The a16z Show Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
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Jan 7, 2026 
Marc Andreessen, co-founder of a16z and a prominent figure in Silicon Valley, dives deep into the seismic shifts brought by AI. He discusses how we’re witnessing the biggest tech revolution, with falling intelligence costs reshaping the market. Andreessen elaborates on the balance between big and small models, the competitive landscape with China, and the implications of regulatory fragmentation. He also explores pricing strategies, the race between open and closed systems, and how a16z maneuvers through these evolving dynamics.
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AI As A Foundational Technology
- AI is the biggest technological revolution Marc Andreessen has seen, larger than the internet.
- We're only a few years into an 80-year arc that finally delivers neural-network-style computing at scale.
Revenue Takeoff Is Unprecedented
- AI startups today show unprecedented revenue takeoff rates and faster growth than past tech waves.
- Consumer and enterprise adoption are already translating into real-dollar demand quickly.
Tokens-By-The-Drink Economics
- AI economics are moving to a 'tokens-by-the-drink' model where per-unit intelligence costs are collapsing very fast.
- Falling unit costs should unlock enormous demand and new business models.