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Marc Andreessen: “I think Substack could be 1000 times the size of the existing content industry.” “Nobody ever asked for a Macintosh. Nobody ever asked for an iPhone. These things had to be designed and built, provided on the supply side before the demand materialized. And then the demand... show more

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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 görüntüleme • 10 ay önce

Marc Andreessen and Ben Horowitz explain the problem with the conventional wisdom of judging markets on how they look today: “As [we] go through our careers, we just see more and more examples where the mistakes that we or others make is, - The market for Uber and Lyft must be the market for taxi cabs, - Or the market for cloud software must be the same as the market for on-prem software, - Or the market for GPUs must be the market for people who like to play games.” The winners build technology that unlocks something on the supply side and grows market size by orders of magnitude. Marc Andreessen 🇺🇸 benahorowitz.eth

Marc Andreessen and Ben Horowitz explain the problem with the conventional wisdom of judging markets on how they look today: “As [we] go through our careers, we just see more and more examples where the mistakes that we or others make is, - The market for Uber and Lyft must be the market for taxi cabs, - Or the market for cloud software must be the same as the market for on-prem software, - Or the market for GPUs must be the market for people who like to play games.” The winners build technology that unlocks something on the supply side and grows market size by orders of magnitude. Marc Andreessen 🇺🇸 benahorowitz.eth

a16z

68,941 görüntüleme • 8 ay önce

Marc Andreessen: "Overall, the world, especially the western world, it's just stagnant." "Every once in a while you have somebody that comes along... I actually have an idea how to make things like fundamentally better." "Nobody licensed us to do any of this." "Anybody can start, build a product, start a company." "It's shocking to me how few people actually give it a shot." "The fate of the world over the next 1500 years is riding on the people who actually want to give it a shot." Marc Andreessen 🇺🇸 with David Senra

Marc Andreessen: "Overall, the world, especially the western world, it's just stagnant." "Every once in a while you have somebody that comes along... I actually have an idea how to make things like fundamentally better." "Nobody licensed us to do any of this." "Anybody can start, build a product, start a company." "It's shocking to me how few people actually give it a shot." "The fate of the world over the next 1500 years is riding on the people who actually want to give it a shot." Marc Andreessen 🇺🇸 with David Senra

a16z

77,308 görüntüleme • 6 ay önce

Marc Andreessen says don’t ever do diamonds in the rough. Only do diamonds. "This is actually an investor ego thing, I think, which is you basically say, 'Wow, I'm the investor that's gonna go find the thing that nobody else knows about... I'm going to go do the thing nobody else can think of.'" "The general pattern is... if it's got merit to be investable for venture, there are a lot of really smart and hungry VCs out there, and they are working extremely hard to sniff these things out, and it's their full-time job, and it's all they do." "I think it's really unusual to have the diamond in the rough, and usually if it's the diamond in the rough, it usually means two things... a company that's offside in some fundamental reason, it's in the wrong place, or it's structured wrong." "There's a reason why it's a diamond in the rough that actually ends up becoming a big problem." Marc Andreessen 🇺🇸 with Harry Stebbings

Marc Andreessen says don’t ever do diamonds in the rough. Only do diamonds. "This is actually an investor ego thing, I think, which is you basically say, 'Wow, I'm the investor that's gonna go find the thing that nobody else knows about... I'm going to go do the thing nobody else can think of.'" "The general pattern is... if it's got merit to be investable for venture, there are a lot of really smart and hungry VCs out there, and they are working extremely hard to sniff these things out, and it's their full-time job, and it's all they do." "I think it's really unusual to have the diamond in the rough, and usually if it's the diamond in the rough, it usually means two things... a company that's offside in some fundamental reason, it's in the wrong place, or it's structured wrong." "There's a reason why it's a diamond in the rough that actually ends up becoming a big problem." Marc Andreessen 🇺🇸 with Harry Stebbings

a16z

101,534 görüntüleme • 5 ay önce

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 görüntüleme • 5 ay önce

Marc Andreessen on why the product is the most important thing for a tech CEO to understand: “You better have somebody running the company who really understands those products.” “In the technology industry, that’s usually a technologist.” “The alternate model seems to work better, which is the technologist who basically picks up the skills to become a CEO along the way.” “This is a very difficult, challenging thing to do. Nobody ever said it would be easy.” Marc Andreessen 🇺🇸 at Fortune Brainstorm 2009:

Marc Andreessen on why the product is the most important thing for a tech CEO to understand: “You better have somebody running the company who really understands those products.” “In the technology industry, that’s usually a technologist.” “The alternate model seems to work better, which is the technologist who basically picks up the skills to become a CEO along the way.” “This is a very difficult, challenging thing to do. Nobody ever said it would be easy.” Marc Andreessen 🇺🇸 at Fortune Brainstorm 2009:

a16z

55,444 görüntüleme • 9 ay önce

.Marc Andreessen 🇺🇸 and Jack Altman on underestimating market size and how tech evolved from tools to total transformation. “It turns out some of these markets just turned out to be much larger than people think… like one of the things that's been hardest for us to do is to do market sizing and sometimes we overestimate market size… but more often it’s the other way.”

