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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]

Specifically for AI, what that means is I'm in favor of the big labs running as fast as they can. I'm 100% supportive of OpenAI and Anthropic doing whatever they want, bringing whatever products to market they want, running as hard as they want.

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

Specifically for AI, what that means is I'm in favor of the big labs running as fast as they can. I'm 100% supportive of OpenAI and Anthropic doing whatever they want, bringing whatever products to market they want, running as hard as they want.

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

As long as they're not getting preferential policy treatment or preferential subsidies or preferential support from the government, they should be able to do whatever it is that they do. As a company, I'm in favor, obviously, of startups. I want lots of startups to try lots of different things. And we, of course, are very active in funding AI startups of every shape, size, and description.

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

As long as they're not getting preferential policy treatment or preferential subsidies or preferential support from the government, they should be able to do whatever it is that they do. As a company, I'm in favor, obviously, of startups. I want lots of startups to try lots of different things. And we, of course, are very active in funding AI startups of every shape, size, and description.

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

So I want them to be able to run And then I want open source to be able to run. And I want open source to be able to run in part because I think it's good if stuff shows up in open source, even if it means that there are some business models for companies that don't work, the benefit to the world and to the industry as a whole is so big. We'll find other ways to make money.

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

So I want them to be able to run And then I want open source to be able to run. And I want open source to be able to run in part because I think it's good if stuff shows up in open source, even if it means that there are some business models for companies that don't work, the benefit to the world and to the industry as a whole is so big. We'll find other ways to make money.

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

AI will just be like a lot more common and a lot cheaper and a lot easier. And I think that would be a great outcome. And then the other really critical thing about open source and the reason we all need to defend and protect open source is without open source, everything just becomes a black box.

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

AI will just be like a lot more common and a lot cheaper and a lot easier. And I think that would be a great outcome. And then the other really critical thing about open source and the reason we all need to defend and protect open source is without open source, everything just becomes a black box.

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

Without open source, everything becomes a black box owned and controlled by a small handful of companies that end up essentially colluding with the government, which we could talk about. But you need open source to be able to look inside the box and see what's happening, all this stuff.

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

Without open source, everything becomes a black box owned and controlled by a small handful of companies that end up essentially colluding with the government, which we could talk about. But you need open source to be able to look inside the box and see what's happening, all this stuff.

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

And by the way, you also need open source for academic research, and you need open source, therefore, for teaching. And so one of the issues with AI prior to the open source models, so going back two years when there were no basically open source LLMs, Meta released Llama, the two big ones, Llama, then Mistral out of France, and then now DeepSeek.

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

And by the way, you also need open source for academic research, and you need open source, therefore, for teaching. And so one of the issues with AI prior to the open source models, so going back two years when there were no basically open source LLMs, Meta released Llama, the two big ones, Llama, then Mistral out of France, and then now DeepSeek.

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

But before those open source models emerged, there was a crisis that was brewing in the universities and the educational system, which is the university researchers at places like Stanford and MIT and Berkeley didn't have the money to be able to buy a billion dollars worth of NVIDIA chips to be able to actually be in the game.

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

But before those open source models emerged, there was a crisis that was brewing in the universities and the educational system, which is the university researchers at places like Stanford and MIT and Berkeley didn't have the money to be able to buy a billion dollars worth of NVIDIA chips to be able to actually be in the game.

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

And so if you talk to computer science professors at the top universities, two years ago, they were very worried about Actually, the first worry was my university is not going to have enough money to be able to stay in the game and do anything relevant in AI anymore.

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

And so if you talk to computer science professors at the top universities, two years ago, they were very worried about Actually, the first worry was my university is not going to have enough money to be able to stay in the game and do anything relevant in AI anymore.

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

And then the other worry was all the universities together are not going to have enough money to be able to do anything and stay in the game because nobody can keep up with the fundraising of these giant companies. Open source puts the universities back in the game.

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

And then the other worry was all the universities together are not going to have enough money to be able to do anything and stay in the game because nobody can keep up with the fundraising of these giant companies. Open source puts the universities back in the game.

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

And it means that if I'm a professor at Stanford or MIT or Berkeley or any state school, whatever, University of Washington, whatever, I can now teach how this stuff works. And I can teach using the Lama Code or the Mistral Code or the Deep Seat Code. I can do research on that. I can actually continue to make breakthroughs. I can publish my research. So people can actually see what's happening.

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

And it means that if I'm a professor at Stanford or MIT or Berkeley or any state school, whatever, University of Washington, whatever, I can now teach how this stuff works. And I can teach using the Lama Code or the Mistral Code or the Deep Seat Code. I can do research on that. I can actually continue to make breakthroughs. I can publish my research. So people can actually see what's happening.