internet

also referred to as: the internet

82 statements across 65 episodes · 35 bullish · 15 bearish · 39 people on the record · first statement Jul 15, 2017 by Benedict Evans · said 15 times in 11 episodes since 2018 · across every show →

Mentions by year

brought up most by Steven Sinofsky (3), Marc Andreessen (2), Katie Haun (2), Ben Horowitz (2), Zooko Wilcox (1), Palmer Luckey (1), Jim Gilliam (1), Amin Vahdat (1)

tap a year for its mentions
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02320182019202020212022202320242025episodes it came up in
0011.52320182019202020212022202320242025episodesmentions per episode
2025 4 mentions in 2 episodes 2 per episode
2024 4 mentions in 3 episodes 1 per episode
2023 2 mentions in 2 episodes 1 per episode
2019 2 mentions in 2 episodes 1 per episode
2018 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about internet, oldest first

Jul 15, 2017 neutral
Assertion Supported
Evans: Global internet population reached 3 billion, smartphone users 2 billion
“We've gone to about three billion people online and two billion people with smartphones.”
Benedict Evans Jul 15, 2017 ▶ 0:47 Mobile Is Eating the World, 2015
Jul 15, 2017 neutral
Insight
Evans: The internet lets you buy, but it doesn't let you shop
“The internet lets you buy, but it doesn't really let you shop.”
Benedict Evans Jul 15, 2017 ▶ 19:24 Mobile Is Eating the World, 2016
Jul 15, 2017 bullish
Prediction Not checkable as stated
Evans: Everything the internet did to media will happen to retail
“Everything that the internet did to media will happen to retail.”
Benedict Evans Jul 15, 2017 ▶ 17:48 Mobile Is Eating the World, 2016
Jul 15, 2018 bullish
Opinion
Stark: Crypto skepticism mirrors 1990s media doubts about the internet
“There were some great articles from the mid nineties where people wrote like the internet will never be a thing. Right. And like some interesting quotes around. So the internet's impact on the economy will be less than that of the fax machine. And I think we'r…”
Elizabeth Stark Jul 15, 2018 ▶ 27:22 An Intro to Crypto: Decentralization, the Big Picture
Jul 26, 2018 bullish
Prediction Not checkable as stated
Dixon: Token models will become the dominant internet business model
“And we've now discovered this great business model, which I think will be the dominant business model of the internet and is the true kind of native business model of networks.”
Chris Dixon Jul 26, 2018 ▶ 18:23 Crypto and Decentralization: Building Blocks
Dec 15, 2018 bullish
Opinion
Katie Haun: Shutting down Bitcoin is like shutting down the internet
“This was one of the early misconceptions out there about cryptocurrency, that you could shut something down like Bitcoin. That would be like saying, let's go shut down cash or the internet. Not only not possible, but also not desirable.”
Katie Haun Dec 15, 2018 ▶ 0:52 Crypto, Beyond Silk Road
Dec 21, 2018 bullish
Insight
Armstrong: Bitcoin is a global value protocol as big as the internet
“The Internet was such a transformative thing in society. It's this global decentralized protocol for moving information around. But here was another protocol that was also global and decentralized, but it was for moving value around, or money. And I remember t…”
Brian Armstrong Dec 21, 2018 ▶ 3:07 Company Building in Crypto: A Conversation between Brian Armstrong and Chris Dixon
Jan 2, 2019 positive
Prediction Not checkable as stated
Johnson: The internet will allow high-quality brands to maintain premium pricing
“Well, see, I really believe the internet is going to allow brands to extract the premium that they deserve.”
Ron Johnson Jan 2, 2019 ▶ 19:06 a16z Podcast | Building Brands and Running Retail -- Ron Johnson and Tristan Walker Break It Down
Jan 2, 2019 negative
Opinion
Madrigal: Facebook currently dominates online media distribution and internet traffic
“Facebook right now has eaten the internet, you know.”