.Marc Andreessen 🇺🇸 and Jack Altman on underestimating market size and how tech evolved from tools to total transformation. “It turns out some of these markets just turned out to be much larger than people think… like one of the things that's been hardest for us to do is to do market sizing and sometimes we overestimate market size… but more often it’s the other way.”

a16z

17,502 görüntüleme • 1 yıl önce

Marc Andreessen on the untapped potential of AI agents: "You could have an AI bot that basically raises money to make a movie and then spends the money on image generation and sound generation." "Maybe even hiring actors... set designers or graphic artists or... sound effects people, musicians." "Or let's take a more serious case... you could have an AI bot that's doing protein folding and literally coming up with cures, doing personalized medicine for cancer patients." "You could easily imagine having an economic mechanism for that... hypothetically, you could have the equivalent of like a GoFundMe, but on the blockchain, for people to basically be able to pay an AI bot to cure their cancer." Marc Andreessen 🇺🇸

Marc Andreessen on the untapped potential of AI agents: "You could have an AI bot that basically raises money to make a movie and then spends the money on image generation and sound generation." "Maybe even hiring actors... set designers or graphic artists or... sound effects people, musicians." "Or let's take a more serious case... you could have an AI bot that's doing protein folding and literally coming up with cures, doing personalized medicine for cancer patients." "You could easily imagine having an economic mechanism for that... hypothetically, you could have the equivalent of like a GoFundMe, but on the blockchain, for people to basically be able to pay an AI bot to cure their cancer." Marc Andreessen 🇺🇸

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314,681 görüntüleme • 7 ay önce

We asked Marc Andreessen what he thought about the UFO file drop today. "I want to believe. I haven't seen the one yet that tipped me over." "I think, if you could build up a UFO cult around something, then you make any investigation into that topic something that people feel like they can't do." "I think for a long time a lot of pilots didn't want to report what they had seen because they didn't wanna be viewed that they were UFO nuts." "And of course, if there are actually UFOs out there, that is a very big problem... if the Chinese are testing some sort of new advanced high-speed drone or something you want the pilots to be able to report that even if they think that it might get mischaracterized as a UFO." "The new media environment is extremely conducive to the spread of every UFO theory in the world." "It's also extremely conducive to the spread of propaganda campaigns if you wanted to hide real information by spreading propaganda." Marc Andreessen 🇺🇸 Erik Torenberg

We asked Marc Andreessen what he thought about the UFO file drop today. "I want to believe. I haven't seen the one yet that tipped me over." "I think, if you could build up a UFO cult around something, then you make any investigation into that topic something that people feel like they can't do." "I think for a long time a lot of pilots didn't want to report what they had seen because they didn't wanna be viewed that they were UFO nuts." "And of course, if there are actually UFOs out there, that is a very big problem... if the Chinese are testing some sort of new advanced high-speed drone or something you want the pilots to be able to report that even if they think that it might get mischaracterized as a UFO." "The new media environment is extremely conducive to the spread of every UFO theory in the world." "It's also extremely conducive to the spread of propaganda campaigns if you wanted to hide real information by spreading propaganda." Marc Andreessen 🇺🇸 Erik Torenberg

MTS

35,789 görüntüleme • 4 ay önce

Marc Andreessen on product-market fit. “You don’t have a business until you have a product that a lot of people want.” “You can tell because the market’s pulling the product.” “Until you have that, time spent building the business around the product is pointless.” “Best case it’s gonna be a zombie.” “When you have product-market fit, then you build a company around it.” Marc Andreessen 🇺🇸 with Business Insider in 2009:

Marc Andreessen on product-market fit. “You don’t have a business until you have a product that a lot of people want.” “You can tell because the market’s pulling the product.” “Until you have that, time spent building the business around the product is pointless.” “Best case it’s gonna be a zombie.” “When you have product-market fit, then you build a company around it.” Marc Andreessen 🇺🇸 with Business Insider in 2009:

a16z

178,196 görüntüleme • 9 ay önce

"I became tech support for the internet." Marc Andreessen on the early days of Mosaic, the first graphical web browser: "If you used Mosaic, there was a submit a bug report or whatever." "And that went to an email box and that email box was me." "For like three years." "I was getting bombarded with tech support requests, and by the way, tech support for the internet means you're tech support for everything." Marc Andreessen 🇺🇸 with David Senra

"I became tech support for the internet." Marc Andreessen on the early days of Mosaic, the first graphical web browser: "If you used Mosaic, there was a submit a bug report or whatever." "And that went to an email box and that email box was me." "For like three years." "I was getting bombarded with tech support requests, and by the way, tech support for the internet means you're tech support for everything." Marc Andreessen 🇺🇸 with David Senra

a16z

28,803 görüntüleme • 6 ay önce

Marc Andreessen: Software isn't precious anymore. In this new world, high quality software is infinitely available. "We've always lived in a world in which software is this precious thing that you have to think about very carefully." "It was really hard to generate good software, and there was only a small number of people who could do it." "Those days are just over." "If you need new software to do X, Y, or Z, you're just going to wave your hand and get it." "Things that used to be hard, or even seem like an insurmountable mountain to get through, all of a sudden, I think, become very easy." Marc Andreessen 🇺🇸 with Latent.Space

Marc Andreessen: Software isn't precious anymore. In this new world, high quality software is infinitely available. "We've always lived in a world in which software is this precious thing that you have to think about very carefully." "It was really hard to generate good software, and there was only a small number of people who could do it." "Those days are just over." "If you need new software to do X, Y, or Z, you're just going to wave your hand and get it." "Things that used to be hard, or even seem like an insurmountable mountain to get through, all of a sudden, I think, become very easy." Marc Andreessen 🇺🇸 with Latent.Space

a16z

834,406 görüntüleme • 5 ay önce

Marc Andreessen says 99.9999% of the value of AI will accrue to the users of AI, not the companies who create it: "If you look at the total amount of economic value creation downstream of the internet—something like 99% of that accrued to the users of the internet, not the companies that built the internet." "Same thing with a smartphone. Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value from the smartphone. Apple and Google get 1% of the value from the smartphone." "I think AI is going to be exactly the same way. It might even be greater than that—it might be 99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI." Marc Andreessen 🇺🇸 with Harry Stebbings

Marc Andreessen says 99.9999% of the value of AI will accrue to the users of AI, not the companies who create it: "If you look at the total amount of economic value creation downstream of the internet—something like 99% of that accrued to the users of the internet, not the companies that built the internet." "Same thing with a smartphone. Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value from the smartphone. Apple and Google get 1% of the value from the smartphone." "I think AI is going to be exactly the same way. It might even be greater than that—it might be 99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI." Marc Andreessen 🇺🇸 with Harry Stebbings

a16z

39,237 görüntüleme • 5 ay önce

a16z always intended to be a media empire. This is the story of how it was built. As one of a16z’s earliest employees, Margit Wennmachers laid the foundations for a16z’s marketing operation. In this conversation with Marc Andreessen and Ben Horowitz, she shares stories of telling Marc to write Why Software Is Eating the World, getting Ben on the cover of Fortune Magazine, and finding that no publications were willing to run Marc’s now famous It’s Time to Build. The conversation also covers why founders should have a public voice, how a16z learned from CAA and changed venture, the power of authentic personality-driven media, and how the role of traditional media has changed. 00:00 Introduction 00:43 Meeting at The Creamery: When the firm had no office 06:24 “Treat LPs like mushrooms” 11:00 “We don’t have products. We have people and ideas” 14:45 The Fortune cover that started a war 28:03 Software is Eating the World: One draft, no edits 29:45 When nobody would publish “It’s Time to Build” 33:36 Why Ben wrote a book 41:30 “You can’t market a company without a character” 50:33 The GPT test for human communication 53:30 “How many people have something to say every day?” 57:00 Every company needs a personality Margit Wennmachers Marc Andreessen 🇺🇸 benahorowitz.eth

