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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recordings per month · last 12 monthsRecordings per month over the last 12 months — 26 in all, peaking in Jan 2026 with 6.
Appearances
Every dollar right now that's being put in the ground is turning into revenue.
In fact, I actually think there's an interesting thing happening, which is, because everybody's starved for capacity, the models that we actually have that we can use today are inferior versions of what we would have if not for the supply constraints.
Right, to pose a hypothetical universe in which GPUs were 10 times cheaper and 10 times more plentiful, the models would be much better because you would just allocate a lot more money to training and you'd just build better models and they would be better.
And so we're actually getting the sandbag version of the technology.
No,
stuff.
But getting the good stuff is just, even if technical progress stops,
Once there's a much bigger build of GPU manufacturing capacity and memory, all the things that have to happen in the course of the next five or 10 years, once it happens, even the current technology is going to get much better.
And then, as you know, there's just a million ways to use this stuff.
There's just a million use cases for this.
This isn't just sending packets across a thing, whatever, and hoping people find something to do with it.
This is just like, oh, we apply intelligence into every domain of human activity.
And then it works incredibly well.
Here's what I know.
In the next three or four years, somewhere between three or four years out, basically everything is selling out.
The entire supply chain is sold out or selling out.
We're just going to have chronic supply shortage for years to come.
There's going to be a response from the market that's going to result in an enormous flood of investment in a new fab capacity and everything else to be able to do that.
At some point, the supply chain constraints will unlock, at least to some degree.
That will be another accelerant to industry growth when that happens, because the products will get better and everything will get cheaper.
Showing 801–820 of 25,592 · page 41 of 1280
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