He predicted:
• The Deep Learning revolution (2008)
• The online education boom (2011)
• China's massive AI dominance (2014)
Now Andrew Ng revealed 5 opportunities that will create more millionaires than anything before.
Here's what you should know (& how to prepare): 🧵
First, his track record:
Ng built Google Brain. Co-founded Coursera. Led Baidu's AI.
He's trained 8 million students and has $370M backing his AI Fund.
When Ng makes predictions, Silicon Valley listens.
1/ Agentic AI beats scaling models
The agentic AI market explodes from $5.1B to $69B by 2032.
That's 13x growth in 7 years.
Meanwhile, everyone's chasing bigger models that cost billions.
Ng proved something revolutionary:
Smaller models with agentic workflows outperform giants.
His 4 design patterns change everything:
• Reflection (AI critiques itself)
• Tool use (connects to APIs)
• Planning (breaks complex tasks)
• Multi-agent collaboration
JPMorgan already cut costs 30% using this.
2/ Military AI is the next gold rush
February 2025, Ng stunned Silicon Valley:
"I'm glad Google changed its stance on AI weapons."
His portfolio companies are already saving lives with autonomous drones.
3/ AGI is decades away
How do you know if he have AGI? Ng's test is simple:
"Until companies fire ALL intellectual workers, AGI hasn't arrived."
His companies focus on boring, profitable problems.
4/ China will dominate through open-source
"There's now a path for China to surpass the U.S. in AI."
Not through bigger models. Through speed.
Smart founders are already leveraging Chinese open models at 1/10th the cost.
5/ Small specialized models beat giants
The SLM market grows from $930M to $5.45B by 2032.
Why? Token prices crashed 90%. Edge computing is exploding.
Edge computing spending will hit $378B by 2028.
The shift is happening NOW.
Think about it:
Medical AI on phones. Factory AI on $99 devices. Retail AI with zero latency.
No cloud costs. No privacy concerns. No internet needed.
The infrastructure for the next wave of AI millionaires already exists.
The infrastructure is ready. The models are getting smaller and cheaper.
But there's one critical piece most companies miss when deploying AI at scale:
Trust.
The key insight:
Your customers need to trust your AI decisions. Regulators demand explainable models. Stakeholders require transparency.
Yet most AI deployments lack the governance frameworks to deliver this.
The winners understand something crucial:
In a world where anyone can deploy AI models, competitive advantage comes from trusted AI.
The companies scaling fastest aren't just deploying more models, they're deploying validated models with proper governance and monitoring.
This separates the leaders from the followers.
Are you an Enterprise AI Leader looking to validate and govern your AI models at scale?
http://TrustModel.ai provides the model validation and monitoring, governance frameworks for compliance, and transparency tools you need.
Learn more:
@AndrewYNg
