Marc Andreessen
speaker
25,592 appearances
50 recordings
3 series
first heard Oct 2024
last heard 1 Aug
Marc Andreessen’s voice in public audio — every appearance, attributed to the second.
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Appearances
But it took, and actually the elapsed time was it took 15 years.
It took 15 years from 2000 to 2015 to actually fill up all that capacity.
The cautionary warning is the overbuild can happen.
Um, and, and, and, and, you know, you, you get into this thing where basically everybody, everybody who basically has any sort of institutional capital is like, wow, it's just, I don't know how to invest in these crazy software things, but for sure I can put, build data centers.
And for sure I can buy GPUs and I can deploy, you know, compute grids and, and all these things.
Um, and, and so, you know, if you're a pessimist, you can look at this and you can say, wow, this is like really set up to be able to basically replicate, you know, what
we went through, we went through in 2000, obviously that would be bad.
The counter argument, which is the one I agree with, which is the counter on the other side is a couple of things.
One is the companies that are investing all the, the companies that are investing the money are like the bluest chip of companies.
And so back, back, back in the, in the doc, like global crossing was like an, it was like an entrepreneur.
It was like a new venture.
But like the money that's being deployed now at scale is Microsoft and, you know, and Amazon and Google and Facebook and NVIDIA.
And, you know, these, these, these, and now, you know, by the way, OpenAI and Anthropic, which are now at like, you know, really serious size, you know, as companies with, you know, very serious revenue.
These are very large scale companies with like lots, lots of cash, lots of debt capacity that they've never used.
And so this is institutional in a way that that really wasn't at the time.
And then the other is, at least for now, every dollar that's being put into anything that results in a running GPU is being turned into revenue right away.
And you guys know this.
Everybody starved for capacity.
Everybody starved for compute capacity and then all the associated things, memory and interconnect and everything else.
data center space.
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