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Marc Andreessen: "Productivity growth is about to go through the roof." "Productivity growth for the last 50–60 years has been basically at historical lows... Fundamentally, I think it's because we decided other things are more important." "We decided we didn't want nuclear power. We decided we didn't want a...

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We need AI to work. Marc Andreessen on why AI is arriving at a moment of economic and demographic pressure: "Productivity growth for the last 50 years has actually been very low, not very high." "So statistically, in the US, in the west, technology progress in the economy ... has actually slowed way down." "Many countries around the world ... are actually going to depopulate over the next century." "We actually need AI to work in order to get productivity growth up... We actually need AI to work because we’re going to need machines to do all the jobs that we’re not going to have people to do." Marc Andreessen 🇺🇸 on Lenny's Podcast with Lenny Rachitsky
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We need AI to work. Marc Andreessen on why AI is arriving at a moment of economic and demographic pressure: "Productivity growth for the last 50 years has actually been very low, not very high." "So statistically, in the US, in the west, technology progress in the economy ... has actually slowed way down." "Many countries around the world ... are actually going to depopulate over the next century." "We actually need AI to work in order to get productivity growth up... We actually need AI to work because we’re going to need machines to do all the jobs that we’re not going to have people to do." Marc Andreessen 🇺🇸 on Lenny's Podcast with Lenny Rachitsky

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We are only in the third inning of a new economic boom driven by President Trump’s pro-growth policies and innovation in technology and AI. We are about to see major gains in investment, productivity, and job growth across America.
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We are only in the third inning of a new economic boom driven by President Trump’s pro-growth policies and innovation in technology and AI. We are about to see major gains in investment, productivity, and job growth across America.

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.Joe Lonsdale on AI productivity growth: "The only way we can get wealthier is to do more with less... we are in the early innings of an Industrial Revolution"
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.Joe Lonsdale on AI productivity growth: "The only way we can get wealthier is to do more with less... we are in the early innings of an Industrial Revolution"

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Is the AI bubble debate focused on the right question? We think the key issue is whether AI can lift productivity and growth enough to sustain today's extraordinary earnings. We favor expressing the AI theme through the scarce inputs every AI system requires: chips, memory, power and data center infrastructure 👉
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Is the AI bubble debate focused on the right question? We think the key issue is whether AI can lift productivity and growth enough to sustain today's extraordinary earnings. We favor expressing the AI theme through the scarce inputs every AI system requires: chips, memory, power and data center infrastructure 👉

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Electricity demand was essentially flat for decades. Now it’s exploding. Heron Power CEO Drew Baglino: "Energy efficiency more or less negated the growth in energy services." "The net electricity delivered to accomplish those energy services stayed basically flat." "Even with all the AI things that are going on… And that has allowed more and more compute capability for the same percentage of GDP electricity production." "It's changing now that we can find more applications for AI than ever before." "We are seeing electricity growth higher than it's ever been before." "It's because we are seeing broad based demand for more electricity — compute, transportation, industrial electrification." Drew Baglino Heron Power Electronics
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Electricity demand was essentially flat for decades. Now it’s exploding. Heron Power CEO Drew Baglino: "Energy efficiency more or less negated the growth in energy services." "The net electricity delivered to accomplish those energy services stayed basically flat." "Even with all the AI things that are going on… And that has allowed more and more compute capability for the same percentage of GDP electricity production." "It's changing now that we can find more applications for AI than ever before." "We are seeing electricity growth higher than it's ever been before." "It's because we are seeing broad based demand for more electricity — compute, transportation, industrial electrification." Drew Baglino Heron Power Electronics

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Peter Thiel on AI and jobs: "In a world without growth, everything becomes a zero-sum game." Takeaways: (1) Automation freed people to do other, more productive things. If we had enormous productivity gains and GDP growth, just about everybody would be better off. (2) The challenge is in most sectors, we don't have enough productivity gain. The economy is dominated by service sector jobs, which have stayed stagnant. (3) All trends (including AI) are overrated. Be careful about buzzwords--they are a tell that companies are bluffing and undifferentiated. Underrated companies have no buzzwords and don't fit into any pre-existing categories. Figuring out the correct way to think about things in categories for which we don't even have proper language is critical.
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Peter Thiel on AI and jobs: "In a world without growth, everything becomes a zero-sum game." Takeaways: (1) Automation freed people to do other, more productive things. If we had enormous productivity gains and GDP growth, just about everybody would be better off. (2) The challenge is in most sectors, we don't have enough productivity gain. The economy is dominated by service sector jobs, which have stayed stagnant. (3) All trends (including AI) are overrated. Be careful about buzzwords--they are a tell that companies are bluffing and undifferentiated. Underrated companies have no buzzwords and don't fit into any pre-existing categories. Figuring out the correct way to think about things in categories for which we don't even have proper language is critical.

