Apoorv Agrawal teaches Stanford’s first “Economics of the AI Supercycle” class

GiorgioPatrini · x · 2026-07-27

Apoorv Agrawal says he taught his first class at Stanford Engineering: “Economics of the AI Supercycle.”

He says the course condenses what he has learned investing across the AI stack. The room was packed, students asked strong questions, and he says he was impressed by the caliber of students from across the university.

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