High Signal Podcasts Evidence ledger
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Public evidence record

Marc Andreessen

Published podcast speaker

Claims
94
Episodes
5
Shows
4
Named items
2

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The evidenced stack.

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person / likes

James Burnham

“Oh, yes, my favorite is James Burnham. He’s my favorite.”

Conversations with Tyler · 13 Mar 2024

Evidence receipt · Source ↗

person / recommends

Tom Wolfe

“Then I read this profile that I recommend to everybody, which is, Tom Wolfe, the great novelist, journalist, wrote a profile of Bob Noyce, who was the original founder of Intel and basically the father of the chip industry.”

Conversations with Tyler · 15 Jun 2022

Evidence receipt · Source ↗

Claim ledger

What Marc said.

94 transcript-backed records

01 / prediction

And so if you sort of combine in a country like the US or any country in Europe, if you combine declining population with less immigration, the remaining human workers are going to be at a premium, not at a discount. And so I think that combination of faster productivity growth, faster economic growth, and then slower population growth and less immigration actually means there's going to be much less of this kind of dystopian no jobs' thing.

“And so if you sort of combine in a country like the US or any country in Europe, if you combine declining population with less immigration, the remaining human workers are going to be at a premium, not at a discount. And so I think that combination of faster productivity growth, faster economic growth, and then slower population growth and less immigration actually means there's going to be much less of this kind of dystopian no jobs' thing.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

02 / belief

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.

“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.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

04 / belief

One is, the trust that a lot of people have had and kind of what you described as kind of legacy institutions around the world is, I think, in kind of full-scale collapse right now.

“One is, the trust that a lot of people have had and kind of what you described as kind of legacy institutions around the world is, I think, in kind of full-scale collapse right now.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

05 / belief

" People can just do this today. And so I think there's this massive opportunity for parents in many walks of life, with a little bit of time at focus, to be able to say, " Okay, my kid's probably still going to go through a traditional education system, but I'm going to augment this with AI tutoring.

“" People can just do this today. And so I think there's this massive opportunity for parents in many walks of life, with a little bit of time at focus, to be able to say, " Okay, my kid's probably still going to go through a traditional education system, but I'm going to augment this with AI tutoring.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

06 / belief

People who really want to improve themselves and develop their career should be spending every spare hour, in my view, at this point, talking to AI, being like, "All right, train me up.

“People who really want to improve themselves and develop their career should be spending every spare hour, in my view, at this point, talking to AI, being like, "All right, train me up.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

10 / evaluation

If it doesn't work, or if it's not doing what you expect, or it's not fast enough or whatever, you need to be able to understand the results of what the AI is giving you.

“If it doesn't work, or if it's not doing what you expect, or it's not fast enough or whatever, you need to be able to understand the results of what the AI is giving you.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

12 / prediction

Everybody's materially much better off very quickly. And then by the way, to the extent that you do have unemployment coming out the other side of that, it's now much cheaper to provide the social safety net to prevent people from being immiserated because the prices of all the goods and services that a welfare program has to pay from, they're all collapsing.

“Everybody's materially much better off very quickly. And then by the way, to the extent that you do have unemployment coming out the other side of that, it's now much cheaper to provide the social safety net to prevent people from being immiserated because the prices of all the goods and services that a welfare program has to pay from, they're all collapsing.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

13 / evaluation

It's always kind of relative in comparison to a human worker, right? And it's, like, I don't know, human skill level caps out at a certain point, but that's because of the inherent biological limitations of the human organism.

“It's always kind of relative in comparison to a human worker, right? And it's, like, I don't know, human skill level caps out at a certain point, but that's because of the inherent biological limitations of the human organism.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

14 / evaluation

Because you get to hire people with all these skills and experiences, right, and you're in this ecosystem that adapts and channels talents and skill and knowledge and people into the new fields.

