Tailwinds What I Learned Teaching the Economics of AI at Stanford I made one tactical mistake while teaching MS&E 435: Economics of the AI Supercycle this spring. I invited Ali Ghodsi.... Read more A month ago • 247 likes • 19 comments • Apoorv Agrawal

The article suggests that AI is entering an “economics of the supercycle” phase, where value creation will increasingly depend on how well organizations turn AI capabilities into measurable business outcomes rather than simply adopting the technology. For CIOs and technology leaders, the key implication is that IT must shift from experimentation to disciplined portfolio management, prioritizing use cases with clear ROI, scalable infrastructure, and governance that supports rapid adoption without creating operational or financial drag.