MS&E 435 | Course Materials
MAIN CONTENT YOUTUBE 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