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🆕 Marc Andreessen’s 2026 AI Thesis: Agents, Open Source, and Why This Time Is Different Marc Andreessen 🇺🇸 of a16z says AI people keep swinging between utopian and apocalyptic for one simple reason: this field has been “almost here” for 80 years. But now, the breakthroughs are no longer... show more

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Marc Andreessen says the four most dangerous words in investing are "this time is different." But this time it's actually different. He's referring to the AI boom when he mentioned this. For 80 years, the industry has followed the same pattern. 1) Excitement builds 2) Money pours in 3) The technology fails to deliver 4) The industry collapses. Here are 4 examples of when this happened in AI: • In 1943, the original neural network paper was written. It proved that simple mathematical models of brain cells could perform any logical computation. It was a foundational breakthrough but didn't takeoff. • In 1955, scientists got a grant to spend 10 weeks at Dartmouth and believed they could achieve AGI by the end of the summer. They did not. • In the 1980s, corporations poured over a billion dollars into "expert systems," AI programs designed to replicate the decision-making of human specialists in medicine, finance, and engineering. By 1987, this entire market crashed. • In 2016-17, machine learning hype surged again. It faded quickly. Each time, the technology underdelivered and the money dried up. But here's what really different about this time. AI has made four breakthroughs back to back. 1) Language models 2) Reasoning 3) Coding agents 4) Self-improvement And ALL are generating revenue in production right now. That's why old Nvidia chips are gaining value instead of depreciating. And this has literally never happened in computing before. Every GPU is sold out for the next 3-4 years. He calls betting against this "essentially suicidal" and "an invitation to get your face ripped off." He calls it "an 80-year overnight success." Researchers worked their entire lives on this, and many passed away without seeing it work. Now it is all arriving at once. — Marc Andreessen (Marc Andreessen 🇺🇸), co-founder at a16z (a16z) on the Latent Space podcast (Latent.Space)

Marc Andreessen says the four most dangerous words in investing are "this time is different." But this time it's actually different. He's referring to the AI boom when he mentioned this. For 80 years, the industry has followed the same pattern. 1) Excitement builds 2) Money pours in 3) The technology fails to deliver 4) The industry collapses. Here are 4 examples of when this happened in AI: • In 1943, the original neural network paper was written. It proved that simple mathematical models of brain cells could perform any logical computation. It was a foundational breakthrough but didn't takeoff. • In 1955, scientists got a grant to spend 10 weeks at Dartmouth and believed they could achieve AGI by the end of the summer. They did not. • In the 1980s, corporations poured over a billion dollars into "expert systems," AI programs designed to replicate the decision-making of human specialists in medicine, finance, and engineering. By 1987, this entire market crashed. • In 2016-17, machine learning hype surged again. It faded quickly. Each time, the technology underdelivered and the money dried up. But here's what really different about this time. AI has made four breakthroughs back to back. 1) Language models 2) Reasoning 3) Coding agents 4) Self-improvement And ALL are generating revenue in production right now. That's why old Nvidia chips are gaining value instead of depreciating. And this has literally never happened in computing before. Every GPU is sold out for the next 3-4 years. He calls betting against this "essentially suicidal" and "an invitation to get your face ripped off." He calls it "an 80-year overnight success." Researchers worked their entire lives on this, and many passed away without seeing it work. Now it is all arriving at once. — Marc Andreessen (Marc Andreessen 🇺🇸), co-founder at a16z (a16z) on the Latent Space podcast (Latent.Space)

GeniusThinking

51,064 views • 2 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

161,921 views • 4 months ago

.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

.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

a16z

101,985 views • 4 months ago

Sundar Pichai (Sundar Pichai), Google CEO, on: 🔹Race to AGI 🔹Agents 🔹AI & Information Diet 🔹Open Source 🔹Cybersecurity 🔹US vs China Intro AI agents replacing parts of the internet AI agents deciding our information diet Will agents kill the “raw internet”? AI cyberattacks and Google’s defense strategy Should dangerous cyber AI models be held back? The threshold for releasing powerful AI Why Google hasn't open-sourced a large model The broken business model with open-source AI American companies using Chinese AI The risk of building on China’s AI ecosystem Why Google cares so much about cheap, fast AI models Sundar on self-improving AI and the race to AGI Google’s compute situation Google has more AI demand than compute Google’s biggest compute bottleneck

