This page collect my course notes for the Economics of the AI Supercycle class taught during the Spring of 2026 at Stanford University. The course started on April 3, 2026. I’m not a student at Stanford, I’m merely watching the lectures and giving my thoughts.
Course Materials
- Course Site: mse435.stanford.edu
- YouTube Playlist: MS&E435 | Spring 2026
Course Notes
- Economics of Generative AI
- The GPU Economy
- Building AI Factories
- Infrastructure, Enterprise AI, SaaS
- Infrastructure, Capstone Case
- Enterprise Internal Knowledge
- Applications, Coding AI
- Applications, Applied AI
- Applications in Life Sciences
