Andrew Ng

16 statements across 1 episodes · 8 bullish · 6 bearish · 1 people on the record · first statement Nov 17, 2025 by Andrew Ng · said 2 times in 1 episodes since 2024 · across every show →

On the record as a speaker too: Andrew Ng's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Arthur Mensch (2)

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Everything said about Andrew Ng, oldest first

Nov 17, 2025 bullish
Assertion Not checkable as stated
Andrew Ng: One engineer can now build six-month projects in a weekend
“There are so many projects that used to take, you know, six engineers, half a year to build, that today I or one of my engineers can build in the weekend.”
Andrew Ng Nov 17, 2025 ▶ 11:29 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 bullish
Prediction Not checkable as stated
Andrew Ng: AI will make intelligence cheap and boost GDP growth
“I hope we can get much closer to five, six or more percent GDP growth. When looking at the future, it turns out one of the most expensive things in today's world is intelligence. This is why it's so expensive, at least in the US, to hire a highly skilled docto…”
Andrew Ng Nov 17, 2025 ▶ 19:48 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 negative
Disclosure
Andrew Ng refuses to hire experienced engineers who ignore AI tools
“Those people, I just don't hire people like that anymore, but there are people that, you know, did a comfortable job, they kept coding the old way, and they just did not learn AI.”
Andrew Ng Nov 17, 2025 ▶ 16:30 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 negative
Insight
Andrew Ng: AI technology itself does not create business moats
“AI as a technology Doesn't really offer an answer to the moats for most businesses. So if you're building AI, you know, for drones or legal or for whatever, the moat is more of a function of that industry.”
Andrew Ng Nov 17, 2025 ▶ 41:02 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 positive
Opinion
Andrew Ng: Useful AI agentic workflows exist today, disagreeing with Andrej Karpathy
“I disagree with that. I think we're seeing useful agentic workflows right now.”
Andrew Ng Nov 17, 2025 ▶ 36:32 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 bullish
Assertion Supported
Andrew Ng: The AI application layer is already delivering clear ROI
“So what I'm seeing is for the application layer, there is very clear ROI. I think it's fantastic. So someone else trained these models who can build applications for, you know, a 100,000 dollars or a million dollars and start generating ROI.”
Andrew Ng Nov 17, 2025 ▶ 54:28 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 positive
Insight
Andrew Ng: AI creates value by accelerating workflows and expanding scale
“So instead of cost savings, if AI lets you do something way faster, or lets you take a task and do it a thousand times more, instead of serving a small number of people, let's serve a lot more people because it's not economic to do so. These are the two patter…”
Andrew Ng Nov 17, 2025 ▶ 50:53 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 positive
Opinion
Andrew Ng: AI coding tools are more mature than 2016 image generators
“I think it's further along. I think in 2016 image generation wasn't super valuable.”
Andrew Ng Nov 17, 2025 ▶ 6:37 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 bearish
Prediction Held up
Andrew Ng: Artificial general intelligence is decades or longer away
“So this phantom AGI, someday with AI, they can do everything a human can do. I think we're very far away from that. I would say, you know, like decades away, maybe even longer.”
Andrew Ng Nov 17, 2025 ▶ 14:32 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 positive
Prediction Not checkable as stated
Andrew Ng: AI will transition from vertical integration to horizontal standards
“So when an industry is immature, it turns out where to draw those boundaries to let different participants do their part and have it still interoperate. That's less clear. But then as the industry matures in this You know, more standards for if I want to publi…”
Andrew Ng Nov 17, 2025 ▶ 52:41 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 negative
Opinion
Andrew Ng: Being a leader in AI regulation is not a competitive advantage
“If I had one wish for the European regulators, I spoke with quite a few European regulators, I was hearing things like, we want to be leaders in regulating AI, and that's a competitive advantage. And with all due respect, that's not a competitive advantage. So…”
Andrew Ng Nov 17, 2025 ▶ 29:54 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 positive
Opinion
Andrew Ng: Everyone across all job roles should learn to code
“I think everyone should learn to code.”
Andrew Ng Nov 17, 2025 ▶ 12:33 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 neutral
Opinion
Andrew Ng: Data is not the primary bottleneck in AI today
“I think it's definitely not data. Not that data is not important, but that's definitely not the bottleneck.”
Andrew Ng Nov 17, 2025 ▶ 42:29 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 negative
Insight
Andrew Ng: Proprietary software is a significantly weaker moat today
“Previously software used to be a moat, right? If you had, you know, invested 10 years to build a software, it's really hard to replicate that. That one moat is much weaker than before”
Andrew Ng Nov 17, 2025 ▶ 41:14 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025
Assertion Not checkable as stated
Andrew Ng: No one in AI has ever felt they have enough compute
“In my career working in AI, I have yet to meet a single person that ever felt like they had enough compute.”
Andrew Ng Nov 17, 2025 ▶ 0:00 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 negative
Insight
Andrew Ng: Change management is enterprises' main AI implementation barrier
“I think the biggest barrier in most large enterprises is, is actually people and change management.”
Andrew Ng Nov 17, 2025 ▶ 42:20 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
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