Andrew Ng, Managing General Partner at AI Fund, reflects on the commercial adoption of agentic AI workflows on No Priors.
Opinion
Andrew Ng: Gaining AI capability from pure scale is becoming extremely difficult
“So I think there is probably a little bit more juice out of the scalability element to this piece, so hopefully you'll consider making progress there, but it's getting really, really difficult.”
Opinion
Andrew Ng: Public AI narrative is skewed by tech giants' PR machinery
“Society's perception of AI has been very skewed by the PR machinery of a handful of companies with amazing PR capabilities. And because that number of companies drove scales and narrative, people think of scale first of this vector progress.”
Insight
Ng: AI-assisted development is rapid engineering, not vibe coding
“It's like a deeply intellectual exercise, and I think the term vibe coding makes people think it's easier than it is. So frankly, after a day of using AI-assisted coding, like, I'm exhausted mentally, right? So I think of it as rapid engineering, where AI is l…”
Assertion Not checkable as stated
Ng: Solo developers now build in a weekend what took months
“So, there's so many things that, you know, would have taken a team of six engineers, like, three months to build, that now, today, one of my friends or I was just building on a weekend.”
Insight
Andrew Ng: Technical product leaders are far more likely to succeed in AI
“Founders that are on top of Gen AI technology, thus, you know tech oriented product leaders, I think are much more likely to succeed than someone that maybe is more business oriented, more business savvy, but it's not, doesn't have a good feel for where AI is …”
Disclosure
Ng: Every AI Fund Employee Knows How to Code
“Everyone in my team at AI Fund knows how to code. Everyone is a good hub account, and I see for a lot of my team members, you know, when my, I don't know assistant general counsel, or my CFO, or my front desk operator, when they learn how to code, they're not …”