Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Infrasctructure, Enterprise AI, SaaS
For more information about Stanford’s graduate programs, visit: https://online.stanford.edu/graduate-education This seminar covers applications, coding AI, and the future of software. Follow along with the schedule: https://mse435.stanford.edu/ Guest Speaker: Ali Ghodsi, Databricks Instructor: Apoorv Agrawal is a Stanford Adjunct Lecturer in Management Science and Engineering and a partner at Altimeter Capital. Playlist: https://youtube.com/playlist?list=PLoROMvodv4rOAe_DtQYOCKy6_x3irEYV1&si=hI20BgdZqMFtAKS-
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