Alexis Madrigal Jan 2, 2019 ▶ 1:06 a16z Podcast | Reinventing Media
Jan 2, 2019 bullish
What-if
Andreessen: A modern internet would be completely decentralized with built-in cryptocurrency
“I think if we were to create the internet today, I think we would do it completely different. I think we would have it be completely decentralized and I think we would have cryptocurrency built in at the core. And I think it would be far more robust and would …”
Marc Andreessen Jan 2, 2019 ▶ 9:02 a16z Podcast | Startups as Science Experiments -- Can VC Disrupt Academia?
Jan 2, 2019 negative
Prediction Not checkable as stated
Walden: Treating Internet Like Phone Monopolies Will Harm Innovation
“Now you're going to get all the constraints of the old phone monopoly regulatory environment of Washington on top of the internet. Really? I don't think that's going to help on innovation.”
Greg Walden Jan 2, 2019 ▶ 6:49 a16z Podcast | Innovation and Regulation -- What Happens When Policy Lags Behind Technology?
Jan 2, 2019
Assertion Supported
Pierce: Mobile devices are the sole internet access point in China
“For so many people in China, the mobile was and is their only access to the internet.”
David Pierce Jan 2, 2019 ▶ 1:55 a16z Podcast | Messaging As the Interface to Everything
Jan 2, 2019
Assertion Not checkable as stated
Markoff: The mature internet created at least 2.5 million jobs
“Instagram, as a company, couldn't exist until there was a mature internet. How many jobs did the mature internet create? Probably two and a half million, at least, good jobs.”
John Markoff Jan 2, 2019 ▶ 13:56 a16z Podcast | Talking Humans and Machines with NYT’s John Markoff
Jan 2, 2019 negative
Assertion Not checkable as stated
Markoff: Enterprise software and the internet hollowed out white-collar corporate jobs
“The arrival of the internet coupled with companies like SAP and PeopleSoft and Oracle and IBM who are re-engineering the white-collar clerk class inside, ah, corporations has caused this, you know, the evaporation of, the hollowing out of modern corporations.”
John Markoff Jan 2, 2019 ▶ 11:47 a16z Podcast | Talking Humans and Machines with NYT’s John Markoff
Jan 2, 2019 positive
Opinion
Thierer: US internet dominance was driven by permissionless innovation
“We've embraced this idea of this general freedom to experiment, ah, and even sometimes fail, which is really makes America unique in the world in this regard. We've led the way with the internet for this reason, in my opinion.”
Adam Thierer Jan 2, 2019 ▶ 1:04 a16z Podcast | Making the Case for Permissionless Innovation
Jan 2, 2019 bullish
Opinion
Patrick Byrne believes the crypto revolution is bigger than the internet
“I think the crypto revolution is even bigger than the internet.”
Patrick Byrne Jan 2, 2019 ▶ 29:37 a16z Podcast | Wall Street's Most Hated Man -- A Conversation With Overstock.com's Patrick Byrne
Jan 2, 2019
Prediction Not checkable as stated
Shanahan: Future AI will be an ambient internet presence, not humanoid robots
“In the future, rather than the AI necessarily being the stereotype of a robot standing in front of us, it's going to be something that sort of is, is, is, Hidden away on the internet, and there's a kind of ambient presence that goes with us wherever we go.”
Murray Shanahan Jan 2, 2019 ▶ 4:17 a16z Podcast | Artificial Intelligence and the 'Space of Possible Minds'
Jan 2, 2019 positive
Insight
Andreessen: Academic research papers are underexploited sources of knowledge
“Research papers I tend to find are underexploited, because there's a lot, you know, for interesting topics, there tends to be a lot of academic research that's actually been done that, that historically people just haven't had access to, but now it's all on th…”
Marc Andreessen Jan 2, 2019 ▶ 27:09 a16z Podcast | Investing in (Business and Career) Change
Jan 2, 2019 bullish
Prediction Not checkable as stated
Mougayar: Future blockchain apps will bypass the World Wide Web
“So we're going to be seeing in the future blockchain applications, and blockchain applications do not need the web. They go and attach themselves directly on the internet.”
William Mougayar Jan 2, 2019 ▶ 13:46 a16z Podcast | Banking on the Blockchain
Jan 2, 2019
What-if
Dorado: Early internet program managers would have permitted commercial use initially
“If they knew where we were today, they would have allowed Commercial use from the inception.”
