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Marc Andreessen on the future path of AI. "There's like a rotation from software into hardware. It's possible all the value accrues to the chips, and the energy, and then software is all open source."

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Rohan Paul

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22,593 просмотров • 7 дней назад •via X (Twitter)

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.Marc Andreessen 🇺🇸 on the proposal that would end open-source software: "It's a kill shot to the industry. How can any software developer anticipate the use of the software down the road?" "If I run a hotel and a criminal stays at the hotel and they plan their operation, does that make me part of their conspiracy? If I'm an engineer on a car and the car is used in a bank robbery, does that make me an accessory to bank robbery?" Marc Andreessen 🇺🇸 Chris Dixon Robert Hackett
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.Marc Andreessen 🇺🇸 on the proposal that would end open-source software: "It's a kill shot to the industry. How can any software developer anticipate the use of the software down the road?" "If I run a hotel and a criminal stays at the hotel and they plan their operation, does that make me part of their conspiracy? If I'm an engineer on a car and the car is used in a bank robbery, does that make me an accessory to bank robbery?" Marc Andreessen 🇺🇸 Chris Dixon Robert Hackett

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"Community Notes is open source. You can see every line of the software and all the data that went into a community note."
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"Community Notes is open source. You can see every line of the software and all the data that went into a community note."

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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
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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

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🇺🇸 SpaceX’s AI business is about to become bigger than its entire rocket and satellite operation. Revenue from AI is expected to overtake all other company income as soon as next month and then pull significantly ahead in the fourth quarter. It has quickly turned into a vital part of the company’s future, covering both the hardware and the software side. Source: SpaceX, Elon Musk / Writer: Sol
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🇺🇸 SpaceX’s AI business is about to become bigger than its entire rocket and satellite operation. Revenue from AI is expected to overtake all other company income as soon as next month and then pull significantly ahead in the fourth quarter. It has quickly turned into a vital part of the company’s future, covering both the hardware and the software side. Source: SpaceX, Elon Musk / Writer: Sol

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“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.
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“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

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David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future David Sacks Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg
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Marc Andreessen says AI will be the software that controls everything and defines reality, so AI censorship like the previous White House administration were proposing is especially dangerous
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Marc Andreessen says AI will be the software that controls everything and defines reality, so AI censorship like the previous White House administration were proposing is especially dangerous

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Sequoia’s Shaun Maguire wrote a private hardware manifesto arguing that over the next 25 years, most of the money will be made in hardware: "Every software revolution is preceded by a hardware revolution." "To have the iOS App Store that enabled Uber, DoorDash, and all of these great companies - you needed to have the iPhone." "This AI revolution - we're seeing what it can do from the software layer, but it's still limited by hardware." "The hardware we were doing for a long time was all following Moore's Law. It was all branching out of this decision in the mid-1950s to go all in on the silicon supply chain." "That has created magic, and there's still a couple orders of magnitude of juice to squeeze, but we’re hitting fundamental physics limits - Dennard scaling, things like that." "I think this tech tree is branching into humanoid robots, into silicon photonics, into orbital data centers - all of these new hardware areas where there's going to be 20+ years of progress." "There's going to be incredible businesses built on the back of this. And a lot of dumpster fires."
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Sequoia’s Shaun Maguire wrote a private hardware manifesto arguing that over the next 25 years, most of the money will be made in hardware: "Every software revolution is preceded by a hardware revolution." "To have the iOS App Store that enabled Uber, DoorDash, and all of these great companies - you needed to have the iPhone." "This AI revolution - we're seeing what it can do from the software layer, but it's still limited by hardware." "The hardware we were doing for a long time was all following Moore's Law. It was all branching out of this decision in the mid-1950s to go all in on the silicon supply chain." "That has created magic, and there's still a couple orders of magnitude of juice to squeeze, but we’re hitting fundamental physics limits - Dennard scaling, things like that." "I think this tech tree is branching into humanoid robots, into silicon photonics, into orbital data centers - all of these new hardware areas where there's going to be 20+ years of progress." "There's going to be incredible businesses built on the back of this. And a lot of dumpster fires."

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.Marc Andreessen 🇺🇸 says the winner of the US-China AI race could dictate what all 8 billion people on Earth use — but open source introduces a third possibility: "The stakes are basically: what is the world going to run on?" "In the long run, somebody's gonna win. And the world will either be running on American AI or be running on Chinese AI." "The open source thing is super fascinating because it throws a wrench into all of this. It raises a third possibility that neither the US nor China are going to be the platform — it may just be open source." Marc Andreessen with Jeetu Patel at Cisco AI Summit
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.Marc Andreessen 🇺🇸 says the winner of the US-China AI race could dictate what all 8 billion people on Earth use — but open source introduces a third possibility: "The stakes are basically: what is the world going to run on?" "In the long run, somebody's gonna win. And the world will either be running on American AI or be running on Chinese AI." "The open source thing is super fascinating because it throws a wrench into all of this. It raises a third possibility that neither the US nor China are going to be the platform — it may just be open source." Marc Andreessen with Jeetu Patel at Cisco AI Summit

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