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a16z co-founder Marc Andreessen on why the shift from software AI to physical AI will create the biggest industry in human history: AI today is software. You open ChatGPT on your phone, and there's no manufacturing component, no real generator of middle-class jobs. But Marc Andreessen 🇺🇸 argues that... a second, far more consequential turn is coming: the shift to embodied physical AI. "There's another turn on AI that's coming, which is the turn to embodied physical AI, which is robotics." This transition, he points out, has already begun. Drones went from human-piloted to fully autonomous. Cars went from purely physical products to rolling computers that drive themselves. "If you ever have the misfortune of finding yourself in San Francisco, take a Waymo. It's amazing to live in a cyberpunk future reality where you're in literally a state-of-the-art self-driving car that's literally out of the Jetsons." He makes clear: this isn't science fiction anymore. The self-driving car really works, and it's only the beginning. The next frontier is humanoid robots. "The general purpose robotics thing is going to happen. And it's going to happen in the next decade and it's going to happen at giant scale." Andreessen shares Elon Musk's view that robotics could become the single biggest industry in the history of the planet: "There's going to be billions, tens of billions, hundreds of billions of robots of all shapes, sizes, descriptions running around doing all kinds of things." And all of those robots need to be designed and built. Which brings Andreessen to his core argument: the real opportunity isn't in trying to recover what was lost. It's in leaning forward into what's coming. "We don't try to get the old manufacturing jobs back. What we should do is lean hard into the manufacturing jobs of the future."show more

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ANDREESSEN: “Today AI is software … But there's another turn on AI that's coming, which is the turn to embodied physical AI, which is robotics … Elon Musk believes that robotics is going to be the biggest industry in the history of the planet.” 🎥 Marc Andreessen 🇺🇸 Joe Lonsdale

ANDREESSEN: “Today AI is software … But there's another turn on AI that's coming, which is the turn to embodied physical AI, which is robotics … Elon Musk believes that robotics is going to be the biggest industry in the history of the planet.” 🎥 Marc Andreessen 🇺🇸 Joe Lonsdale

Chief Nerd

397,733 views • 1 year ago

Robotics is going to be the biggest industry in the history of the planet. Hundreds of billions of robots of all shapes, sizes and descriptions -Marc Andreessen 🇺🇸

Robotics is going to be the biggest industry in the history of the planet. Hundreds of billions of robots of all shapes, sizes and descriptions -Marc Andreessen 🇺🇸

Simon Kalouche

13,802 views • 1 year ago

Marc Andreessen says general-purpose robotics is going to happen at giant scale in the next decade; the US shouldn't try to get the old manufacturing jobs back – instead, we should lean hard into designing and building robots.

Marc Andreessen says general-purpose robotics is going to happen at giant scale in the next decade; the US shouldn't try to get the old manufacturing jobs back – instead, we should lean hard into designing and building robots.

The Humanoid Hub

167,388 views • 1 year ago

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

a16z

79,935 views • 10 months ago

Marc Andreessen explains that America can win the future of manufacturing by building the advanced products of the future in highly automated factories that create well-paying, high-skilled “blue-collar-plus” jobs: “What you have is a large number of jobs, that are, call them ‘blue-collar-plus jobs’, and then also white-collar jobs, and all the associated service jobs around those that are building and maintaining that new kind of plant to build that new kind of thing.” “I think what you can do is you can leap forward on the nature of the product you’re building.” “By the way, if we don’t do that, all of those things are going to get made in China.” “What an amazing story it would be for America in the 21st century, which is we reindustrialize not to build the products of the past but to build the products of the future.” Marc Andreessen 🇺🇸

