Welcome back to "The Ben & Marc Show," featuring a16z co-founders Marc Andreessen and Ben Horowitz. In this new episode – the first of two parts – Marc and Ben answer YOUR questions on the “State of AI” as it relates to company building.
In this one-on-one conversation, Ben and Marc discuss how small AI startups can compete with Big Tech’s massive compute and data scale advantages, unpack the reasons why data is overrated as a sellable asset, and uncover all the ways the AI boom compares to the internet boom. That and much more. Enjoy!
Topics Covered:
00:00:00 Teaser
00:00:42 Intro
00:01:14 How AI startups can compete with the bigger players
00:05:57 Will the the "God models" get 100x better?
00:09:19 Counter argument: Are the tests too simple?
00:10:14 Internet data represents average human activity
00:11:50 AI's ability to unlock latent super genius limits
00:15:30 Neural networks exhibit generalized learning and computation functions
00:17:01 Reports of self improvement loops
00:19:10 Current data improvements
00:22:05 Challenges for AI applications
00:25:48 Business value-based pricing model
00:29:38 Two diametrically opposed questions about AI's impact on tech investment
00:32:48 The Jevons Paradox
00:36:46 John Maynard Keynes vs. Karl Marx
00:39:29 Demand for softwares is perfectly elastic
00:41:12 AI based medical diagnosis
00:42:09 Reality of data moats
00:48:06 Big companies and actionable data validation
00:52:05 Big companies using stolen data
00:53:07 Genetic Information Nondiscrimination Act (GINA)
00:57:53 Comparison of AI boom and internet boom
01:02:23 Marc's prediction for the AI industry
01:08:07 Lessons learned from internet era
01:12:12 Big companies trying to lock down AI
01:13:28 Core VC assumes half of investments will fail
01:19:25 Sign off
#ai #startup #business #tech #technology #founders #artificialintelligence #internet #entrepreneur #entrepreneurship #culture #news
Listen to Us!
- Apple: https://bit.ly/3SdsfNt
- Spotify: https://spoti.fi/3SclPOr
Resources:
Marc on X:
/ pmarca
Marc’s Substack: https://pmarca.substack.com/
Ben on X: / bhorowitz
Stay Updated:
Find us on X: / a16z
Find us on LinkedIn:
/ a16z
The views expressed here are those of the individual personnel quoted and are not the views of a16z or its affiliates. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors and may not under any circumstances be relied upon when making a decision to invest in any a16z funds. PLEASE SEE MORE HERE: https://a16z.com/disclosures/
In this one-on-one conversation, Ben and Marc discuss how small AI startups can compete with Big Tech’s massive compute and data scale advantages, unpack the reasons why data is overrated as a sellable asset, and uncover all the ways the AI boom compares to the internet boom. That and much more. Enjoy!
Topics Covered:
00:00:00 Teaser
00:00:42 Intro
00:01:14 How AI startups can compete with the bigger players
00:05:57 Will the the "God models" get 100x better?
00:09:19 Counter argument: Are the tests too simple?
00:10:14 Internet data represents average human activity
00:11:50 AI's ability to unlock latent super genius limits
00:15:30 Neural networks exhibit generalized learning and computation functions
00:17:01 Reports of self improvement loops
00:19:10 Current data improvements
00:22:05 Challenges for AI applications
00:25:48 Business value-based pricing model
00:29:38 Two diametrically opposed questions about AI's impact on tech investment
00:32:48 The Jevons Paradox
00:36:46 John Maynard Keynes vs. Karl Marx
00:39:29 Demand for softwares is perfectly elastic
00:41:12 AI based medical diagnosis
00:42:09 Reality of data moats
00:48:06 Big companies and actionable data validation
00:52:05 Big companies using stolen data
00:53:07 Genetic Information Nondiscrimination Act (GINA)
00:57:53 Comparison of AI boom and internet boom
01:02:23 Marc's prediction for the AI industry
01:08:07 Lessons learned from internet era
01:12:12 Big companies trying to lock down AI
01:13:28 Core VC assumes half of investments will fail
01:19:25 Sign off
#ai #startup #business #tech #technology #founders #artificialintelligence #internet #entrepreneur #entrepreneurship #culture #news
Listen to Us!
- Apple: https://bit.ly/3SdsfNt
- Spotify: https://spoti.fi/3SclPOr
Resources:
Marc on X:
/ pmarca Marc’s Substack: https://pmarca.substack.com/
Ben on X:
/ bhorowitz Stay Updated:
Find us on X:
/ a16z Find us on LinkedIn:
/ a16z The views expressed here are those of the individual personnel quoted and are not the views of a16z or its affiliates. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors and may not under any circumstances be relied upon when making a decision to invest in any a16z funds. PLEASE SEE MORE HERE: https://a16z.com/disclosures/