a16z always intended to be a media empire. This is the story of how it was built. As one of a16z’s earliest employees, Margit Wennmachers laid the foundations for a16z’s marketing operation. In this conversation with Marc Andreessen and Ben Horowitz, she shares stories of telling Marc to write Why Software Is Eating the World, getting Ben on the cover of Fortune Magazine, and finding that no publications were willing to run Marc’s now famous It’s Time to Build. The conversation also covers why founders should have a public voice, how a16z learned from CAA and changed venture, the power of authentic personality-driven media, and how the role of traditional media has changed. 00:00 Introduction 00:43 Meeting at The Creamery: When the firm had no office 06:24 “Treat LPs like mushrooms” 11:00 “We don’t have products. We have people and ideas” 14:45 The Fortune cover that started a war 28:03 Software is Eating the World: One draft, no edits 29:45 When nobody would publish “It’s Time to Build” 33:36 Why Ben wrote a book 41:30 “You can’t market a company without a character” 50:33 The GPT test for human communication 53:30 “How many people have something to say every day?” 57:00 Every company needs a personality Margit Wennmachers Marc Andreessen 🇺🇸 benahorowitz.eth

a16z

39,155 görüntüleme • 10 ay önce

.Marc Andreessen 🇺🇸 and Jack Altman on the old VC world and why it was bound to break. “It was this very clubby, cartel, you know, basically kind of thing… It was fine, as long as the ambitions of the industry were constrained.”

.Marc Andreessen 🇺🇸 and Jack Altman on the old VC world and why it was bound to break. “It was this very clubby, cartel, you know, basically kind of thing… It was fine, as long as the ambitions of the industry were constrained.”

a16z

39,928 görüntüleme • 1 yıl önce

Marc Andreessen on Elon Musk: “I think probably the single biggest question in all of business right now is: why don't more CEOs operate the way that he does?” "The top-line thing is just this incredible devotion from the leader of the company to fully, deeply understand what the company does, and to be completely knowledgeable about every aspect of it." "To be in the trenches and talking directly to the people who do the work, deeply understanding the issues, and being the key, lead problem solver in the organization." "What Elon does is—he shows up every week at each of his companies, he identifies the biggest problem that the company's having that week, and he fixes it. He does that every week for 52 weeks in a row. And then each of his companies has solved the 52 biggest problems that year, in that year." "The side effect of it is—he attracts many of the best people in the world to work with him. Because if you work with Elon, the expectations are through the roof in terms of your level of performance." Source: Marc Andreessen 🇺🇸 on Chris Williamson

Marc Andreessen on Elon Musk: “I think probably the single biggest question in all of business right now is: why don't more CEOs operate the way that he does?” "The top-line thing is just this incredible devotion from the leader of the company to fully, deeply understand what the company does, and to be completely knowledgeable about every aspect of it." "To be in the trenches and talking directly to the people who do the work, deeply understanding the issues, and being the key, lead problem solver in the organization." "What Elon does is—he shows up every week at each of his companies, he identifies the biggest problem that the company's having that week, and he fixes it. He does that every week for 52 weeks in a row. And then each of his companies has solved the 52 biggest problems that year, in that year." "The side effect of it is—he attracts many of the best people in the world to work with him. Because if you work with Elon, the expectations are through the roof in terms of your level of performance." Source: Marc Andreessen 🇺🇸 on Chris Williamson

a16z

140,507 görüntüleme • 7 ay önce

Marc Andreessen posted that "High IQ experts work for mid IQ generalists." We asked him to elaborate. "So I think two things are true: One is we all underrate the importance of intelligence." "Even just the very idea that some people are smarter than other people just really freaks people out, and people don't like to talk about it. And we really struggle with that as a society." "On the other hand, the people who are in the fields that involve intelligence probably overrate intelligence. And you might even coin a term like maybe 'intelligence supremacist' or something like that." Marc Andreessen 🇺🇸 Erik Torenberg

Marc Andreessen posted that "High IQ experts work for mid IQ generalists." We asked him to elaborate. "So I think two things are true: One is we all underrate the importance of intelligence." "Even just the very idea that some people are smarter than other people just really freaks people out, and people don't like to talk about it. And we really struggle with that as a society." "On the other hand, the people who are in the fields that involve intelligence probably overrate intelligence. And you might even coin a term like maybe 'intelligence supremacist' or something like that." Marc Andreessen 🇺🇸 Erik Torenberg

a16z

456,354 görüntüleme • 11 ay önce

Marc Andreessen says Once Upon a Time in Hollywood is a fantasy of an America where the Manson murders and the downward slide that followed in the 70s never happened: Marc Andreessen 🇺🇸

Marc Andreessen says Once Upon a Time in Hollywood is a fantasy of an America where the Manson murders and the downward slide that followed in the 70s never happened: Marc Andreessen 🇺🇸

a16z

73,672 görüntüleme • 11 ay önce