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882,142 Aufrufe • vor 2 Jahren

“The regulatory landscape is fairly scary right now." Marc Andreessen on AI regulation: "We were headed towards extreme overregulation—up to and including possibly full outlawing of the technology, which is very spooky." "The action in the US has now shifted to the states. There are now thousands of AI bills, and many of them are actually quite scary." "The situation in Europe is quite alarming. There are a number of European countries really trying hard to kneecap American technology." Source: Marc Andreessen 🇺🇸 at Cisco AI Summit
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“The regulatory landscape is fairly scary right now." Marc Andreessen on AI regulation: "We were headed towards extreme overregulation—up to and including possibly full outlawing of the technology, which is very spooky." "The action in the US has now shifted to the states. There are now thousands of AI bills, and many of them are actually quite scary." "The situation in Europe is quite alarming. There are a number of European countries really trying hard to kneecap American technology." Source: Marc Andreessen 🇺🇸 at Cisco AI Summit

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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
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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

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.Marc Andreessen 🇺🇸 on cults and meaning: “We’re still running basically in cults. It’s just our cults are at a thousandth or a millionth the level of intensity.” “We’re trying to fill the void. And the void is a void of bonding.” “We are ungrounded. We are uncentered. And we all feel it.” Marc recommends The Ancient City by Fustel de Coulanges for more on this subject.
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.Marc Andreessen 🇺🇸 on cults and meaning: “We’re still running basically in cults. It’s just our cults are at a thousandth or a millionth the level of intensity.” “We’re trying to fill the void. And the void is a void of bonding.” “We are ungrounded. We are uncentered. And we all feel it.” Marc recommends The Ancient City by Fustel de Coulanges for more on this subject.

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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
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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

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Putin: "Everything has gone downhill, but we are feeling growth." Speaking at SPIEF, Putin admitted the downturn in the Russian economy, but claimed that EU countries "have been living under the same conditions" for years. "We hear criticism from all sides that everything has gone downhill. Yes. But we have fallen to the very level at which eurozone countries have been living all these years. And we are feeling growth."
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Putin: "Everything has gone downhill, but we are feeling growth." Speaking at SPIEF, Putin admitted the downturn in the Russian economy, but claimed that EU countries "have been living under the same conditions" for years. "We hear criticism from all sides that everything has gone downhill. Yes. But we have fallen to the very level at which eurozone countries have been living all these years. And we are feeling growth."

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Gordon Brown, "We are in a make or break decade for our economy" "Our growth levels are half of what they were in the last two or three decades" (when we were in the EU) "Our productivity levels are now lower than it was than at any time since the industrial revolution" "Regional economic inequalities are now so serious that they demand urgent action" "And as a result of that, standards of living for people in this country are beginning to fall" "There has got to be a turn around strategy. We cannot govern the way we have been doing, if we are going to make this decade, where we can see an economic recovery in our fortunes"
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Gordon Brown, "We are in a make or break decade for our economy" "Our growth levels are half of what they were in the last two or three decades" (when we were in the EU) "Our productivity levels are now lower than it was than at any time since the industrial revolution" "Regional economic inequalities are now so serious that they demand urgent action" "And as a result of that, standards of living for people in this country are beginning to fall" "There has got to be a turn around strategy. We cannot govern the way we have been doing, if we are going to make this decade, where we can see an economic recovery in our fortunes"

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196,107 Aufrufe • vor 2 Jahren

.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
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.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

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162,218 Aufrufe • vor 6 Monaten

