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.
-
01
MSE435 · The Economics of AI.
Lecture-by-lecture notes and commentary on Apoorv Agrawal's Stanford seminar on the economics of the AI stack — chips, infra, models, and apps.
-
02
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.