Eli Dorado Jan 2, 2019 ▶ 2:12 a16z Podcast | Airspace as the Next Internet-Like Platform
Jan 2, 2019 negative
Opinion
Srinivasan: Internet self-learning is faster than attending graduate school
“I think you can learn and self-learn faster on the internet than you can, you know, in grad school.”
Balaji Srinivasan Jan 2, 2019 ▶ 50:28 a16z Podcast | Startups and Pendulum Swings Through Ideas, Time, Fame, and Money
Jan 2, 2019
Insight
Kevin Kelly: Anything digital touching the internet will inevitably be copied
“So the internet is the largest copy machine in the world by nature. It's inherent in the thing. Anything that can be copied that touches it will be copied.”
Kevin Kelly Jan 2, 2019 ▶ 6:28 a16z Podcast | Not If, But How -- When Technology is Inevitable (with Kevin Kelly)
Jan 2, 2019 neutral
Assertion Not checkable as stated
Kevin Kelly: AI and VR were expected, while the internet was unexpected
“I think AI and VR were both overly expected. I mean, they've been expected for such a long time that it's almost hard to, escaping from that is really hard. So, the kind of ones that aren't expected, well, the internet was actually not expected. There's almost…”
Kevin Kelly Jan 2, 2019 ▶ 38:26 a16z Podcast | Not If, But How -- When Technology is Inevitable (with Kevin Kelly)
Jan 2, 2019 bearish
Prediction Not checkable as stated
Gilliam: Internet systems will make traditional elections and government irrelevant
“But I think as more and more people do that, you know, the institutions of elections and politics and even government will become less and less relevant to people's lives as completely new systems are built by leaders outside of that system creating something …”
Jim Gilliam Jan 2, 2019 ▶ 16:52 a16z Podcast | The Internet Is Your Movement
Jan 2, 2019 bullish
Prediction Not checkable as stated
Milk: VR will democratize human experience like the internet democratized information
“What you're going to see in the long term, especially with virtual reality is. The sort of democratization of human experience in the same way that the internet led to the democratization of information.”
Chris Milk Jan 2, 2019 ▶ 13:39 a16z Podcast | VR, AR, and Beyond: The New Medium of Human Experience
Jan 2, 2019 positive
Assertion Not checkable as stated
NASDAQ CIO confirms stock exchange core is not open to internet
“For the exchange itself, it is not open to the internet directly.”
Brad Peterson Jan 2, 2019 ▶ 15:01 a16z Podcast | Securing Infrastructure and Enterprise Services
Jan 2, 2019 bullish
Prediction Not checkable as stated
Lempress: Blockchain will transform the world by 2022
“I think it won't be 10 years. I think in five years we'll look back and be surprised at how much the world changed. Much You know, similar to something like the iPhone or the internet itself, how quickly things changed in response to that.”
Mike Lempress Jan 2, 2019 ▶ 16:31 a16z Podcast | The Blockchain, in Congress
Jan 2, 2019 neutral
What-if
Dixon: The internet could have funded itself by pre-selling domain names
“Had they not, you could imagine alternative model, which is sort of internet co sells domain names as a way to fund itself.”
Chris Dixon Jan 2, 2019 ▶ 13:45 a16z Podcast | Getting Applications Into People's Hands
Jan 2, 2019 positive
Assertion Not checkable as stated
Dixon: Early open internet beat AOL despite initial clunkiness because developers built on it
“The same thing happened by the way with the internet versus AOL. AOL had a, it was a much slicker interface and more performant in the beginning. The internet was clunky and weird. And slower and all these other things, but you had all the developers building …”
Chris Dixon Jan 2, 2019 ▶ 15:53 a16z Podcast | Why Crypto Tokens Matter
Jan 2, 2019 bullish
Prediction Not checkable as stated
Dixon: Token networks redesign the internet so participants own network value
“A lot of what's going on here is new internet. You know, it's sort of redesigning the architecture of the internet in a way that allows for the participants of the internet to own a piece of those networks. And ultimately those networks will have value and tho…”
Chris Dixon Jan 2, 2019 ▶ 22:35 a16z Podcast | Why Crypto Tokens Matter
Jan 2, 2019
Insight
John Collison: Underestimating internet market size is a primary founder mistake
“I think the lesson we have all learned from the internet is one of the big mistakes you can make is underestimating how large a market is going to be.”
