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Invest Like the Best
Deep conversations with investors, founders, and operators about business quality, capital allocation, strategy, and enduring competitive advantage.
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Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]
Patrick O'ShaughnessyMarc Andreessen
DeepSeek R1 makes frontier reasoning open, self-hostable, and roughly 30X cheaper, pressuring proprietary labs and NVIDIA while potentially expanding demand through Jevons Paradox.The shift intensifies U.S.–China competition over open technology infrastructure, with export controls, copyright, supply-chain dependence, and autonomous weapons creating catalysts and unresolved geopolitical risks.