“Because you get to hire people with all these skills and experiences, right, and you're in this ecosystem that adapts and channels talents and skill and knowledge and people into the new fields.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

15 / uncertainty

I would just say, there may be, I don't know, there may be like one particularly brilliant, I don't know, hedge fund manager or something who has this all figured out, but I guess I would say if they exist I haven't met them yet.

“I would just say, there may be, I don't know, there may be like one particularly brilliant, I don't know, hedge fund manager or something who has this all figured out, but I guess I would say if they exist I haven't met them yet.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

16 / prediction

All of that translates to, okay, probably at the end of this, there's going to be two or three companies that are going to end up with like 100%, I don't know, whatever, 50/50 or 30/30/30 or 90/10 and one, or whatever it is, market share and then they're going to have whatever profitability they have and it's going to be kind of a classic oligopoly, or maybe one company's going to win definitively and it'll be a monopoly.

“All of that translates to, okay, probably at the end of this, there's going to be two or three companies that are going to end up with like 100%, I don't know, whatever, 50/50 or 30/30/30 or 90/10 and one, or whatever it is, market share and then they're going to have whatever profitability they have and it's going to be kind of a classic oligopoly, or maybe one company's going to win definitively and it'll be a monopoly.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

17 / recommendation

There's this massive question in the field of education, which is, how do you improve educational outcomes? And basically, it turns out it's very hard to improve educational outcomes except there's one method that always does it, which is called the Bloom's 2 Sigma effect, which is there's one method of education that routinely raises student outcomes by two standards of deviation and will take a kid from the 50th percentile to the 99th percentile and that's one-on-one tutoring.

“There's this massive question in the field of education, which is, how do you improve educational outcomes? And basically, it turns out it's very hard to improve educational outcomes except there's one method that always does it, which is called the Bloom's 2 Sigma effect, which is there's one method of education that routinely raises student outcomes by two standards of deviation and will take a kid from the 50th percentile to the 99th percentile and that's one-on-one tutoring.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

18 / evaluation

" What I found is if you look back on those predictions a few years later, and you can do this by the way, if you pull up coverage of the internet from 1993 through 1997, or for that matter even through 2005 or 2010, and you look at the kinds of confidence statements people were making in the first 10 or 15 years, I would say almost all of them were wrong, generally quite badly wrong.

“" What I found is if you look back on those predictions a few years later, and you can do this by the way, if you pull up coverage of the internet from 1993 through 1997, or for that matter even through 2005 or 2010, and you look at the kinds of confidence statements people were making in the first 10 or 15 years, I would say almost all of them were wrong, generally quite badly wrong.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

19 / recommendation

You're always more productive if you know how the machine works when you use the machine. And so the super-empowered individual on the other end of this that wants to do great things with the new technology, yes, you 100% want to understand this thing all the way down the stack because you want to be able to understand what it's giving you.

“You're always more productive if you know how the machine works when you use the machine. And so the super-empowered individual on the other end of this that wants to do great things with the new technology, yes, you 100% want to understand this thing all the way down the stack because you want to be able to understand what it's giving you.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

20 / prediction

Specifically, the following, which is every coder now believes they can also be a product manager and a designer because they have AI, every product manager thinks they can be a coder and a designer, and then every designer knows they can be a product manager and a coder.

“Specifically, the following, which is every coder now believes they can also be a product manager and a designer because they have AI, every product manager thinks they can be a coder and a designer, and then every designer knows they can be a product manager and a coder.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

21 / evaluation

The way I think about this, we have a 10-year-old, we actually homeschool and so we think a lot about this. So I think the way to think about the impact of AI on, specifically, people as individuals, it's actually, a lot of people just focus on this kind of very, I would say, straightforward or overly simplistic view of just literally job losses, which we can talk about.

“The way I think about this, we have a 10-year-old, we actually homeschool and so we think a lot about this. So I think the way to think about the impact of AI on, specifically, people as individuals, it's actually, a lot of people just focus on this kind of very, I would say, straightforward or overly simplistic view of just literally job losses, which we can talk about.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

22 / prediction

They got really bad on many fronts at the same time. And so just relieving that and getting back to a reasonably optimistic, constructive, pro-growth frame of mind, there’s so much pent-up energy and potentially in the American system, that alone is going to, I think cause growth and spirit to take off.

