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 months
6 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 26 in all, peaking in Jan 2026 with 6.

Appearances

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And so I know that's going to happen.
I know that the deployments, the actual use cases are really compelling.
And then, like I said, with reasoning and agents and so forth, I know they're just going to get much, much better from here.
And so I know the capabilities are really real and serious.
I also know that the technical progress is not going to stop.
It is accelerating.
The breakthroughs are tremendous.
I mean, even just month over month, the breakthroughs are really dramatic.
And so, you know, I think if you were a cynic and there, there are cynics, you can look at 2000, you can find echoes, but I can't even imagine betting that this is going to like somehow disappoint and, you know, at least for years to come, I think it would be essentially suicidal to make that bet.
It was at Michael Burry.
That's an interesting guy, huh?
We'll pick on a guy.
Let's pick on one guy.
Well, because he did.
He came out with it.
He doesn't mind.
It was the NVIDIA short, right?
He came out with the NVIDIA short.
And then you guys probably talked about this, which is the analysis now that the current models are getting better, faster at such a rate that if you're running an NVIDIA inference chip today that's three years old, you're making more money on it today than you did three years ago.
Yeah.
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