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
And so, okay.
$30,000 a month.
Right.
And by the way, those, those friends have like a thousand more ideas of the things that they want their claw to do.
Right.
And so you could imagine there's like latent demand of up to, I don't know, five or $10,000 a day of, of, of tokens for a fully deployed, you know, personal agent.
Right.
Obviously, consumers can't pay that, but it gives you a sense of the future scope of demand.
Even if there's a 10x improvement in price performance, that still goes to $100 a day, which is still way beyond what people can pay.
There's just going to be ferocious demand.
By the way, the other interesting thing is, up until now, a lot of the constraints have been GPU constraints.
I think the agent thing now also translates into CPU constraints.
CPU and memory, yes.
CPU and memory, right?
And so like the entire chip ecosystem is just going to get... With the network constraints, that will be the killer.
It's all bottlenecked and potentially for years.
And so I think that Brad, and I think it's actually possible.
I mean, generally inference costs are going to keep coming down, but I think let's put it this way.
The rate of decline, I think may level out here for a bit because of these supply constraints.
And then at some point, maybe the lab stops subsidizing so much.
Showing 861–880 of 25,592 · page 44 of 1280
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