Marc Andreessen thinks AI is the biggest technological revolution of his life. In this conversation with a16z's Jen Kha, originally an a16z internal meeting, Marc covers: - The sheer scale of the AI revolution - How the infrastructure of >5 billion people on mobile gives AI instant distribution - Why the best of the AI application companies will be deep tech companies building their own AI - The AI race with China and how the wrong legislation could set America back - Why embracing the future is a prerequisite to success in venture 00:00 Introduction 01:51 What inning are we in? 09:11 Revenue growth vs burn 15:52 GPUs, compute & infrastructure: Shelf life and bottlenecks 24:23 China, open source & the global AI race 32:46 Policy & regulation: State vs federal dynamics 41:54 AI pricing models: Usage-based vs value-based 47:10 Open vs closed models: Tradeoffs and long-term winners 50:42 Incumbents vs startups: Who has the advantage? 1:08:44 Jobs, labor & how society adopts AI at scale @pmarca @jkhamehl(a16z)