Marc Andreessen

We're allowed to read the book. We're allowed to learn from the book. And then we're allowed to go about our daily life and talk about the ideas that we learned in the book. There's another argument that says that training in AI is much more analogous to human being reading a book as opposed to stealing it. And then there's just this practical reality, which is if China doesn't care about U.S.

We're allowed to read the book. We're allowed to learn from the book. And then we're allowed to go about our daily life and talk about the ideas that we learned in the book. There's another argument that says that training in AI is much more analogous to human being reading a book as opposed to stealing it. And then there's just this practical reality, which is if China doesn't care about U.S.

copyright, which they traditionally don't, and their AIs can get trained in all the books. And if the American companies are prohibited ultimately by law from being able to train in the books, then the U.S. may just lose on AI. Just from a practical standpoint, that may be a death blow where it's just like they win and we lose. There's sort of that whole snarl of arguments in there.

copyright, which they traditionally don't, and their AIs can get trained in all the books. And if the American companies are prohibited ultimately by law from being able to train in the books, then the U.S. may just lose on AI. Just from a practical standpoint, that may be a death blow where it's just like they win and we lose. There's sort of that whole snarl of arguments in there.

One of the things that DeepSeq has not revealed is the data that they train on. And so you don't get a copy of the data when you download DeepSeq, you get what are called the weights. And so you get the neural network that results from training on the material that they trained on. But from that, it's very difficult or impossible to look inside and sort of derive the training data.

One of the things that DeepSeq has not revealed is the data that they train on. And so you don't get a copy of the data when you download DeepSeq, you get what are called the weights. And so you get the neural network that results from training on the material that they trained on. But from that, it's very difficult or impossible to look inside and sort of derive the training data.

By the way, also, neither do Anthropic or OpenAI reveal the data that they train on. Then there's intense speculation in the field as to what's in the OpenAI training data and what's not. They consider it a proprietary secret. They don't release that. And so the Chinese deep sea may or may not be doing things differently than these companies.

By the way, also, neither do Anthropic or OpenAI reveal the data that they train on. Then there's intense speculation in the field as to what's in the OpenAI training data and what's not. They consider it a proprietary secret. They don't release that. And so the Chinese deep sea may or may not be doing things differently than these companies.

They may or may not have a different approach to copyright. By the way, maybe this is all a moot point. Maybe they're all using the same data and DeepSeq just figured out a better way to encode the algorithm. That we don't know. We don't actually know what the OpenAI and Anthropic algorithms are because they're not open source.

They may or may not have a different approach to copyright. By the way, maybe this is all a moot point. Maybe they're all using the same data and DeepSeq just figured out a better way to encode the algorithm. That we don't know. We don't actually know what the OpenAI and Anthropic algorithms are because they're not open source.

We don't know how much better or worse they are than the DeepSeq algorithms passed in public.

We don't know how much better or worse they are than the DeepSeq algorithms passed in public.

I'm in favor of maximum competition. And by the way, like that fits with the theme of I'm a VC. So one of the things about being a VC is if you're a company founder, if I'm like running an AI company, I need to have a very specific strategy that has pros and cons and trade-offs. I need to think hard about that. As a VC, I don't need to do that.

I'm in favor of maximum competition. And by the way, like that fits with the theme of I'm a VC. So one of the things about being a VC is if you're a company founder, if I'm like running an AI company, I need to have a very specific strategy that has pros and cons and trade-offs. I need to think hard about that. As a VC, I don't need to do that.

I can make multiple bets that have contradictory theses. This is a little Peter Thiel thing, right? Of determinate optimism versus indeterminate optimism. A company founder CEO has to be a determinate optimist. They have to have a plan and they have to make the hard trade-offs to be able to succeed at that plan. A VC is an indeterminate optimist.

I can make multiple bets that have contradictory theses. This is a little Peter Thiel thing, right? Of determinate optimism versus indeterminate optimism. A company founder CEO has to be a determinate optimist. They have to have a plan and they have to make the hard trade-offs to be able to succeed at that plan. A VC is an indeterminate optimist.

We can fund a hundred different companies with a hundred different plans with mutually conflicting assumptions. And so the nature of my job is I don't have to make the call that you just described. And then that, let's just say, makes it easy for me to make a philosophical argument, which I really deeply agree with personally, which is I'm in favor of maximum competition.

We can fund a hundred different companies with a hundred different plans with mutually conflicting assumptions. And so the nature of my job is I don't have to make the call that you just described. And then that, let's just say, makes it easy for me to make a philosophical argument, which I really deeply agree with personally, which is I'm in favor of maximum competition.

So I'm in favor of the free market. I'm in favor of maximum competition, maximum freedom. And essentially, if you think about it one level down, a maximum rate of evolution, being able to have as many smart people as possible, come up with as many different approaches as possible, run them against each other in the free market and see what happens.

So I'm in favor of the free market. I'm in favor of maximum competition, maximum freedom. And essentially, if you think about it one level down, a maximum rate of evolution, being able to have as many smart people as possible, come up with as many different approaches as possible, run them against each other in the free market and see what happens.