According to @AndrewYNg, he appeared on the 20VC podcast and discussed bottlenecks in AI adoption, US–China geopolitics, and remaining opportunities to build in AI, as stated in his X post on Nov 20, 2025. Source: Andrew Ng on X. No quantitative disclosures, timelines, or sector-specific guidance were provided in the post, indicating no immediate market-moving data to act on. Source: Andrew Ng on X. Traders should monitor the release of the full 20VC episode for concrete commentary on compute constraints and policy that could inform positioning across AI equities and AI-linked crypto sectors, with actions contingent on the episode’s content. Source: Andrew Ng on X.