John Collison Jan 2, 2019 ▶ 1:19 a16z Podcast | The Evolution of Payments
Jan 2, 2019 bullish
Prediction Not checkable as stated
Dixon: Token Models Will Become the Dominant Internet Business Model
“And we've now discovered this great business model, which I think will be the dominant business model of the internet and is the true kind of native business model of networks.”
Chris Dixon Jan 2, 2019 ▶ 19:13 a16z Podcast | Cryptonetworks and Decentralization -- Building Blocks
Jan 2, 2019 negative
Insight
Wilson: Porting offline models online was an early internet investing mistake
“When we first started investing in the internet in 94, 95, 96, what we were doing was dumb. We were just basically investing in things that had existed in the offline world that were getting moved onto the internet. Like, ok, so let's, let's invest in a, Let's…”
Fred Wilson Jan 2, 2019 ▶ 45:36 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
Jan 2, 2019 neutral
Assertion Not checkable as stated
McCullough: Pre-IPO Google kept its massive profitability secret from the market
“Everyone had been conditioned to think that while the internet was fun, it was probably a niche, and you were never going to be able to build a truly great company on top of it. And then all of a sudden, because they kept it secret for so long, I remember peop…”
Brian McCullough Jan 2, 2019 ▶ 4:42 a16z Podcast | How the Internet Happened
Jan 2, 2019 neutral
Assertion Not checkable as stated
McCullough: Early internet believers did not think the 1990s web was ready
“I don't think anybody, even the people that eventually became internet true believers, thought that it was good enough.”
Brian McCullough Jan 2, 2019 ▶ 5:58 a16z Podcast | How the Internet Happened
Jan 2, 2019
Assertion Partly supported
Horowitz: Half of all 1990s internet traffic routed through AOL
“Half the traffic on the internet went through AOL.”
Ben Horowitz Jan 2, 2019 ▶ 3:01 a16z Podcast | Talent, Tech Trends, and Culture -- with Ben, Marc, and Tyler Cowen
Jan 2, 2019
Assertion Not checkable as stated
Andreessen: Mid-90s enterprise software assumed the internet would fail
“It basically assumed that the internet was not going to work, which was the dominant assumption at that time.”
Marc Andreessen Jan 2, 2019 ▶ 1:59 a16z Podcast | Talent, Tech Trends, and Culture -- with Ben, Marc, and Tyler Cowen
Feb 26, 2019 positive
Insight
Monegro: Blockchains challenge tech's proprietary data model like Linux disrupted software
“Right on schedule we get the arrival of a new open technology, which are blockchains that directly challenge The proprietary data business model, just as the internet and Linux challenged the proprietary software and distribution business model.”
Joel Monegro Feb 26, 2019 ▶ 22:39 a16z Podcast | Cryptonetworks as Emerging Economies (Done Right?)
Aug 29, 2019
Assertion Partly supported
Wilcox: Cryptography was exclusively a military secret until the internet
“Cryptography was a military secret, until the advent of the Internet.”
Zooko Wilcox Aug 29, 2019 ▶ 0:40 Security and Privacy for Crypto with Zero-Knowledge Proofs
Aug 29, 2019 bullish
Insight
Kamvar: Blockchain makes money programmable just as the internet transformed media
“In the same way that the internet made media accessible and programmable, the technology of the blockchain does the same for money. It makes money accessible and programmable.”
