AI Technology Trajectory

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20VC Insight

Andrew Ng: AI builders should design for future margins, not today's costs

“Absolute margins are important, but when you have a view for where the technology is going, Then it lets you not build for the margins today, but what you can forecast them being in the future”

Andrew Ng Nov 17, 2025 ▶ 40:16 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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AI Technology Trajectory

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Turn any episode into a week of clips.