Home Speakers Marc Andreessen Quote We believe that if we make both intelligence and energy “too cheap to meter”, the ultimate result will be that all physical goods become as cheap as pencils.
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My view is that the idea that AI will decide to literally kill humanity is a profound category error.
On the same topics Blog The Most Important Market in AI is the Middle Sep 23, 2026
But the right tail of the market is thinner than almost anyone forecast. Blog The Most Important Market in AI is the Middle Sep 23, 2026
Demand for intelligence is not a pyramid with a small, wealthy peak paying for everything beneath it. Blog The Most Important Market in AI is the Middle Sep 23, 2026
Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a price a company can afford. It is the most important part of the market today, & it is where the competition is fiercest. Blog Frontier Overhangs Sep 21, 2026
A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure. Blog Frontier Overhangs Sep 21, 2026
Pure capability no longer translates directly into a moat. Blog AI Comes for the If Statement Sep 21, 2026
If this is the first of many primitives specialized for production, then harnesses are about to capture a lot more margin. About this quote 
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