Sep Kamvar Aug 29, 2019 ▶ 14:37 Taking Crypto Beyond Volatility: Stablecoins
Dec 12, 2019 bullish
Insight
Andreessen: The internet's impact on global culture is just beginning
“And it feels like the internet's impact on culture is, is just beginning in, in the sense of, like, a world in which culture is based on the internet, which is what I think is happening is just at the very start, right, because it had to get universal before i…”
Marc Andreessen Dec 12, 2019 ▶ 0:00 Why You Should Be Optimistic About the Future
Dec 19, 2019 neutral
Assertion Not checkable as stated
Dixon: Tech has only truly disrupted media, transportation, and retail
“The, it's kind of surprising, 25 years into the internet that, The only industries that have been really quote disrupted have been, I think media, maybe transportation and maybe starting to happen is retail, right? And then the rest, I mean, if you look at the…”
Chris Dixon Dec 19, 2019 ▶ 30:53 What's Next for the Internet?
Dec 19, 2019 bullish
Prediction Not checkable as stated
Dixon: Web3 will recapture community-controlled internet aspects
“What my hope is in the third era, we could find kind of a happy medium where we'd, we'd recapture some of the kind of community-controlled aspects.”
Chris Dixon Dec 19, 2019 ▶ 17:59 What's Next for the Internet?
Jan 23, 2020 bullish
Prediction Not checkable as stated
Internet interaction will move beyond smartphone screens to physical spaces
“The way that we interact with the internet will no longer just be on these small little screens, but we'll be connecting our digital identities with our physical ones.”
Connie Chan Jan 23, 2020 ▶ 1:14 Four Trends in Consumer Tech
Jan 30, 2020 positive
Assertion Not checkable as stated
Mónica: Crypto research is making the internet a safer place
“Crypto is ushering a new era of research in distributed systems, in security, and in cryptography. And all of these technology advances are actually making its way towards the internet into a safer internet.”
Diogo Mónica Jan 30, 2020 ▶ 0:49 Data Security and the Rise of Crypto
Nov 8, 2021 bullish
Prediction Not checkable as stated
Gluchowski: Blockchains will disintermediate global value exchange like the internet did information
“The same thing that internet has done to information, I think blockchains will do to the world of value, to the network of pages. We can exchange value directly without intermediaries overcoming the trust issues between people without involving third parties, …”
Alex Gluchowski Nov 8, 2021 ▶ 7:00 Scaling Up Blockchains with Zero-Knowledge Proofs
Nov 9, 2022 bullish
Insight
Andreessen: Crypto, social media, and internet face identical resistance patterns
“The internet followed this exact trajectory. Like, you know, crypto, cryptocurrency, blockchain, web three is following this exact same trajectory. Social networking followed this exact same trajectory. Like, I've now seen this pattern, you know, out of 50 tim…”
Marc Andreessen Nov 9, 2022 ▶ 20:24 Why Technology Still Matters with Marc Andreessen
Nov 9, 2022 positive
Prediction Not checkable as stated
Andreessen: Remote work and the internet will define this era
“And this, I think, 50 years from now, I think we'll look back and it'll be like basically the internet and then this were basically the two big things that happened.”
Marc Andreessen Nov 9, 2022 ▶ 47:16 Why Technology Still Matters with Marc Andreessen
Nov 16, 2022 bullish
Prediction Not checkable as stated
Balaji Srinivasan: The internet frontier will give rise to new digital countries
“This internet frontier where we've migrated to will over time give rise to new countries just like the Americas did.”
Balaji Srinivasan Nov 16, 2022 ▶ 19:28 The Network State with Balaji Srinivasan
Nov 16, 2022
Insight
Balaji: The internet is a historical frontier on par with the Americas
“And you realize the internet is actually on par with the discovery of the Americas for the Europeans, right?”
Balaji Srinivasan Nov 16, 2022 ▶ 18:43 The Network State with Balaji Srinivasan
Nov 16, 2022
Assertion Partly supported
Balaji: Half the world spends half their waking hours online
“Half the people of the earth have, are now spending half their lives in this cloud continent, half their waking hours.”
Balaji Srinivasan Nov 16, 2022 ▶ 18:26 The Network State with Balaji Srinivasan
Dec 27, 2022
Insight
Balaji Srinivasan: Internet adoption is historically equal to discovering the Americas
“The internet is actually on par with the discovery of the Americas for the Europeans, right?”