“They got really bad on many fronts at the same time. And so just relieving that and getting back to a reasonably optimistic, constructive, pro-growth frame of mind, there’s so much pent-up energy and potentially in the American system, that alone is going to, I think cause growth and spirit to take off.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

23 / belief

We’ve got the best artists in the world, creative professionals, the best movies. So yeah, I would say all of our problems, I think are basically, in my view, to some extent, attempts to basically sand all that off and make everything basically boring and mediocre.

“We’ve got the best artists in the world, creative professionals, the best movies. So yeah, I would say all of our problems, I think are basically, in my view, to some extent, attempts to basically sand all that off and make everything basically boring and mediocre.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

25 / belief

I think what I realized is that I just have a very different perspective on some of these things, and the reason is because of the combination of where I came from and then where I ended up.

“I think what I realized is that I just have a very different perspective on some of these things, and the reason is because of the combination of where I came from and then where I ended up.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

26 / observation

The way to actually think about how to make a system work and maintain any shred of freedom is to actually understand that that is actually what’s happening.

“The way to actually think about how to make a system work and maintain any shred of freedom is to actually understand that that is actually what’s happening.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

27 / belief

Number one, it was obviously the rise of smartphones, then it was the rise of the new messaging services, then it was the rise specifically of I would say combination of WhatsApp and Signal.

“Number one, it was obviously the rise of smartphones, then it was the rise of the new messaging services, then it was the rise specifically of I would say combination of WhatsApp and Signal.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

28 / uncertainty

I feel like I spent my first whatever, 30 years figuring out machines, and then now I’m spending 30 years figuring out people, which turns out to be quite a bit more complicated. And then, I don’t know, maybe God’s the last 30 years or something.

“I feel like I spent my first whatever, 30 years figuring out machines, and then now I’m spending 30 years figuring out people, which turns out to be quite a bit more complicated. And then, I don’t know, maybe God’s the last 30 years or something.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

29 / belief

I think anybody listening to this could name a series of slogans that we’ve all been forced to chant for the last decade that everybody knows at this point are just simply not true.

“I think anybody listening to this could name a series of slogans that we’ve all been forced to chant for the last decade that everybody knows at this point are just simply not true.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

30 / belief

I think the taxpayers do not understand this level of crisis, and I think if the taxpayers come to understand it, I think the funding evaporates. And so I think the fuse is going through no fault of any of ours, but the fuse is going and there’s some window of time here to fix this and address it and justify the money because just normal taxpayers sitting in normal towns in normal jobs are not going to tolerate this for that much longer.

“I think the taxpayers do not understand this level of crisis, and I think if the taxpayers come to understand it, I think the funding evaporates. And so I think the fuse is going through no fault of any of ours, but the fuse is going and there’s some window of time here to fix this and address it and justify the money because just normal taxpayers sitting in normal towns in normal jobs are not going to tolerate this for that much longer.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

31 / belief

I agree with that, up to a point. So, I think, for sure, for quite a long time, the people who are good at coding are going to be the best at actually having AIs code things, because they’re going to understand what, very basic, they’re going to understand what’s happening.

“I agree with that, up to a point. So, I think, for sure, for quite a long time, the people who are good at coding are going to be the best at actually having AIs code things, because they’re going to understand what, very basic, they’re going to understand what’s happening.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

32 / belief

Balance the powers. But the other way they did it was they echoing what had been done earlier I think in the UK Parliament, they created the two different bodies of the legislature.

“Balance the powers. But the other way they did it was they echoing what had been done earlier I think in the UK Parliament, they created the two different bodies of the legislature.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

33 / belief

Individualism in America probably peaked, I think between roughly call it the end of the Civil War, 1865 through to probably call it 1931 or something.

