Marc Andreessen

In a way, the more interconnected the world gets, the more resilient it gets, because there's just more ways to do things and more ways for people to adapt and everything to change. And then in some ways, the more interconnected the world gets, the more dangerous things get, because if any one part of it breaks, the whole thing breaks. And so there's a real push-pull on that.

In a way, the more interconnected the world gets, the more resilient it gets, because there's just more ways to do things and more ways for people to adapt and everything to change. And then in some ways, the more interconnected the world gets, the more dangerous things get, because if any one part of it breaks, the whole thing breaks. And so there's a real push-pull on that.

I would make a list of four things. So I would say phones, drones, cars, and robots. And basically, this is the ladder that China's climbing. And to your point, this is the ladder of not just products, but entire supply chains. And so China became the place that all the phones were assembled, manufactured.

I would make a list of four things. So I would say phones, drones, cars, and robots. And basically, this is the ladder that China's climbing. And to your point, this is the ladder of not just products, but entire supply chains. And so China became the place that all the phones were assembled, manufactured.

And so as you know, they built up this entire ecosystem in China of thousands and thousands of specialist companies to basically do phones. This particular environment called Shenzhen, which is this cluster of thousands and thousands of companies that basically manufacture all kinds of electronic and hardware and mechanical and computer kind of things.

And so as you know, they built up this entire ecosystem in China of thousands and thousands of specialist companies to basically do phones. This particular environment called Shenzhen, which is this cluster of thousands and thousands of companies that basically manufacture all kinds of electronic and hardware and mechanical and computer kind of things.

So they did that in phones and they produced billions of phones a year. So that worked and that's running at high scale. That supply chain was then levered for China winning the drone market, consumer drones like DJI drones. And basically what happened was China won the global drone market. They're 99 point something percent share of the global drone market.

So they did that in phones and they produced billions of phones a year. So that worked and that's running at high scale. That supply chain was then levered for China winning the drone market, consumer drones like DJI drones. And basically what happened was China won the global drone market. They're 99 point something percent share of the global drone market.

By the way, as a consequence of that, they're well over 90% of all the drones used by the which is interesting because every single one of those drones is potentially backdoored to be a surveillance platform or to be used as a kamikaze weapon. So there's a real issue with this. Great example of the issues that emerge.

By the way, as a consequence of that, they're well over 90% of all the drones used by the which is interesting because every single one of those drones is potentially backdoored to be a surveillance platform or to be used as a kamikaze weapon. So there's a real issue with this. Great example of the issues that emerge.

But a big part of why China wanted drones, at least up until now, was they had this entire supply chain that started out building phones that they adapted, and then they built all this stuff to make drones. And a drone, in a lot of ways, it's like a flying phone. It has a lot of the same equipment. Then it has some new stuff, but they wanted that, at least up until recently.

But a big part of why China wanted drones, at least up until now, was they had this entire supply chain that started out building phones that they adapted, and then they built all this stuff to make drones. And a drone, in a lot of ways, it's like a flying phone. It has a lot of the same equipment. Then it has some new stuff, but they wanted that, at least up until recently.

Now they're going to cars. And the reason they're going to cars is because a modern self-driving electric car is much more like a rolling laptop on wheels or a rolling phone on wheels than it is like an old fashioned internal combustion car. And Tesla is our example of that in the US where a Tesla is a computer and a lot of batteries wrapped in a frame with some tires.

Now they're going to cars. And the reason they're going to cars is because a modern self-driving electric car is much more like a rolling laptop on wheels or a rolling phone on wheels than it is like an old fashioned internal combustion car. And Tesla is our example of that in the US where a Tesla is a computer and a lot of batteries wrapped in a frame with some tires.

The great illustration of the change here is if you just go visit the service bay at a traditional car dealership versus the service bay at a Tesla dealership, the service bay in a traditional car industry is oil and grease everywhere and all kinds of stuff going on. And everybody's got the overalls and they've got the dirty rag they've been wiping their hands on all day.

The great illustration of the change here is if you just go visit the service bay at a traditional car dealership versus the service bay at a Tesla dealership, the service bay in a traditional car industry is oil and grease everywhere and all kinds of stuff going on. And everybody's got the overalls and they've got the dirty rag they've been wiping their hands on all day.

You go to a Tesla dealership and it's like an operating room. Everything's clean because it's not internal combustion. There's none of this stuff. It's just a computer. The Chinese basically are now doing in cars what they did in drones and what they did in phones, which is they built an entire ecosystem leveraging those other supply chains.

You go to a Tesla dealership and it's like an operating room. Everything's clean because it's not internal combustion. There's none of this stuff. It's just a computer. The Chinese basically are now doing in cars what they did in drones and what they did in phones, which is they built an entire ecosystem leveraging those other supply chains.

They built an entire ecosystem of all the parts needed to build self-driving electric cars. And they're now bringing those cars to market. And now all of a sudden they're really good. And they're really good in the same way that Chinese phones are really good and the Chinese drones are really good, which is they're fully modern. They're super advanced. They're super inexpensive.

They built an entire ecosystem of all the parts needed to build self-driving electric cars. And they're now bringing those cars to market. And now all of a sudden they're really good. And they're really good in the same way that Chinese phones are really good and the Chinese drones are really good, which is they're fully modern. They're super advanced. They're super inexpensive.