Balaji Srinivasan Dec 27, 2022 ▶ 8:11 a16z Podcast: Best Clips of 2022
Feb 6, 2023 negative
Assertion Not checkable as stated
VandeHei: Only four or five internet media companies reached durable profitability
“If you look at the history of the internet, there's only arguably four or five successful media companies that have either sold or have gotten to a place of durable profitability, so it's a really hard space.”
Jim VandeHei Feb 6, 2023 ▶ 2:20 The 4th Estate: How Media is Changing in Washington, D.C.
Sep 25, 2023 positive
Assertion Not checkable as stated
Casado: Microchip and internet drove compute and distribution marginal costs to zero
“So the Microchip brought the marginal cost of compute to zero. The Internet brought the marginal cost of distribution to zero.”
Martin Casado Sep 25, 2023 ▶ 12:31 The Economic Case for Generative AI with a16z's Martin Casado
Sep 25, 2023 bullish
Prediction Not checkable as stated
Casado: Generative AI will drive productivity expansion and create new jobs
“I personally believe when it comes to creating any creative asset or any sort of kind of work automation, clearly the demand is elastic, right? I think the more that we make that, the more people consume, and so I think that we're very much looking forward to …”
Martin Casado Sep 25, 2023 ▶ 14:16 The Economic Case for Generative AI with a16z's Martin Casado
Dec 28, 2023 neutral
Insight
Mensch: Modern AI models are essentially compressions of internet data
“The current generation of modern models that we are using today are not that much are not much more than just a compression of whatever is available on the internet.”
Arthur Mensch Dec 28, 2023 ▶ 21:40 Safety in Numbers: Keeping AI Open
Feb 28, 2024
Assertion Supported
Horowitz: Netscape had 90% market share of 55M internet users in 1996
“96, I think we had 90% browser share mark and we had fifty million users. So there was like fifty five million people on the internet.”
Ben Horowitz Feb 28, 2024 ▶ 35:23 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
Mar 5, 2024 neutral
Opinion
Martin Casado: Unique internet risks like asymmetric attacks do not fit AI
“So the danger, so, so having been through the rise of the internet very closely, there were things that were very unique to the internet. Things like asymmetric attack, right? The more that you invested in the internet, the more vulnerable you were, and if you…”
Martin Casado Mar 5, 2024 ▶ 8:27 Why America Must Lead in AI Investment
Mar 5, 2024 bullish
Assertion Supported
Casado: AI startups are the fastest-growing companies in internet history
“We're seeing the fastest growing companies we've seen in the history of the internet, including, by the way, the internet itself. And this is by measure for revenue or the number of users, et cetera, right?”
Martin Casado Mar 5, 2024 ▶ 6:50 The Future of AI Is Amazing
May 9, 2024 neutral
Insight
Andreessen: Web 1.0 internet boom is a flawed analogy for AI
“I actually think that the analogy doesn't really work for the most part, it works in certain ways, but it doesn't really work for the most part. And the reason is because the internet was a network whereas AI is a computer.”
Marc Andreessen May 9, 2024 ▶ 58:42 Build Your Startup With AI
Jun 28, 2024 negative
Assertion Partly supported
Andreessen: Tech CEOs in 1994 dismissed the internet as a toy
“And if you just go back and look at the magazine covers from that era, it's basically all these big company CEOs just pouring scorn on the internet and then declaring that it's a joke and a toy. And the thing that they're going to come out with their proprieta…”
Marc Andreessen Jun 28, 2024 ▶ 1:32:30 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
Jun 28, 2024
Assertion Supported
Andreessen: Commercial activity on the internet was illegal prior to 1993
“The internet up until 1993, the, what was the NSF net, which then turned into the internet the, operated under something that the federal government dictated called the acceptable use policy, the AUP. And because the NSF net was federally funded, The, it was a…”
Marc Andreessen Jun 28, 2024 ▶ 21:32 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
Jun 28, 2024 neutral
Assertion Supported
Horowitz: Bill Gates championed the information superhighway over the internet
“Bill Gates was a huge kind of champion of the inner information superhighway and specifically not the internet.”
Ben Horowitz Jun 28, 2024 ▶ 20:32 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
Jun 28, 2024 neutral
Assertion Not checkable as stated
Andreessen handled user support for the entire internet for 18 months
“I became the user support desk for the entire internet for about a year and a half myself.”
