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.
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. Instructor Partner, Altimeter Capital 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…
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