Invest Like the Best with Patrick O'Shaughnessy

Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

2311 snips
Feb 11, 2025
Marc Andreessen, co-founder of Andreessen Horowitz and a leading voice in Silicon Valley, discusses the seismic shifts in technology and geopolitics. He explores the implications of open-source AI, particularly DeepSeek, in the U.S.-China rivalry, while providing insights into the evolving landscape of venture capital. Katie Ellenberg, head of investment operations at Geneva Capital Management, joins in to address the changing dynamics of capital allocation and the vital human connections necessary for nurturing entrepreneurial talent in an increasingly complex market.
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INSIGHT

Democratization of AI

  • DeepSeek's open-source AI model R1 significantly reduces AI costs and democratizes access.
  • This makes AI ubiquitous, challenging control efforts and fostering innovation.
INSIGHT

Winners and Losers in the AI Race

  • Open-source AI models like DeepSeek's R1 benefit users and startups by reducing costs.
  • Proprietary model companies and hardware providers face short-term losses.
INSIGHT

The Jevons Paradox in AI

  • Reduced AI costs may increase usage, benefiting the entire AI industry.
  • This "Jevons Paradox" effect could lead to an explosion in AI adoption and development.
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