PodMine

Nov 17, 2025• The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Andrew NG on The Biggest Bottlenecks in AI | How LLMs Can Be Used as a Geopolitical Weapon | Do Margins Matter in a World of AI? | Is Defensibility Dead in a World of AI? | Will AI Deliver Masa Son's Predictions of 5% GDP Growth?

Andrew Ng discusses the current state and future of AI, exploring bottlenecks in infrastructure and compute, the geopolitical implications of AI development, the potential for AI to transform productivity, and his optimistic vision of democratizing technology creation.

1:02:53

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Command Palette

Andrew Ng

20VC: Andrew NG on The Biggest Bottlenecks in AI | How LLMs Can Be Used as a Geopolitical Weapon | Do Margins Matter in a World of AI? | Is Defensibility Dead in a World of AI? | Will AI Deliver Masa Son's Predictions of 5% GDP Growth?