Marc Andreessen explains that America can win the future of manufacturing by building the advanced products of the future in highly automated factories that create well-paying, high-skilled “blue-collar-plus” jobs: “What you have is a large number of jobs, that are, call them ‘blue-collar-plus jobs’, and then also white-collar jobs, and all the associated service jobs around those that are building and maintaining that new kind of plant to build that new kind of thing.” “I think what you can do is you can leap forward on the nature of the product you’re building.” “By the way, if we don’t do that, all of those things are going to get made in China.” “What an amazing story it would be for America in the 21st century, which is we reindustrialize not to build the products of the past but to build the products of the future.” Marc Andreessen 🇺🇸

a16z

124,115 views • 9 months ago

Marc Andreessen on the imperative of speed in AI adoption: "Both the AI utopians and the AI doomers are far too optimistic." "They believe that because the technology makes something possible, 8 billion people all of a sudden are going to change how they behave. It's like—no. So much of how the existing economy works is just wired in." "We're going to be lucky as a society if AI adoption happens quickly. Because if it doesn't, what we're going to have is stagnation." Marc Andreessen 🇺🇸 with Latent.Space

Marc Andreessen on the imperative of speed in AI adoption: "Both the AI utopians and the AI doomers are far too optimistic." "They believe that because the technology makes something possible, 8 billion people all of a sudden are going to change how they behave. It's like—no. So much of how the existing economy works is just wired in." "We're going to be lucky as a society if AI adoption happens quickly. Because if it doesn't, what we're going to have is stagnation." Marc Andreessen 🇺🇸 with Latent.Space

a16z

70,510 views • 4 months ago

Trump understands what’s coming. The United States is going to lead the world in AI and robotics, especially humanoid robots, bc of Elon. Whoever leads humanoid robots and AI will define the next industrial era, and America has the pole position with Tesla. “Get somebody to start those robots and you’re going to have to improve the robots. But we’re going to have robotic factories plus manpower. So we’re going to have enough. We’re going to need the help of robots and other forms of, I guess you could say, employment. We’re going to be employing a lot of artificial things. But the beauty is we’re going to have more jobs than we’ve ever had.” - Donald Trump

Trump understands what’s coming. The United States is going to lead the world in AI and robotics, especially humanoid robots, bc of Elon. Whoever leads humanoid robots and AI will define the next industrial era, and America has the pole position with Tesla. “Get somebody to start those robots and you’re going to have to improve the robots. But we’re going to have robotic factories plus manpower. So we’re going to have enough. We’re going to need the help of robots and other forms of, I guess you could say, employment. We’re going to be employing a lot of artificial things. But the beauty is we’re going to have more jobs than we’ve ever had.” - Donald Trump

Teslaconomics

134,275 views • 8 months ago

Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸

Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸

a16z

69,885 views • 10 months ago

Marc Andreessen: "It's pretty likely in 5 years that AI chips will be cheap and plentiful." This is him counting the trillions going into the ground, the GPT-5 class model that now runs on two MacBooks, and why he thinks the chip shortage ends. His words: "There's just hundreds of billions or at this point trillions of dollars maybe going into the ground in all these things. And so the per unit cost of the AI companies are going to drop like a rock over the course of the next decade." "If you track the capability of the leading edge models over time what you find is after 6 or 12 months there's a small model that's just as capable." "The new version of Kimi is a reasoning model that is at least according to the benchmark so far is basically a replication of the reasoning capabilities of GPT5." "Shrunk down to be able to run on either it's like one MacBook or two MacBooks" "They're now so valuable, generating so many profits that it's the bat signal of all time to the rest of the chip industry to figure out how to advance the state-of-the-art AI chips." "Extremely positive for the economics of the kinds of companies that we invest in." Bookmark & watch today ↓

Marc Andreessen: "It's pretty likely in 5 years that AI chips will be cheap and plentiful." This is him counting the trillions going into the ground, the GPT-5 class model that now runs on two MacBooks, and why he thinks the chip shortage ends. His words: "There's just hundreds of billions or at this point trillions of dollars maybe going into the ground in all these things. And so the per unit cost of the AI companies are going to drop like a rock over the course of the next decade." "If you track the capability of the leading edge models over time what you find is after 6 or 12 months there's a small model that's just as capable." "The new version of Kimi is a reasoning model that is at least according to the benchmark so far is basically a replication of the reasoning capabilities of GPT5." "Shrunk down to be able to run on either it's like one MacBook or two MacBooks" "They're now so valuable, generating so many profits that it's the bat signal of all time to the rest of the chip industry to figure out how to advance the state-of-the-art AI chips." "Extremely positive for the economics of the kinds of companies that we invest in." Bookmark & watch today ↓

