chip companies

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jan 2, 2019 by Marc Andreessen · across every show →

Everything said about chip companies, oldest first

Jan 2, 2019
Assertion Contradicted
Andreessen: Moore's law has flipped from performance gains to price cuts
“Moore's law has now flipped. The dynamic now, instead of increased performance, has reduced cost. You now have this dynamic where every year, year and a half, the chip companies come out with a chip that's just as fast, but half the price.”
Marc Andreessen Jan 2, 2019 ▶ 2:25 a16z Podcast | Software Programs the World
Jun 8, 2026 neutral
Insight
Evans: Infrastructure providers historically fail to capture value compared to OS
“Chip companies didn't capture the value. ISPs didn't capture the value. Mobile network operators didn't capture the value. Windows and iOS did, but they were doing something else.”
Benedict Evans Jun 8, 2026 ▶ 13:55 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
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