Marc Andreessen

And then every new generation of kids coming along that shows up for a freshman computer science course is going to learn how to do this now in a way that they wouldn't if this was a black box. We need open source in the same way we need freedom of speech, academic freedom and freedom to research things.

And then every new generation of kids coming along that shows up for a freshman computer science course is going to learn how to do this now in a way that they wouldn't if this was a black box. We need open source in the same way we need freedom of speech, academic freedom and freedom to research things.

And so my model is basically you let the big companies, the small companies and open source run and compete against each other. That's what happened in the computer industry. It worked really well. That's what happened in the Internet industry. It worked really well. I believe that's what's going to happen in AI. I think it's going to work really well. One of those can work.

And so my model is basically you let the big companies, the small companies and open source run and compete against each other. That's what happened in the computer industry. It worked really well. That's what happened in the Internet industry. It worked really well. I believe that's what's going to happen in AI. I think it's going to work really well. One of those can work.

That argument is a very real argument. It gets deployed frequently. It is being very actively deployed in the AI space. And in fact, as we sit here today, two things. So one is there are actually currently existing sanctions for Western companies and American companies to sell leading edge AI chips to China.

That argument is a very real argument. It gets deployed frequently. It is being very actively deployed in the AI space. And in fact, as we sit here today, two things. So one is there are actually currently existing sanctions for Western companies and American companies to sell leading edge AI chips to China.

It's actually not legal today, for example, for NVIDIA to sell its leading edge AI chips to China. We actually live in a world in which that decision has been made and that policy has been implemented. And then the Biden administration had moved, actually put out an executive order, which I think has now been revoked.

It's actually not legal today, for example, for NVIDIA to sell its leading edge AI chips to China. We actually live in a world in which that decision has been made and that policy has been implemented. And then the Biden administration had moved, actually put out an executive order, which I think has now been revoked.

But they had put out an executive order that was going to apply that same kind of restriction, basically a sanctions process to software. This is a very live argument. And there's going to be another round of these arguments in D.C. as a consequence of the deep seek thing. Those conversations are underway.

But they had put out an executive order that was going to apply that same kind of restriction, basically a sanctions process to software. This is a very live argument. And there's going to be another round of these arguments in D.C. as a consequence of the deep seek thing. Those conversations are underway.

And then basically what you have there is kind of a classic thing that you have when you get into policy disputes, which is you have the rational version of that conversation, which is what's in the national interest from a theoretical standpoint.

And then basically what you have there is kind of a classic thing that you have when you get into policy disputes, which is you have the rational version of that conversation, which is what's in the national interest from a theoretical standpoint.

And then you have the political version of the conversation, which is, OK, what is the political process actually going to do with the rational argument? And let me just say, we all, I think, have a lot of experience watching when a rational argument encounters the political process. It's usually not the rational argument that wins.

And then you have the political version of the conversation, which is, OK, what is the political process actually going to do with the rational argument? And let me just say, we all, I think, have a lot of experience watching when a rational argument encounters the political process. It's usually not the rational argument that wins.

What you get out of the other side of the machine is not what you went in thinking you were going to get. And then there's a third factor that we always need to talk about, which is the corrupting influence of especially big companies. If you're a big company and you're threatened by what's happening in China, what's happening with open source, of course, you're going to try to weaponize the U.S.

What you get out of the other side of the machine is not what you went in thinking you were going to get. And then there's a third factor that we always need to talk about, which is the corrupting influence of especially big companies. If you're a big company and you're threatened by what's happening in China, what's happening with open source, of course, you're going to try to weaponize the U.S.

government to protect you. And maybe that's in the national interest and maybe it's not. But you're for sure going to push for that whether or not it's in the national interest. And so that's what makes the conversation complicated. And so let's just talk about the chip embargo for a second. So you can't sell leading edge AI chips to China. So that leads to basically a couple of things.

government to protect you. And maybe that's in the national interest and maybe it's not. But you're for sure going to push for that whether or not it's in the national interest. And so that's what makes the conversation complicated. And so let's just talk about the chip embargo for a second. So you can't sell leading edge AI chips to China. So that leads to basically a couple of things.

So one is for sure it sets them back in certain ways. There are certain things that they're not going to be able to do. And maybe that's good because you've decided that's in the national interest. But let's just say there are three other interesting consequences of that.

So one is for sure it sets them back in certain ways. There are certain things that they're not going to be able to do. And maybe that's good because you've decided that's in the national interest. But let's just say there are three other interesting consequences of that.