a16z Podcast

Beyond Chatbots: Marc Andreessen and Ben Horowitz on AI's Future

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Oct 31, 2025
Marc Andreessen, cofounder of a16z and a seasoned tech investor, joins Ben Horowitz, also a cofounder with a rich background in leadership and operations, to discuss AI's trajectory. They delve into the potential of LLMs for creativity and invention, arguing that human feats often rely on remixing ideas. They highlight the role of AI in creative fields like hip-hop and emphasize that leadership attributes like courage and confrontation skills are vital and hard for AI to replicate. The duo also explores the implications of AI spending and the competitive landscape between US and China in tech.
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Product Forms Will Evolve Beyond Chatbots

  • The ultimate AI product forms are still unknown and will evolve beyond chatbots and search.
  • Historical shifts (PC GUIs, web browsers) show interfaces can pivot dramatically over decades.

AI Clearing Ordinary Creativity Is Big

  • Extraordinary human creativity is very rare, so AI matching most people is still transformative.
  • Many breakthroughs build on decades of prior work, meaning remixing often equals progress.

Cross-Domain Reasoning Is A High Bar

  • Transfer reasoning (cross-domain thinking) is rare among humans, so AI that replicates it would be notable.
  • Even partial achievement of that ability yields large practical improvements.
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