials
Acquired: Altimeter (with Brad Gerstner) [podcast] Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN
Week 3 Apr 17
Chase Lochmiller (Crusoe): Infrastructure, Building AI Factories at Gigawatt Scale
Lecture Recording
Materials
A Primer on AI Data Centers The AI infrastructure of the future — How Crusoe powers and transforms AI with stranded energy [podcast]
Week 4 Apr 24
Ali Ghodsi (Databricks): Infrastructure, Enterprise AI, and Service As a Software
Lecture Recording
Materials
Chris Paik — The End of Software Ali Ghodsi in conversation with David Solomon (Chairman & CEO, Goldman Sachs)
Week 5 May 01
Sachin Katti (OpenAI): Infrastructure & Capstone Case
Lecture Recording
Materials
OpenAI x Broadcom — The OpenAI Podcast Ep. 8 [podcast] Sachin Katti — Scaling AI at the Speed of Openness: From Silicon to Systems The Supply and Demand of AI Tokens
Week 6 May 08
Yash Patil (Applied Intelligence): Intelligence, Unlocking Enterprise Internal Knowledge
Lecture Recording
Materials
Andrej Karpathy's 2025 LLM Year in Review Welcome to the Era of Experience
Week 7 May 15
Tuhin Srivastava (Baseten): Inference, Building the Inference Cloud
Lecture Recording
Materials
Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud AI Inference Explained
Week 8 May 22
Guillermo Rauch (Vercel): Applications, Coding AI and the Future of Software
Lecture Recording
Materials
Andrej Karpathy — the tweet that coined “vibe coding” Andrej Karpathy — Software 2.0 A conversation with Vercel’s Guillermo Rauch
Week 9 May 29
Eric Kauderer-Abrams (Anthropic) & Josh Meier (Chai Discovery): Applications, AI in Life Sciences
Lecture Recording
Materials
Anthropic — Claude for Life Sciences No Priors: Chai Discovery Co-Founders Jack Dent and Joshua Meier [podcast]