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The venture firm’s view of startups, AI, software, markets, company building, and the technological shifts creating new categories.
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Marc Andreessen and Ben Horowitz on the State of AI
Erik TorenbergMarc AndreessenBen Horowitz
AI need not match Beethoven to transform productivity: clearing 99.99% of humanity at intelligence and creativity could unlock recombination across domains.Current models already show commercially useful theory of mind in Socratic dialogue and simulated focus groups, though intelligence alone does not confer leadership or human connection.Demand, talent, and chip shortages are attracting supply, while the still-unformed interface and US–China robotics race leave the platform outcome open.