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.
Lecture notes. Apoorv Agrawal · Altimeter Capital · Thursdays, Apr 3 – May 29, 2026.
| # | Lecture | |
|---|---|---|
| 01 |
Intro to the Economics of Generative AI
Apoorv Agrawal · Altimeter Capital
|
▶ watch → my notes |
| 02 |
Silicon — The GPU Economy
Brad Gerstner + Sunny Madra · Altimeter Capital
|
▶ watch → my notes |
| 03 |
AI Data Centers
Chase Lochmiller · Crusoe
|
▶ watch notes TBU |
| 04 |
TBU
TBU
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TBU |
| 05 |
TBU
TBU
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TBU |
| 06 |
TBU
TBU
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TBU |
| 07 |
TBU
TBU
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TBU |
| 08 |
TBU
TBU
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TBU |
| 09 |
TBU
TBU
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TBU |