How Agentic AI is Transforming The Startup Landscape with Andrew Ng

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