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
because the pace of improvement of the software is faster than the depreciation cycle of the chip.
And then my understanding is Google is running... I don't know exactly what... These are rumors that I've heard, or maybe it's public, but I think Google's running very old TPUs very profitably.
So it actually turns out, as far as I can tell, it's actually the opposite of the Burry thesis.
He was actually 180 degrees wrong.
The old NVIDIA chips are getting more valuable.
Which is something that's like literally never happened before.
Like it's never been the case that you have an older model chip that becomes more valuable, not less valuable.
And again, that's an expression of that just ferocious pace of software progress, ferocious pace of capability payoff that you're getting on the other side of this.
And so I just, the idea of betting against that, like it's like an
to
face ripped
Well, so just to start, yeah, so I think open source is very important for a bunch of reasons.
I think edge inference is very important for a bunch of reasons.
I think just practically speaking, if we're just going to have fundamental supply crunches for the next, I mean, you guys know, if you just project forward demand over the next three years relative to supply, one of the dismaying predictions you can do is what's going to happen to the cost of inference in the core over the next three years, and it may rise dramatically, right?
And then the big model competitors are subsidizing heavily right now, right?
And so what's the...
what will be the average person's, you know, per day, per month token costs, you know, three years from now to do all the things that they want to do.
And I don't know, it's going to be, I mean, I have, you guys probably have friends.
I have friends today who are paying a thousand dollars a day for open claw for claw tokens to run open claw.
Right.
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