MSE435 · Economics of AI.
Lecture notes on Apoorv Agrawal's Stanford MSE435. Where value accrues across chips, infra, models, and apps as the AI supercycle plays out.
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MSE435 · Lecture 01: Intro: The AI Supercycle.
Lecture notes on where value accrues in the AI value chain, why the triangle is inverted today, and how long it takes to flip — from Apoorv Agrawal's intro to MSE435 at Stanford.