“Individualism in America probably peaked, I think between roughly call it the end of the Civil War, 1865 through to probably call it 1931 or something.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

34 / belief

I think what happens is they conform to the belief system around them, and I think most of the time they’re not even aware that they’re basically part of a herd.

“I think what happens is they conform to the belief system around them, and I think most of the time they’re not even aware that they’re basically part of a herd.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

35 / belief

The counter argument to that is I do think a lot of how Elon is causing change in the world right now … There’s the companies he’s running directly where I think he’s doing very well, and we’re investors in multiple of them and doing very well.

“The counter argument to that is I do think a lot of how Elon is causing change in the world right now … There’s the companies he’s running directly where I think he’s doing very well, and we’re investors in multiple of them and doing very well.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

36 / belief

I would just say, I think the way to look at that … And look, like I said, I don’t want to predict what’s going to happen once this whole thing starts unfolding.

“I would just say, I think the way to look at that … And look, like I said, I don’t want to predict what’s going to happen once this whole thing starts unfolding.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

37 / belief

Actually, that’s worth noting is that’s another trillion-dollar question on AI, which is in a world of pervasive AI, and especially in a world of AI agents, and imagine a world of billions or trillions of AI agents running around, they need an economy. And crypto, in our view, happens to be the ideal economic system for that, because it’s a programmable money.

“Actually, that’s worth noting is that’s another trillion-dollar question on AI, which is in a world of pervasive AI, and especially in a world of AI agents, and imagine a world of billions or trillions of AI agents running around, they need an economy. And crypto, in our view, happens to be the ideal economic system for that, because it’s a programmable money.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

38 / uncertainty

If you have, the people I know who feel that way are pretty centered and generally seem very, I don’t know how to put it, pleased, proud, calm, at peace.

“If you have, the people I know who feel that way are pretty centered and generally seem very, I don’t know how to put it, pleased, proud, calm, at peace.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

39 / evaluation

The thing that the tenured professors at all these places know is it doesn’t matter who the president is because they can outlast them because they cannot get fired.

“The thing that the tenured professors at all these places know is it doesn’t matter who the president is because they can outlast them because they cannot get fired.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

40 / evaluation

About 20, 30-year-old book, but it’s completely modern and current in what it talks about as well as very deeply historically informed. So it’s called Private Truths, Public Lies, and it’s written by a social science professor named Timur Kuran, at I think Duke, and his definitive work on this.

“About 20, 30-year-old book, but it’s completely modern and current in what it talks about as well as very deeply historically informed. So it’s called Private Truths, Public Lies, and it’s written by a social science professor named Timur Kuran, at I think Duke, and his definitive work on this.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

42 / prediction

I would say, I’m not going to predict, I’m going to say there’s questions all over the place. And we have this category of question we call the trillion-dollar question, which is literally, depending on how it’s answered, people make or lose a trillion dollars, and I think there’s, I don’t know, five or six trillion questions right now, that are hanging out there, which is an unusually large number.

“I would say, I’m not going to predict, I’m going to say there’s questions all over the place. And we have this category of question we call the trillion-dollar question, which is literally, depending on how it’s answered, people make or lose a trillion dollars, and I think there’s, I don’t know, five or six trillion questions right now, that are hanging out there, which is an unusually large number.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

43 / evaluation

My serious observation would be it’s the thing I’ve talked to him about for a long time, and I keep trying to read and follow everything he does, is he’s probably, he is the, I think, see if you agree with this, he is the smartest and most credible critic of LLMs as the path for AI.

“My serious observation would be it’s the thing I’ve talked to him about for a long time, and I keep trying to read and follow everything he does, is he’s probably, he is the, I think, see if you agree with this, he is the smartest and most credible critic of LLMs as the path for AI.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

44 / evaluation

The voters actually have a voice and they actually exercise it, and they don’t just listen to ads. And so again, there, I would say, yeah, clearly there’s some power there, but I don’t know if it’s some weapon that he can just turn on and use in a definitive way.

