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Marc Andreessen

👤 Person
7339 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

This is a very big advance in the form of making both LLM reasoning, which is creative reasoning, and then also R1, which is actual reasoning reasoning for things like math and code and science, making this something that was super esoteric six months ago and ultra expensive and proprietary to something that's just universally available to everybody for free forever.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

This is a very big advance in the form of making both LLM reasoning, which is creative reasoning, and then also R1, which is actual reasoning reasoning for things like math and code and science, making this something that was super esoteric six months ago and ultra expensive and proprietary to something that's just universally available to everybody for free forever.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

And then every major tech company, internet company, every startup, we have tons of startups. We have dozens or hundreds of startups this week who are either working on basically replanting on a deep seek or incorporating into their products or figuring out the techniques that they used and using it to make existing AI systems better.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

And then every major tech company, internet company, every startup, we have tons of startups. We have dozens or hundreds of startups this week who are either working on basically replanting on a deep seek or incorporating into their products or figuring out the techniques that they used and using it to make existing AI systems better.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

The team at Meta, Mark Zuckerberg, talked recently about the team at Meta is ripping it apart, taking the ideas totally legally because it's open source and making sure that the next version of Lama will be at least as good at reasoning or better. This really propels the world forward. The two big things that we can derive from that, one is AI is going to be ubiquitous.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

The team at Meta, Mark Zuckerberg, talked recently about the team at Meta is ripping it apart, taking the ideas totally legally because it's open source and making sure that the next version of Lama will be at least as good at reasoning or better. This really propels the world forward. The two big things that we can derive from that, one is AI is going to be ubiquitous.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

There's all these AI risk people, whatever, safety people, the regulators, the bureaucrats, the government, the EU, the Brits with their safety thing. There's all these people that want to lock down and control AI. And this basically guarantees that none of that's going to happen, which I think is great. It's very much in the tradition of internet freedom and free speech.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

There's all these AI risk people, whatever, safety people, the regulators, the bureaucrats, the government, the EU, the Brits with their safety thing. There's all these people that want to lock down and control AI. And this basically guarantees that none of that's going to happen, which I think is great. It's very much in the tradition of internet freedom and free speech.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

And so I think that's fantastic. And then this was a 30x cost reduction for the same capability in one step. And then maybe the final thing to note, what this shows is reasoning is going to work. And reasoning is going to work basically for any domain of human activity in which you can generate answers that can be checked after the fact as to whether they're correct or not by a technical expert.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

And so I think that's fantastic. And then this was a 30x cost reduction for the same capability in one step. And then maybe the final thing to note, what this shows is reasoning is going to work. And reasoning is going to work basically for any domain of human activity in which you can generate answers that can be checked after the fact as to whether they're correct or not by a technical expert.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

We're going to have AI that's going to be able to do human and superhuman level reasoning for real. And that's going to work in domains like very important domains, coding, math, physics, chemistry, biology, economics, finance, law, and medicine. This basically guarantees every human being on the planet in five years is going to have a superhuman

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

We're going to have AI that's going to be able to do human and superhuman level reasoning for real. And that's going to work in domains like very important domains, coding, math, physics, chemistry, biology, economics, finance, law, and medicine. This basically guarantees every human being on the planet in five years is going to have a superhuman

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

AI lawyer, AI doctor at their beck and call at all times just as a standard thing on their phone. It just is going to make the world much better and healthier and more wonderful place.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

AI lawyer, AI doctor at their beck and call at all times just as a standard thing on their phone. It just is going to make the world much better and healthier and more wonderful place.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

To your point, if you're taking a snapshot in time just today, we'll start with that. So if you're looking at a zero-sum game and there's winners and losers just at a point in time, I'll just start with the winners. The winners are all the users. And so the winners are all the users, all the consumers, every individual, and then every business that uses AI.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

To your point, if you're taking a snapshot in time just today, we'll start with that. So if you're looking at a zero-sum game and there's winners and losers just at a point in time, I'll just start with the winners. The winners are all the users. And so the winners are all the users, all the consumers, every individual, and then every business that uses AI.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

We have all these startups that are doing like AI legal, AI lawyer. And last week they were spending 30 times as much on AI as they're spending this week. For example, take a company building an AI lawyer. If the cost of your key input drops by 30x, it's like driving a car and the cost of gasoline drops 30x.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

We have all these startups that are doing like AI legal, AI lawyer. And last week they were spending 30 times as much on AI as they're spending this week. For example, take a company building an AI lawyer. If the cost of your key input drops by 30x, it's like driving a car and the cost of gasoline drops 30x.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

All of a sudden you can drive 30 times as far on the same dollar, or you can use that additional spending power to buy more things. And so all of these companies are going to be either dramatically expanding the capability of what they can do with AI in all these domains, or they're going to variable of their services cheap or free instead. And so all the users, the world, it's great.

Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

All of a sudden you can drive 30 times as far on the same dollar, or you can use that additional spending power to buy more things. And so all of these companies are going to be either dramatically expanding the capability of what they can do with AI in all these domains, or they're going to variable of their services cheap or free instead. And so all the users, the world, it's great.