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 then you've got, you know, a whole fleet of startups, new companies, including a whole bunch that we're back in that are, you know, trying to kind of come up with different approaches.
And then you've got whatever it is.
I don't know how, how many, how many like mainline foundation model companies are there in China at this point?
It's probably six, five tigers is what they call
does that include
Yes.
a leading model yet.
But Seedance is very inspiring and presumably they have more stuff coming and Tencent probably has more stuff coming and so forth.
Look, here would be a thing you can anticipate.
Between the U.S.
and China right now, there's a dozen primary financial model companies that are at scale at some level of critical mass.
It's not going to be a dozen in three years, just because these industries don't bear a dozen.
There's going to be three or four big winners, or maybe one or two big winners.
And so there's going to be like a whole bunch of those guys that are going to have to figure out alternate strategies.
And I think like open source is one of those strategies.
And so I think you could see like a whole, I think the questions like who's going to do open source, I think that could change really fast.
I think that that's a very dynamic thing.
I think it's very hard to predict what happens.
And I think it's very important.
NVIDIA is doing a lot.
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