“The voters actually have a voice and they actually exercise it, and they don’t just listen to ads. And so again, there, I would say, yeah, clearly there’s some power there, but I don’t know if it’s some weapon that he can just turn on and use in a definitive way.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

46 / evaluation

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.

“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.”
Speaker
Marc Andreessen
Publisher
Lex Fridman Podcast

50 / evaluation

Now, we’re dealing with a minority, not a majority, but I think there’s quite a bit — every hour I get that I can spend at 20-year-olds is actually very encouraging.

“Now, we’re dealing with a minority, not a majority, but I think there’s quite a bit — every hour I get that I can spend at 20-year-olds is actually very encouraging.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

51 / evaluation

The interesting thing he said about that is, he said, “Look, managerialism is, basically, it’s not that it’s good or bad. It just is necessary because companies and institutions and governments and all the rest of it get to the point where they’re just too big and too complicated for one person to run everything.

“The interesting thing he said about that is, he said, “Look, managerialism is, basically, it’s not that it’s good or bad. It just is necessary because companies and institutions and governments and all the rest of it get to the point where they’re just too big and too complicated for one person to run everything.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

54 / evaluation

Then over the course of the last 30 or 40 years, basically, what’s evolved is the realization in the field (and I think very broadly) that actually, that’s a mistake.

“Then over the course of the last 30 or 40 years, basically, what’s evolved is the realization in the field (and I think very broadly) that actually, that’s a mistake.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

55 / evaluation

The good news of AI — and the good news also, by the way, with crypto because there’s always a lot of controversy around crypto and Web3 and blockchain around energy use.

“The good news of AI — and the good news also, by the way, with crypto because there’s always a lot of controversy around crypto and Web3 and blockchain around energy use.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

56 / prediction

I think kids are going to grow up with basically — you could use various terms, assistant, friend, coach, mentor, tutor, but kids are going to grow up in this amazing back-and-forth relationship with AI.

“I think kids are going to grow up with basically — you could use various terms, assistant, friend, coach, mentor, tutor, but kids are going to grow up in this amazing back-and-forth relationship with AI.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

57 / prediction

We will now have, I think, a relatively protracted process of many regulators or many agencies without explicit authority in the domain basically inserting themselves into the space.

“We will now have, I think, a relatively protracted process of many regulators or many agencies without explicit authority in the domain basically inserting themselves into the space.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

58 / disagreement

They've got these crypto assets they're trading frequently, and then they'll back a startup and then they'll trade that startup's token just like they trade Bitcoin or Ethereum. But in our view that's the wrong way.

“They've got these crypto assets they're trading frequently, and then they'll back a startup and then they'll trade that startup's token just like they trade Bitcoin or Ethereum. But in our view that's the wrong way.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

59 / evaluation

A big reason I'm more optimistic about a broader set of categories is because computer science in particular, now applies across more categories.

“A big reason I'm more optimistic about a broader set of categories is because computer science in particular, now applies across more categories.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

60 / prediction

ptimistic view on that is that it's the transition from these companies being in the bourgeois capitalist model to the managerial model that creates the opportunity for the new generation of startups. Because then the counterfactual, if these companies remained bourgeois capitalist companies for 100 years, then they would be the companies to create all the new products, and then we wouldn't necessarily need to exist because those companies would just do what startups do.

“ptimistic view on that is that it's the transition from these companies being in the bourgeois capitalist model to the managerial model that creates the opportunity for the new generation of startups. Because then the counterfactual, if these companies remained bourgeois capitalist companies for 100 years, then they would be the companies to create all the new products, and then we wouldn't necessarily need to exist because those companies would just do what startups do.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

61 / evaluation

I view it as — we're an enabling agent for at least enough of a resumption of bourgeois capitalism to be able to get new things built, even if most of the companies that we built ultimately themselves end up being run in the managerial model.

