Marc Andreessen
👤 SpeakerAppearances Over Time
Podcast Appearances
In fact, a lot of Valley companies grew a lot.
In fact, a lot of Valley companies grew a lot.
And so I was very enthusiastic between 2020 and let's say 2023 that we had cracked the code on how to finally get away from the geographic constraints of Silicon Valley.
And so I was very enthusiastic between 2020 and let's say 2023 that we had cracked the code on how to finally get away from the geographic constraints of Silicon Valley.
I think in the last two years, I think that that process has
I think in the last two years, I think that that process has
whiplash reversed in an incredible way.
whiplash reversed in an incredible way.
And I think the tech industry is more centralized in Silicon Valley than it has been in its entire existence.
And I think the tech industry is more centralized in Silicon Valley than it has been in its entire existence.
And I think it's AI, very specifically.
And I think it's AI, very specifically.
And I think something very close to 100% of the quality AI companies are in California, and specifically
And I think something very close to 100% of the quality AI companies are in California, and specifically
in a 20 mile radius of where I'm sitting right now.
in a 20 mile radius of where I'm sitting right now.
There are exceptions, and 11 Labs, of course, is one of the big exceptions, and Black Forest Labs, and we have a whole bunch that we're very proud of, Mistral.
There are exceptions, and 11 Labs, of course, is one of the big exceptions, and Black Forest Labs, and we have a whole bunch that we're very proud of, Mistral.
There are definitely exceptions, but man, if you look at just the value creation numbers, and if you look at the talent base, and if you look at the flow of where people are going, for better or for worse, it's in Northern California.
There are definitely exceptions, but man, if you look at just the value creation numbers, and if you look at the talent base, and if you look at the flow of where people are going, for better or for worse, it's in Northern California.