Fireside Alpha

79,776 views • 28 days ago

Elon Musk reveals why he’s building rockets, AI, and humanoid robots at the same time "The overall goal of my companies is to maximize the probability that civilization has a great future, and to expand consciousness beyond earth" "We need to assume that life and consciousness is extremely rare and it might only be us" "The image in my mind is of a tiny candle in a vast darkness, a tiny candle of consciousness that could easily go out" "That's why it's important to make life multiplanetary, such that if there's a natural or man-made disaster on earth, that consciousness continues" "That's the purpose of SpaceX" "With robotics and AI, this is really the path to abundance for all. The only way to solve global poverty and give everyone a very high standard of living is AI and robotics" "My prediction is there'll be more robots than people. Everyone on earth is going to have one and going to want one. We will make so many robots and AI that they will saturate all human needs. You won't be able to even think of something to ask the robot for" "Who wouldn't want a robot to watch over your kids, take care of your pet, or protect an elderly parent? There just aren't enough young people to take care of the old people" "Overall I'm very optimistic. We're headed for a future of amazing abundance. We are in the most interesting time in history"

Elon Musk reveals why he’s building rockets, AI, and humanoid robots at the same time "The overall goal of my companies is to maximize the probability that civilization has a great future, and to expand consciousness beyond earth" "We need to assume that life and consciousness is extremely rare and it might only be us" "The image in my mind is of a tiny candle in a vast darkness, a tiny candle of consciousness that could easily go out" "That's why it's important to make life multiplanetary, such that if there's a natural or man-made disaster on earth, that consciousness continues" "That's the purpose of SpaceX" "With robotics and AI, this is really the path to abundance for all. The only way to solve global poverty and give everyone a very high standard of living is AI and robotics" "My prediction is there'll be more robots than people. Everyone on earth is going to have one and going to want one. We will make so many robots and AI that they will saturate all human needs. You won't be able to even think of something to ask the robot for" "Who wouldn't want a robot to watch over your kids, take care of your pet, or protect an elderly parent? There just aren't enough young people to take care of the old people" "Overall I'm very optimistic. We're headed for a future of amazing abundance. We are in the most interesting time in history"

Jaynit

618,499 views • 3 months ago

Marc Andreessen says in the future, we may not have programming languages or even user interfaces: "I kind of think that in 10 years, I'm not sure there will even be a salient concept of a programming language in the way that we understand it today." "If you project forward, you have to think forward to a world in which it's just—I'm going to tell the thing what I need, and it's going to do it in whatever way is most optimal." Marc Andreessen 🇺🇸 with Latent.Space

Marc Andreessen says in the future, we may not have programming languages or even user interfaces: "I kind of think that in 10 years, I'm not sure there will even be a salient concept of a programming language in the way that we understand it today." "If you project forward, you have to think forward to a world in which it's just—I'm going to tell the thing what I need, and it's going to do it in whatever way is most optimal." Marc Andreessen 🇺🇸 with Latent.Space

a16z

65,741 views • 4 months ago

Sanders: The report pointed out that AI and robotics will have a huge impact in eliminating millions and millions of jobs. The CEO of Anthropic warned that AI could lead to the loss of half of all entry-level white-collar jobs. The people who know the most about this are already telling us that we’re going to see the displacement of tens of millions of jobs in the coming decades. Are we prepared to deal with that? The wealthiest people on earth are pouring hundreds of billions of dollars into research and development for AI and robotics. You tell me why they’re doing that. You think they’re doing that because they’re thinking, “Oh man, this is going to improve life for working people, for low-income people”?

Sanders: The report pointed out that AI and robotics will have a huge impact in eliminating millions and millions of jobs. The CEO of Anthropic warned that AI could lead to the loss of half of all entry-level white-collar jobs. The people who know the most about this are already telling us that we’re going to see the displacement of tens of millions of jobs in the coming decades. Are we prepared to deal with that? The wealthiest people on earth are pouring hundreds of billions of dollars into research and development for AI and robotics. You tell me why they’re doing that. You think they’re doing that because they’re thinking, “Oh man, this is going to improve life for working people, for low-income people”?