“I view it as — we're an enabling agent for at least enough of a resumption of bourgeois capitalism to be able to get new things built, even if most of the companies that we built ultimately themselves end up being run in the managerial model.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

65 / belief

I think he would say that we're a hybrid, we're a managerial entity that is in the business of catalyzing and supporting bourgeois capitalist companies.

“I think he would say that we're a hybrid, we're a managerial entity that is in the business of catalyzing and supporting bourgeois capitalist companies.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

66 / belief

I think 100% of the people we back have the intelligence to do it, maybe half of them have the temperament to do it, and then maybe half of those have the intelligence and the temperament and they really want to do it.

“I think 100% of the people we back have the intelligence to do it, maybe half of them have the temperament to do it, and then maybe half of those have the intelligence and the temperament and they really want to do it.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

68 / belief

By the way, I have a strategy and a theory for where the whale is. And maybe one guy is like — look, I'm gonna go where everybody knows there are whales and other guy’s gonna be like — no, that place is overfished, I'm gonna go to some other place where nobody thinks there's a whale, but I think there is.

“By the way, I have a strategy and a theory for where the whale is. And maybe one guy is like — look, I'm gonna go where everybody knows there are whales and other guy’s gonna be like — no, that place is overfished, I'm gonna go to some other place where nobody thinks there's a whale, but I think there is.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

69 / evaluation

A consequence of that, that I think is pretty obvious, is that managerial capitalism has a big advantage that Burnham identified, which is that the managers are often very good at running things at scale.

“A consequence of that, that I think is pretty obvious, is that managerial capitalism has a big advantage that Burnham identified, which is that the managers are often very good at running things at scale.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

70 / evaluation

People I know who spend a lot of time revisiting old decisions are less effective because they mire themselves in what ifs and counterfactuals.

“People I know who spend a lot of time revisiting old decisions are less effective because they mire themselves in what ifs and counterfactuals.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

71 / uncertainty

I'd also say this — I don't know that there's actually a dividing line between that form of speculation, and speculation on what people call investments.

“I'd also say this — I don't know that there's actually a dividing line between that form of speculation, and speculation on what people call investments.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

72 / evaluation

That work really started kicking in in the 60s and 70s, a little bit later. And then he said — Look, the problem is there aren't other sectors that have had these huge investments in basic research.

“That work really started kicking in in the 60s and 70s, a little bit later. And then he said — Look, the problem is there aren't other sectors that have had these huge investments in basic research.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

73 / recommendation

I always love meeting with new nuclear entrepreneurs, because it's just so obvious that we should have this big investment in nuclear energy and there's all these new designs.

“I always love meeting with new nuclear entrepreneurs, because it's just so obvious that we should have this big investment in nuclear energy and there's all these new designs.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

76 / evaluation

Erdoğan came out and he said, “I think Twitter is the primary challenge to the survival of any political regime in the modern world,” And I was like — Okay, all the smart analysts all think this is worthless and then a guy who's actually trying to keep control of a country is like, this is my number one threat.

“Erdoğan came out and he said, “I think Twitter is the primary challenge to the survival of any political regime in the modern world,” And I was like — Okay, all the smart analysts all think this is worthless and then a guy who's actually trying to keep control of a country is like, this is my number one threat.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

77 / evaluation

People are wired to respond to stress in different ways. And I think there are people who are wired to be extremely productive and get very happy under extreme levels of stress.

“People are wired to respond to stress in different ways. And I think there are people who are wired to be extremely productive and get very happy under extreme levels of stress.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

78 / preference

I like nothing more at the end of the day than having a couple hours to be able to get outside of my own head and watch a really good movie.

“I like nothing more at the end of the day than having a couple hours to be able to get outside of my own head and watch a really good movie.”
Speaker
Marc Andreessen
Publisher
Dwarkesh Podcast

79 / belief

Again, this is the macro human-behavior question of all time, but the biggest question is, I think, and continues to be, and will probably always be — it’s a little bit the nature-nurture question, or let’s say it’s inherent capability of whatever form for whatever reason, and then training.

