Marc Andreessen: evaluation

Transcript context

…So you mentioned the Hollywood folks, maybe people in Silicon Valley and the vibe shift. Maybe you can speak to preference falsification. What do they actually believe? How many of them actually hate Trump? What percent of them are feeling this vibe shift and are interested in creating the roaring 20s in the way they’ve described? So first we should maybe talk population. So there’s all of Silicon Valley, and the way to just measure that is just look at voting records and what that shows consistently is Silicon Valley is just, at least historically, my entire time there has been overwhelmingly majority just straight up Democrat. The other way to look at that is political donation records. And again, the political donations in the Valley range from 90 to 99% to 1 side. And so I just bring it up because we’ll see what happens with the voting and with donations going forward. We can maybe talk about the fire later, but I can tell you there is a very big question of what’s happening in Los Angeles right now. I don’t want to get into the fire, but it’s catastrophic. And there was already a rightward shift in the big cities in California, and I think a lot of people in LA are really thinking about things right now as they’re trying to literally save their houses and save their families. But even in San Francisco, there was a big shift to the right in the voting in ’24. So we’ll see where that goes, but you observe that by just looking at the numbers over time. The part that I’m more focused on is, and I don’t know how to exactly describe this, but it’s like the top 1,000 or the top 10,000 people. I don’t have a list, but it’s all the top founders, top CEOs, top executives, top engineers, top VCs, and then into the ranks, the people who kind of built and run the companies. And I don’t have numbers, but I have a much more tactile feel for what’s happening. So the big thing I have now come to believe is that the idea that people have beliefs is mostly wrong. I think that most people just go along, and I think even most high status people just go along. And I think maybe the most high status people are the most prone to just go along because they’re the most focused on status. And the way I would describe that is one of the great forbidden philosophers of our time is the Unabomber, Ted Kaczynski. And amidst his madness, he had this extremely interesting articulation. He was an insane lunatic murderer, but he was also a Harvard super genius. Not that those are in conflict. Shots fired man.…

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