Marc Andreessen: belief

Transcript context

…Before AWS, deploying applications was probably the bottleneck on new software. What is the biggest bottleneck today? At what layer of abstraction do we need new tools? Literally sitting here today, overwhelmingly it's the impact AI is having on coding. I think there's a real possibility that basically every application category gets upended in the next five years. I think the whole model of how applications get built across every domain might just completely change. In the old model without AI, you typically have some sort of database, you have some sort of front end for the database, you had forms, you had these known user interaction models, mobile apps and so forth. We got to a pretty good shared understanding of how humans and machines communicate, in the windowing era, and then in the mobile era, in the web era. AI might just upend all that. The future apps might just be much more of a dialogue between computer and machine. Either a written-text dialogue, or a spoken dialogue or some other form of dialogue. And the human is guiding the machine on what to do, and receiving real time feedback. And there's a loop, and then the machine just does what it does, and it gives you the results. I think we're potentially on the front end of that, that all might change. The very fundamental assumptions about how software gets built might just completely change. The tools on that are at the very front end. There's an entirely new stack that needs to get built to do that. So that's probably the big thing. Is there a reason though that AI is not one of your focus areas? As far as I know, you guys don't have an AI fund dedicated to that technology specifically?…

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