
Marc Andreessen
About Marc Andreessen
Marc Andreessen is the co-founder and general partner of Andreessen Horowitz (a16z), one of Silicon Valley's most influential venture capital firms. He co-created Mosaic, the first widely-used web browser, and co-founded Netscape in 1994. His essay "Why Software Is Eating the World" (2011) defined a generation of tech investing.
Career Highlights
- Andreessen Horowitz (2009-present): Co-founder, leading investments in AI, crypto, and enterprise software
- Netscape (1994-1999): Co-founder, pioneered the commercial web browser
- Mosaic (1993): Co-creator at NCSA, first graphical web browser
- Board seats: Meta, Coinbase, Roblox, and many others
Notable Positions
On AI Economics (2025)
In his a16z AMA, Andreessen laid out the bull case for AI economics:
"Tokens by the drink are going to get a lot cheaper from here. That's going to drive enormous demand."
He argues the cost deflation in AI is faster than Moore's Law, which will drive elastic demand growth.
On Small vs. Big Models
"There's this kind of chase function happening. After 6 or 12 months, there's a small model that's just as capable as the leading edge big model was."
His prediction: AI will mirror the computer industry—a few "god models" in data centers plus a cascade of smaller models running everywhere.
On the Chip Glut Coming
"Nvidia's profits are so large they're the bat signal of all time to the rest of the chip industry. AI chips will be cheap and plentiful in 5 years."
Key Quotes
- "This is bigger than the internet. The comps are the steam engine and electricity."
- "You can download AI. You couldn't download electricity or indoor plumbing."
- "If you watch revealed preferences, everyone is using AI—despite what they say in surveys."
Related Reading
- Enterprise AI - The market Andreessen is betting on
- Model Commoditization - The dynamic he's tracking