🚨xAI: IF WE’RE GIVING AI REAL POWER, WE NEED REAL-WORLD TESTS “I think as we give more and more power to AI systems in the real world, it's important that we test them in scenarios that either mimic the real world or are in the real world itself.” Source: xAI
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🚨xAI: IF WE’RE GIVING AI REAL POWER, WE NEED REAL-WORLD TESTS “I think as we give more and more power to AI systems in the real world, it's important that we test them in scenarios that either mimic the real world or are in the real world itself.” Source: xAI

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🗣️ Mikel Arteta on working to sign more players: "We are really active, trying to improve and evolve the team. That’s clear. We expect movements in the next few weeks, obviously, because we want to get better like anybody else. "You can see the transfer market and what our opponents are doing. We won’t sit still, and we are very ambitious about what we want to do." 🗣️ On the importance of building a better squad: "The margins are very small, and we want to get better because the level is going to increase. We need to increase the competition internally. "We need to make sure that we are identifying the things that we don’t have in the team so that we can create bigger margins. That’s the way we have to think."
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🗣️ Mikel Arteta on working to sign more players: "We are really active, trying to improve and evolve the team. That’s clear. We expect movements in the next few weeks, obviously, because we want to get better like anybody else. "You can see the transfer market and what our opponents are doing. We won’t sit still, and we are very ambitious about what we want to do." 🗣️ On the importance of building a better squad: "The margins are very small, and we want to get better because the level is going to increase. We need to increase the competition internally. "We need to make sure that we are identifying the things that we don’t have in the team so that we can create bigger margins. That’s the way we have to think."

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Marc Andreessen on his experience using AI as a doctor: "I let Dr. GPT walk me through basically every stage of food poisoning... It's the most amazing, endlessly patient, infinitely knowledgeable, endlessly caring doctor." Marc Andreessen 🇺🇸 at Cisco AI Summit
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Marc Andreessen on his experience using AI as a doctor: "I let Dr. GPT walk me through basically every stage of food poisoning... It's the most amazing, endlessly patient, infinitely knowledgeable, endlessly caring doctor." Marc Andreessen 🇺🇸 at Cisco AI Summit

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Marc Andreessen says that America's strategic advantage lies not in mimicking China's centralized system but in doubling down on what we're good at: “What if we become more like us? And what if we lean even harder into innovation, and even harder into creativity, and even harder into entrepreneurship? And isn't there so much more that we could do if we got to be more like us?” Marc Andreessen 🇺🇸
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Marc Andreessen says that America's strategic advantage lies not in mimicking China's centralized system but in doubling down on what we're good at: “What if we become more like us? And what if we lean even harder into innovation, and even harder into creativity, and even harder into entrepreneurship? And isn't there so much more that we could do if we got to be more like us?” Marc Andreessen 🇺🇸

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"We don't have enough machinists. We don't have enough quality inspectors. We don't have enough welders in the country." Hadrian CEO Chris Power on how a modern software-driven factory works differently from traditional manufacturing: "At that task level, we have to get them 90% more productive." "If you want to train a Navy welder today it's going to take you a decade. So we have to augment the skills with software." "The flexibility to constructing something like a submarine demands is incredibly what we call high-mix, low-volume." "If you're building a Toyota Camry you're making 20,000 of them a year... You can easily automate a million iPhones." "What the software enables is running at that level of factory productivity but with the flexibility that something like a submarine demands." "So it's really the velocity and agility and reducing the amount of people because we just don't have the people in the US." "We have to get this productivity uplift with software and a new workforce." Chris Power Hadrian David Ulevitch 🇺🇸
2:00

"We don't have enough machinists. We don't have enough quality inspectors. We don't have enough welders in the country." Hadrian CEO Chris Power on how a modern software-driven factory works differently from traditional manufacturing: "At that task level, we have to get them 90% more productive." "If you want to train a Navy welder today it's going to take you a decade. So we have to augment the skills with software." "The flexibility to constructing something like a submarine demands is incredibly what we call high-mix, low-volume." "If you're building a Toyota Camry you're making 20,000 of them a year... You can easily automate a million iPhones." "What the software enables is running at that level of factory productivity but with the flexibility that something like a submarine demands." "So it's really the velocity and agility and reducing the amount of people because we just don't have the people in the US." "We have to get this productivity uplift with software and a new workforce." Chris Power Hadrian David Ulevitch 🇺🇸

a16z

46,555 Aufrufe • vor 4 Monaten