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Marc Andreessen on M&A, AI Ads & His Advice for Young VCs, Shopify's Harley Post-Earnings, Google's Genie 3 Potential & More | Marc Andreessen, Harley Finkelstein, Anton Osika, Thomas Dohmke, Alex Jacobson, Nicolas Kopp

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Aug 6, 2025
Join Thomas Dohmke, CEO of GitHub, and President of Shopify, Harley Finkelstein, as they delve into the intricate workings of AI, including Google's Genie 3 model's competitive edge. Venture capitalist Marc Andreessen shares insights on emerging tech trends, while Alex Jacobson discusses private market liquidity. The conversation also explores the five levels of robotic autonomy and the groundbreaking advancements by Cerebras, reshaping our understanding of AI integration in various sectors, from commerce to robotics.
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INSIGHT

Google's Release Pace Costs Lead

  • Google's advanced AI research excels but hesitates to quickly release consumer products.
  • Being first to market with ChatGPT greatly influenced its dominant consumer adoption.
INSIGHT

Consumer AI is Winner-Take-All

  • The consumer AI market is winner-take-all, favoring speed and public access.
  • Robotics and B2B AI models may have a more oligopolistic and competitive landscape.
ADVICE

Path to Venture Capital

  • Gain a track record in product development within innovative companies to become a venture capitalist.
  • Engage deeply with founders by understanding product creation processes.
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