Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Infrasctructure, Enterprise AI, SaaS

ℹ️ EPISODE INFO

Released

July 13, 2026

Duration

39m

Channel

Stanford Online

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

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-

🎤 SPEAKERS

• Apoorv Agrawal

  host

  Stanford MS&E instructor/lecturer covering economics of AI and enterprise software.

• Ali Ghodsi

  guest

  Co-founder and CEO of Databricks.

🧾 EPISODE SUMMARY

In this episode of Stanford Online, featuring Apoorv Agrawal and Ali Ghodsi, Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Infrasctructure, Enterprise AI, SaaS explores AGI is here; context and process rewiring unlock enterprise value Ali Ghodsi argues that the AI discourse is overly stress-inducing and that chasing fast-moving hype distracts from the work that matters inside organizations.

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