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a16z Podcast

Marc Andreessen: Why Perfect Products Become Obsolete

a16z Podcast

a16z

Science, Innovation, Business, Entrepreneurship, Culture, Disruption, Software Eating The World, Technology

4.41.1K Ratings

🗓️ 8 August 2025

⏱️ 37 minutes

🧾️ Download transcript

Summary

Marc Andreessen joins TBPN for an unfiltered conversation spanning everything from ads in LLMs to why Apple’s AI strategy may be risky for anyone not named Apple. Marc breaks down the current state of AI: why open source is resurging, how foundational research is (or isn’t) turning into product, and whether we’ve hit the moment when phones start to fade as dominant platforms. He also shares his candid thoughts on Meta’s wearable wins, Vision Pro’s imperfections, and how humor and deep research are his two favorite use cases for AI today.

Transcript

Click on a timestamp to play from that location

0:00.0

Are ads purely destructive or negative to the user experience or are they actually, if done properly, are they actually either neutral or even positive?

0:08.0

You know, if you're not Apple, do you really want to be a company that basically sits there and says, yeah, the world's moving and we're very deliberately not going to lean as hard as we can into it? I think there's a lot of survivorship bias in these kinds of strategy discussions where people look at the one company that's able to pull this off and they don't look at the 50 other companies that are in the graveyard because they

0:24.3

didn't adapt. Mark and Dresen went live on TPP on this week and today we're dropping that full

0:30.0

conversation here on the pot. Mark gets into it all what's really happening in AI right now, how Apple

0:35.4

was playing its hand, the return of open source,

0:37.8

and why perfect products can signal the end, not the peak.

0:41.6

He also shares his take on how to break into venture capital in 2025 and when he's actually

0:45.7

using AI for day to day.

0:48.0

Let's get into it.

0:51.5

This information is for educational purposes only and is not a recommendation to buy, hold, or sell any investment or financial product.

0:58.1

This podcast has been produced by a third party and may include pay promotional advertisements, other company references, and individuals unaffiliated with A16Z.

1:05.9

Such advertisements, companies, and individuals are not endorsed by AH Capital Management LLC, A16Z, or any of its affiliates.

1:13.5

Information is from sources deemed reliable on the date of publication, but A16Z does not guarantee its accuracy.

1:21.1

We have Mark Andreessen joining us. He's live from the TBPNLTJUM. Welcome to the stream. How you doing, Mark?

1:28.1

Hey, what's happening? Great to see you. Yeah, you too. A lot. It's a little bit of a slow news day,

1:35.0

but exciting stuff with GPT open source. It's not a slow August. It's not a slow August. We're glad.

1:42.0

We were just reflecting that we've taken exactly one day off this summer that was July 4th and we're showing the Europeans how American

1:49.9

companies work. American work. We're setting an example and we have proof of work because we

1:55.7

exist on the internet and you can see us live every day. So we're setting an example. How are you doing?

2:02.1

How's your summer going? Fantastic. Going really well. So how long is it going to be until you

2:06.5

guys put up avatars that make claims that you're working hard all through the summer, but it turns out

2:10.6

you're on the beach? You might have caught us. I think you'll know better than us as to when the

...

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