Sundar Pichai (Sundar Pichai), Google CEO, on: 🔹Race to AGI 🔹Agents 🔹AI & Information Diet 🔹Open Source 🔹Cybersecurity 🔹US vs China Intro AI agents replacing parts of the internet AI agents deciding our information diet Will agents kill the “raw internet”? AI cyberattacks and Google’s defense strategy Should dangerous cyber AI models be held back? The threshold for releasing powerful AI Why Google hasn't open-sourced a large model The broken business model with open-source AI American companies using Chinese AI The risk of building on China’s AI ecosystem Why Google cares so much about cheap, fast AI models Sundar on self-improving AI and the race to AGI Google’s compute situation Google has more AI demand than compute Google’s biggest compute bottleneck

Matthew Berman

299,635 views • 1 month ago

.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.”

.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.”

a16z

115,609 views • 1 year ago

Marc Andreessen on the inversion of technology adoption of AI. “It took 40 years for basically technology to cascade down from the largest organizations in the world to small businesses and to the individual.” “This technology, AI, is going the opposite.” “Consumers are adapting the fastest... Small businesses are then adopting right after that... Government is the late adopter.” Source: Marc Andreessen 🇺🇸 on Next Up with Mark Halperin Full episode:

Marc Andreessen on the inversion of technology adoption of AI. “It took 40 years for basically technology to cascade down from the largest organizations in the world to small businesses and to the individual.” “This technology, AI, is going the opposite.” “Consumers are adapting the fastest... Small businesses are then adopting right after that... Government is the late adopter.” Source: Marc Andreessen 🇺🇸 on Next Up with Mark Halperin Full episode:

a16z

49,008 views • 6 months ago

"I say it's a gift to the world." Marc Andreessen 🇺🇸 and shane smith (VICE News) discuss why DeepSeek's decision to be open source creates big opportunities — and big risks — for the future of AI, on a new episode of Shane Smith Has Questions, out now wherever you get your podcasts.

"I say it's a gift to the world." Marc Andreessen 🇺🇸 and shane smith (VICE News) discuss why DeepSeek's decision to be open source creates big opportunities — and big risks — for the future of AI, on a new episode of Shane Smith Has Questions, out now wherever you get your podcasts.

a16z

28,517 views • 1 year ago

Amjad Masad and Marc Andreessen on AI agents, AGI, Creativity, and Reasoning Agents are getting better, fast. Replit Agent v1 could do only 2 minutes of coherent work. v2 could do 20 minutes. Today’s v3? 200 minutes. As agents get more and more reliable, we can make huge progress in coding without ever achieving “true” AGI. In this episode, Marc Andreessen and Erik Torenberg sit down with Replit ⠕ co-founder and CEO Amjad Masad to discuss the upward trajectory of agents, how RL unlocked reasoning for modern models, why verification loops changed everything, and whether LLMs are hitting diminishing returns. 00:00 Intro 03:00 The vision behind Replit 07:00 Building apps with AI agents 09:30 When the agent becomes the programmer 13:45 Reinforcement learning and problem solving 17:30 The verification loop and multi-agent systems 26:00 Why coding is advancing faster than other Fields 33:45 AGI debate 41:15 Functional AGI and automating labor 53:10 Creativity, reasoning, and finding truth in AI 57:30 The origins of Replit 01:03:00 Hacking his university and getting caught Amjad Masad Marc Andreessen 🇺🇸 Erik Torenberg

