Marc Andreessen: belief

Transcript context

…Do you think about AGI in shifting your investment thesis? Like, as we approach AGI and hit AGI, as an investor, how do you think about your investment thesis changing? Yeah, so I've always kind of had a little bit of an issue... I've always kind of struggled with the concept of AGI because at least... Well, let's put it this way. Let's define terms which is where I kind of struggle with it. Which is, there's like the prosaic definition of AGI, and then there's like the cosmic definition. And the way I describe it as, so let me start with the cosmic one. So the cosmic one is basically, is the singularity, right? And so, AGI is the moment where you enter the singularity which is to say where the world fundamentally changes. And the rules of the old world are gone, we're now operating in a new domain. And then the full definition of singularity is it's a world in which human judgment is no longer really relevant because you get this self-improvement loop, the AI is improving itself. In a sort of race circle takeoff scenarios, you could see if this takeoff thing, where the AI's improving itself, and the machines are making decisions so much faster than people, and people are just sitting there watching the machine do its thing. And I kind of described it, I don't really think we live in that world, whether they could call that utopian or dystopian, I don't think we're lucky or unlucky enough to live in that world. We could debate that, we could talk about that more. But the prosaic definition of AGI that at least I think the industry purchases but it's kind of conversed on, and tell me if you agree with this, is when the AI could do every economically-relevant task as good as a person. The way the co-founder of Anthropic put it is, like, "A basket of the most valuable economic tasks," so it's, like, 10, 15, not every single economically-valuable task.…

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