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.Marc Andreessen 🇺🇸 and Jack Altman on why AI changes everything. “We’re investing against the thesis that basically all incumbents are going to get nuked, and everything is going to get re-built.”
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.@pmarca and @jaltma on why the barbell wins when it comes to venture, tech and retail — and the middle gets crushed. “The way to think about the barbell is basically… on the one side of the continuum you have high scale, and on the other side you have high specialization…” “So, this middle, the bar that’s in the middle, that’s kind of screwed? Yes.”

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.@pmarca and @jaltma on why early-stage venture is all about upside, not batting average. “In venture... it’s asymmetric. You can only lose 1x, but you can potentially make 1,000x. There's two errors in venture: There's the error of commission, where you invest in the thing that fails, and then error of omission, where you don’t invest in the thing that succeeds... Overwhelmingly, the error that matters is the error of omission.”

How venture capital is changing and what founders need now. Takeaways from @pmarca and @jaltma 👇 Full episode of Uncapped with Jack Altman out now:

.@pmarca and @jaltma on why the best VCs take more risk, not less. “The top-performing venture firms statistically tend to have a higher loss rate than the mediocre firms and it’s for this reason: they’re willing to invest in the thing that looks completely nuts, but has that magic something."

Language comes from thought. Thought emerges from an internal model of the world. That model is built through cognition. Cognition gives rise to intelligence. There is no 'i' in AI without Cognition. Not data. Not scale. Not special hardware. AGI begins where real intelligence actually arises: Cognition. Solve Cognition. Solve AGI. You don't train AGI, you raise it like a Child through a carefully orchestrated developmental arc. Once you have AGI, rebuilding begins. Want to connect? AGI, from First Principles

@pmarca @jaltma AI va tout casser et après on reconstruit ? J'espère qu'au moins ça marchera mieux que nos vieux systèmes poussiéreux !

@pmarca @jaltma ready to nuke old rules with AgentFi

@pmarca @jaltma Hi, can you link the full interview please? My requisit 30 seconds of searching didn't produce results.

@pmarca @jaltma +1000 Orcs are coming right behind them.

@pmarca @jaltma Of course, pumpers love a world in which everything gets nuked. Show me an AI success you have created, Mark. I'll wait...