Amjad Masad and Marc Andreessen on AI agents, AGI, Creativity, and Reasoning Agents are getting better, fast. Replit Agent v1 could do only 2 minutes of coherent work. v2 could do 20 minutes. Today’s v3? 200 minutes. As agents get more and more reliable, we can make huge progress in coding without ever achieving “true” AGI. In this episode, Marc Andreessen and Erik Torenberg sit down with Replit ⠕ co-founder and CEO Amjad Masad to discuss the upward trajectory of agents, how RL unlocked reasoning for modern models, why verification loops changed everything, and whether LLMs are hitting diminishing returns. 00:00 Intro 03:00 The vision behind Replit 07:00 Building apps with AI agents 09:30 When the agent becomes the programmer 13:45 Reinforcement learning and problem solving 17:30 The verification loop and multi-agent systems 26:00 Why coding is advancing faster than other Fields 33:45 AGI debate 41:15 Functional AGI and automating labor 53:10 Creativity, reasoning, and finding truth in AI 57:30 The origins of Replit 01:03:00 Hacking his university and getting caught Amjad Masad Marc Andreessen 🇺🇸 Erik Torenberg

a16z

740,929 views • 8 months ago

Marc Andreessen on where AI sits in the arc of technology: “This is the biggest technological revolution of my life.” “This is clearly bigger than the internet.” “The comps on this are things like the microprocessor and the steam engine and electricity… the wheel.” Marc Andreessen 🇺🇸

Marc Andreessen on where AI sits in the arc of technology: “This is the biggest technological revolution of my life.” “This is clearly bigger than the internet.” “The comps on this are things like the microprocessor and the steam engine and electricity… the wheel.” Marc Andreessen 🇺🇸

a16z

85,787 views • 5 months ago

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 views • 21 days ago

“You’ve just been told you have superpowers.” AI agents are starting to feel like coworkers. The cost of automation is collapsing. So what happens to jobs? To startups? To crypto? We break down the new paper “Some Simple Economics of AGI” with coauthor Christian Catalini, including: • Why verification becomes the bottleneck • Practical advice for early- and late-career builders • The risk of a hollow economy, and the path to an augmented one • Why crypto may be essential infrastructure for identity, provenance, and trust In conversation with Eddy Lazzarin ☀️ and Robert Hackett. Full episode ↓

“You’ve just been told you have superpowers.” AI agents are starting to feel like coworkers. The cost of automation is collapsing. So what happens to jobs? To startups? To crypto? We break down the new paper “Some Simple Economics of AGI” with coauthor Christian Catalini, including: • Why verification becomes the bottleneck • Practical advice for early- and late-career builders • The risk of a hollow economy, and the path to an augmented one • Why crypto may be essential infrastructure for identity, provenance, and trust In conversation with Eddy Lazzarin ☀️ and Robert Hackett. Full episode ↓

a16z crypto

205,289 views • 3 months ago

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

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

a16z

2,228,449 views • 7 months ago

Marc Andreessen says the only comparison for AI is the creation of the computer itself. They knew about neural networks in 1943 but for 80 years, computing followed the von Neumann path. Now the brain-architecture path begins, unlocking computer industry v2. Source: Marc Andreessen 🇺🇸 on Cheeky Pint

Marc Andreessen says the only comparison for AI is the creation of the computer itself. They knew about neural networks in 1943 but for 80 years, computing followed the von Neumann path. Now the brain-architecture path begins, unlocking computer industry v2. Source: Marc Andreessen 🇺🇸 on Cheeky Pint

a16z

183,263 views • 8 months ago

Marc Andreessen and Amjad Masad argue that “human-level AI” may already be here, because humans rarely generalize. In AI, transfer learning means applying knowledge across domains. Most people can’t. Even Einstein couldn’t transfer physics into politics. Marc Andreessen 🇺🇸 Amjad Masad

Marc Andreessen and Amjad Masad argue that “human-level AI” may already be here, because humans rarely generalize. In AI, transfer learning means applying knowledge across domains. Most people can’t. Even Einstein couldn’t transfer physics into politics. Marc Andreessen 🇺🇸 Amjad Masad

a16z

161,545 views • 8 months ago

AI agents are set to modernize the trillions of dollars of traditional software industry for the age of AI. Here, Jensen Huang explains that and why hundreds of billions of dollars of VC money is getting invested in AI now 🎯 video from CES 2026