“Again, this is the macro human-behavior question of all time, but the biggest question is, I think, and continues to be, and will probably always be — it’s a little bit the nature-nurture question, or let’s say it’s inherent capability of whatever form for whatever reason, and then training.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

80 / evaluation

Necessary disclaimer on that: in my line of work, a false negative — saying something is not going to work and then it works — is a much bigger mistake than the false positive of saying something’s going to work and then it doesn’t work.

“Necessary disclaimer on that: in my line of work, a false negative — saying something is not going to work and then it works — is a much bigger mistake than the false positive of saying something’s going to work and then it doesn’t work.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

85 / belief

I would say the case studies of Tesla and SpaceX — and this is something we’re spending a lot of time on in our firm — really leads me to wonder if the Janeway thesis is actually wrong, and if, actually, we should be much more open-minded about this.

“I would say the case studies of Tesla and SpaceX — and this is something we’re spending a lot of time on in our firm — really leads me to wonder if the Janeway thesis is actually wrong, and if, actually, we should be much more open-minded about this.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

86 / evaluation

Everything today is filtered through our politics. It’s really hard to understand, in my view, how people thought, especially before the 1960s, and again, I think, even before the 1930s, through our political lens.

“Everything today is filtered through our politics. It’s really hard to understand, in my view, how people thought, especially before the 1960s, and again, I think, even before the 1930s, through our political lens.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

87 / prediction

Maybe, I think, it grows the media business, but it doesn’t have to cause it to explode like that, but having it be a better proposition for creators, having it be a better proposition for consumers, having content come into existence that didn’t exist before.

“Maybe, I think, it grows the media business, but it doesn’t have to cause it to explode like that, but having it be a better proposition for creators, having it be a better proposition for consumers, having content come into existence that didn’t exist before.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

90 / evaluation

I think that’s why California has the tech industry in the north and the media industry in the south. It’s because those are the two parts of the virtual frontier: the networks and then the content in the imaginary world.

“I think that’s why California has the tech industry in the north and the media industry in the south. It’s because those are the two parts of the virtual frontier: the networks and then the content in the imaginary world.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

91 / recommendation

Then I read this profile that I recommend to everybody, which is, Tom Wolfe, the great novelist, journalist, wrote a profile of Bob Noyce, who was the original founder of Intel and basically the father of the chip industry.

“Then I read this profile that I recommend to everybody, which is, Tom Wolfe, the great novelist, journalist, wrote a profile of Bob Noyce, who was the original founder of Intel and basically the father of the chip industry.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

92 / evaluation

The reason I say that is because, one, it’s reductive, or it’s looking backwards, which is to say, we used to have in-person meetings, and now we have some people remote, so now we need hybrid meetings.

“The reason I say that is because, one, it’s reductive, or it’s looking backwards, which is to say, we used to have in-person meetings, and now we have some people remote, so now we need hybrid meetings.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

93 / evaluation

The reason I think that that’s probably right is because at least the history in the Valley is, if we have a sharp entrepreneur with the ability to attract a team, the ability to tell a story and have a vision, and then they’ve got insight into a technological dislocation — an actual change to the technology foundation of the field that they’re working in — then you have a shot for a successful start-up.

“The reason I think that that’s probably right is because at least the history in the Valley is, if we have a sharp entrepreneur with the ability to attract a team, the ability to tell a story and have a vision, and then they’ve got insight into a technological dislocation — an actual change to the technology foundation of the field that they’re working in — then you have a shot for a successful start-up.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler

94 / preference

That stuff, I don’t tend to read more than once. It’s almost entirely, I would say, broadly speaking, it’s political theory, it’s history, it’s economic theory a little bit, although it’s probably more economic history.

“That stuff, I don’t tend to read more than once. It’s almost entirely, I would say, broadly speaking, it’s political theory, it’s history, it’s economic theory a little bit, although it’s probably more economic history.”
Speaker
Marc Andreessen
Publisher
Conversations with Tyler
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