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commodity-like characteristics

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 7, 2026 by Marc Andreessen · across every show →

Everything said about commodity-like characteristics, oldest first

Jan 7, 2026 neutral
Insight
Andreessen: Shortages Cause Gluts and Gluts Cause Shortages in Commodity Markets
“In any market that has sort of commodity-like characteristics, you know, the number one cause of a glut is a shortage, and the number one cause of a shortage is a glut, right?”
Marc Andreessen Jan 7, 2026 ▶ 14:42 Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
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