Acyn

120,714 views • 9 months ago

Marc Andreessen says AI is teaching sand to think and it could be the most important technology in the history of humanity: "Imagine a form of alchemy that turns sand into thought." "Chips are made out of sand. They're made out of silicon, so they're literally made out of sand." "We plug the chip into a data center, into power, we light it up, and we put AI on it, and all of a sudden it's thinking." "We've turned sand into thought. And so it's possibly the most revolutionary technology in the history of the species." "It's certainly on par with electricity and steam power. It's certainly more important than the internet." Marc Andreessen 🇺🇸 with Joe Rogan

Marc Andreessen says AI is teaching sand to think and it could be the most important technology in the history of humanity: "Imagine a form of alchemy that turns sand into thought." "Chips are made out of sand. They're made out of silicon, so they're literally made out of sand." "We plug the chip into a data center, into power, we light it up, and we put AI on it, and all of a sudden it's thinking." "We've turned sand into thought. And so it's possibly the most revolutionary technology in the history of the species." "It's certainly on par with electricity and steam power. It's certainly more important than the internet." Marc Andreessen 🇺🇸 with Joe Rogan

a16z

223,326 views • 3 months ago

ELON: AI AND ROBOTS WILL CREATE AN AGE OF ABUNDANCE "I think that there's no actual limit to the size of the economy once you have general purpose humanoid robots and autonomous vehicles. You can build anything. The economy is really just the average productivity per person times number of people. That's the economy, and if you've got humanoid robots where there's no real limit on the number of humanoid robots and they can operate very intelligently, then there's no meaningful limit to the economy. The good future of AI is one of immense prosperity, where there is an age of abundance, no shortage of goods and services. Everyone can have whatever they want, anything that is a manufactured good or provided service. With the advent of AI plus robotics, the cost of goods and services will trend to zero." Source: The All-In Podcast

ELON: AI AND ROBOTS WILL CREATE AN AGE OF ABUNDANCE "I think that there's no actual limit to the size of the economy once you have general purpose humanoid robots and autonomous vehicles. You can build anything. The economy is really just the average productivity per person times number of people. That's the economy, and if you've got humanoid robots where there's no real limit on the number of humanoid robots and they can operate very intelligently, then there's no meaningful limit to the economy. The good future of AI is one of immense prosperity, where there is an age of abundance, no shortage of goods and services. Everyone can have whatever they want, anything that is a manufactured good or provided service. With the advent of AI plus robotics, the cost of goods and services will trend to zero." Source: The All-In Podcast

Mario Nawfal

341,719 views • 9 months ago

.Marc Andreessen 🇺🇸 on Moltbook, the social network for AI agents: "All of the science fiction novels basically have AI either being super utopian or super dystopian, but they never have this incredible sense of humor aspect, which is what we're actually getting—where people are just using everything as fodder for memes." "Moltbook is saturated with all of these incredibly funny memes. It's actually quite unclear which ones are real and which ones aren't." "There's an AI agent on Moltbook that has decided to create an AI religion. And at least as of today, it had hired a single human worker to walk the streets of San Francisco and practice the new AI religion." Marc Andreessen with Jeetu Patel at Cisco AI Summit

.Marc Andreessen 🇺🇸 on Moltbook, the social network for AI agents: "All of the science fiction novels basically have AI either being super utopian or super dystopian, but they never have this incredible sense of humor aspect, which is what we're actually getting—where people are just using everything as fodder for memes." "Moltbook is saturated with all of these incredibly funny memes. It's actually quite unclear which ones are real and which ones aren't." "There's an AI agent on Moltbook that has decided to create an AI religion. And at least as of today, it had hired a single human worker to walk the streets of San Francisco and practice the new AI religion." Marc Andreessen with Jeetu Patel at Cisco AI Summit

a16z

162,218 views • 6 months ago