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.
In this episode, 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.
Timecodes:
0:00 Intro
2:41 The Pace of AI and Technology Cycles
4:03 Research vs. Productization in AI Companies
5:15 Apple’s Strategy: Last Mover Advantage
7:09 The Future Beyond Smartphones
10:23 Open Source AI: Progress and Challenges
13:49 Ads in AI: Business Models and User Experience
15:52 Legal Frameworks for AI and Data
17:53 Lightning Round: How Mark Uses AI
19:01 Breaking into Venture Capital in 2025
20:34 M&A, Survivorship Bias, and Company Resilience
Resources
Watch TBPN: https://www.tbpn.com/
Marc on X: https://x.com/pmarca
Marc’s Substack: https://pmarca.substack.com/