AI agents are set to modernize the trillions of dollars of traditional software industry for the age of AI. Here, Jensen Huang explains that and why hundreds of billions of dollars of VC money is getting invested in AI now 🎯 video from CES 2026

Rohan Paul

18,733 views • 4 months ago

Marc Andreessen and Erik Torenberg went live on MTS to talk the hyperstition of AI Doomers, suicidal empathy, the AI Induced Psychosis Summit, push polls, UFOs and more. 00:00 - Intro 00:42 - The Anthropic Blackmail Incident & AI Doomer Literature 02:49 - Suicidal Empathy & the SPLC Indictment 16:33 - AI, Jobs & the Rise of the AI Vampire 25:39 - The Future of Tech Jobs: From Coder to Builder 30:55 - AI Psychosis, AI Cope & Why the Models Are Actually Great Now 38:48 - Why AI Sentiment Polls Are Misleading 45:28 - UFOs: What We Know and What the Government Has Hidden 52:25 - Advice for Young People & the Generational Divide Marc Andreessen 🇺🇸 Erik Torenberg

Marc Andreessen and Erik Torenberg went live on MTS to talk the hyperstition of AI Doomers, suicidal empathy, the AI Induced Psychosis Summit, push polls, UFOs and more. 00:00 - Intro 00:42 - The Anthropic Blackmail Incident & AI Doomer Literature 02:49 - Suicidal Empathy & the SPLC Indictment 16:33 - AI, Jobs & the Rise of the AI Vampire 25:39 - The Future of Tech Jobs: From Coder to Builder 30:55 - AI Psychosis, AI Cope & Why the Models Are Actually Great Now 38:48 - Why AI Sentiment Polls Are Misleading 45:28 - UFOs: What We Know and What the Government Has Hidden 52:25 - Advice for Young People & the Generational Divide Marc Andreessen 🇺🇸 Erik Torenberg

MTS

45,857 views • 1 month ago

The accidental success of ai16z has catapulted AI agents and their transformational promise into the spotlight. .Shaw (spirit/acc), founder of Eliza Labs, talks about: 🔗 How the Eliza framework brings AI agents to every blockchain 📈 How ai16z is rethinking DAOs and decentralized investing 🌍 The societal shifts AI could bring—and who will control its value Timestamps: 00:00 Intro 03:01 Shaw’s inspiration for launching ai16z 08:45 How AI agents are evolving beyond simple tasks 10:28 The Eliza framework and its open-source impact 13:22 Can AI agents excel at trading? 21:19 Why Eliza works seamlessly across multiple blockchains 24:08 The story behind launching Marc Andreessen as an AI character 35:18 Plans for ai16z’s layer 1 and its future launchpad 40:23 Transforming AI agents into more than just “reply bots” 43:26 Shaw’s vision for AI’s role in shaping human society 49:26 Crypto News Recap Thank you to our sponsors! Kelp Polkadot

The accidental success of ai16z has catapulted AI agents and their transformational promise into the spotlight. .Shaw (spirit/acc), founder of Eliza Labs, talks about: 🔗 How the Eliza framework brings AI agents to every blockchain 📈 How ai16z is rethinking DAOs and decentralized investing 🌍 The societal shifts AI could bring—and who will control its value Timestamps: 00:00 Intro 03:01 Shaw’s inspiration for launching ai16z 08:45 How AI agents are evolving beyond simple tasks 10:28 The Eliza framework and its open-source impact 13:22 Can AI agents excel at trading? 21:19 Why Eliza works seamlessly across multiple blockchains 24:08 The story behind launching Marc Andreessen as an AI character 35:18 Plans for ai16z’s layer 1 and its future launchpad 40:23 Transforming AI agents into more than just “reply bots” 43:26 Shaw’s vision for AI’s role in shaping human society 49:26 Crypto News Recap Thank you to our sponsors! Kelp Polkadot

Laura Shin

216,174 views • 1 year ago