Andrew Ng has always been at the bleeding edge of fast-evolving AI technologies, founding companies and projects like Google Brain, AI Fund, and DeepLearning.AI. So he knows better than anyone that founders who operate the same way in 2025 as they did in 2022 are doing it wrong. Sarah Guo and Elad Gil sit down with Andrew Ng, the godfather of the AI revolution, to discuss the rise of agentic AI, and how the technology has changed everything from what makes a successful founder to the value of small teams. They talk about where future capability growth may come from, the potential for models to bootstrap themselves, and why Andrew doesn’t like the term “vibe coding.” Also, Andrew makes the case for why everybody in an organization—not just the engineers—should learn to code.
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Chapters:
00:00 – Andrew Ng Introduction
00:32 – The Next Frontier for Capability Growth
01:29 – Andrew’s Definition of Agentic AI
02:44 – Obstacles to Building True Agents
06:09 – The Bleeding Edge of Agentic AI
08:12 – Will Models Bootstrap Themselves?
09:05 – Vibe Coding vs. AI Assisted Coding
09:56 – Is Vibe Coding Changing the Nature of Startups?
11:35 – Speeding Up Project Management
12:55 – The Evolution of the Successful Founder Profile
19:23 – Finding Great Product People
21:14 – Building for One User Profile vs. Many
22:47 – Requisites for Leaders and Teams in the AI Age
28:21 – The Value of Keeping Teams Small
32:13 – The Next Industry Transformations
34:04 – Future of Automation in Investing Firms and Incubators
37:39 – Technical People as First Time Founders
41:08– Broad Impact of AI Over the Next 5 Years
41:49 – Conclusion