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Stanford Online

Digests from Stanford Online — Stanford Online technical and educational videos.

Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Economics of Generative AI

The AI supercycle is modeled as an inverted triangle, suggesting value accrual is highly concentrated in Semis and infrastructure layers. The shift from training to inference workloads fundamentally changes profitability dynamics.

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Stanford Online

Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Applications, AI in Life Sciences

AI is revolutionizing drug discovery by building end-to-end platforms that accelerate R&D. Speakers discuss how LLMs and specialized models are compressing the 10–15 year timeline for drugs through 'zero shot' molecular design.

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