Marc Andreessen Jun 28, 2024 ▶ 37:34 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
Jun 28, 2024 negative
Assertion Contradicted
Andreessen: Issue #1 of Wired magazine did not mention the internet once
“And I read it cover to cover and they did not have the word internet in it once.”
Marc Andreessen Jun 28, 2024 ▶ 1:10:35 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
Feb 6, 2025 neutral
Assertion Partly supported
Sinofsky: Telecom giants failed to predict the university-born internet
“WorldCom and AT&T did not predict the internet was going to come out of universities.”
Steven Sinofsky Feb 6, 2025 ▶ 43:19 What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
Feb 6, 2025 positive
Insight
Sinofsky: Category-defining AI apps will be entirely novel software concepts
“The apps that ended up mattering on the internet literally didn't exist. Before the internet. And I think that's what people are losing sight of.”
Steven Sinofsky Feb 6, 2025 ▶ 16:41 What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
Feb 6, 2025 bullish
Prediction Not checkable as stated
Sinofsky: AI trajectory will mirror the decentralized internet
“There's no way this doesn't play out like the internet.”
Steven Sinofsky Feb 6, 2025 ▶ 15:31 What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
May 31, 2025 negative
Insight
Dixon: ChatGPT effectively one-boxes the entire internet, ending referral traffic
“In that framework, you can think of AI, like ChatGPT, as sort of one-boxing the whole internet, right? It's just like, it gives you the answer. You don't need to click through, right?”
Chris Dixon May 31, 2025 ▶ 20:19 Where Crypto Meets AI with Chris Dixon & David George
Jul 16, 2025 negative
Assertion Not checkable as stated
Ulevitch: The electrical grid lacks a native control plane for messaging
“The electrical grid doesn't really have that, and so to be able to send messaging and things is very, very difficult, and now a lot of people just do it out of band using the internet.”
David Ulevitch Jul 16, 2025 ▶ 24:43 America's Energy Problem: We Need A New Grid
Jul 25, 2025 neutral
Insight
Andreessen: The internet turns all media formats into direct competitors
“But if the internet is a solvent that basically turns every media into every other kind of media, right, where all of a sudden local TV is competing with national network TV, competing with cable TV, competing with newspapers, competing with magazines now all …”
Marc Andreessen Jul 25, 2025 ▶ 7:52 Marc & Ben on the Collapse of Traditional Media - Podcasts, Politics & the New Media Playbook
Jul 28, 2025
Insight
Martin Casado: Greater internet dependence makes the US uniquely vulnerable to attack
“So the internet actually introduced the notion of asymmetry, which is the more that you rely on it, the more vulnerable you are. So to wit, the United States is more vulnerable than, like, you know, random, you know, random federal country.”
Martin Casado Jul 28, 2025 ▶ 58:26 Balaji Srinivasan: How AI Will Change Politics, War, and Money
Jul 30, 2025 negative
Prediction Not checkable as stated
García Martínez: The internet is breaking down the nation state
“I think the nation state is kind of cracking up in a way just to get do more for a second. And I think the internet's definitely behind part of it because you don't have the sense of collective consensus that the media and TV, for example, Used to create durin…”
Antonio García Martínez Jul 30, 2025 ▶ 18:49 AI Content and the War for Your Attention
Sep 10, 2025 negative
Assertion Not checkable as stated
Dixon: Five to ten companies control 95% of web traffic and revenue
“If you look at metrics like the amount of money revenue generated, the traffic, right? I mean, it's more and more, it's like 95% plus of that. Both of those metrics are, you know, now in five to 10 companies' hands.”
Chris Dixon Sep 10, 2025 ▶ 21:41 Chris Dixon on How to Build Networks, Movements, and AI-Native Products
Oct 17, 2025 neutral
Assertion Partly supported
Andreessen: South Park's 1993 Christmas card was the first internet viral video
“The original South Park came out in 1993, and it was significant. It was the first internet viral video ever.”
Marc Andreessen Oct 17, 2025 ▶ 1:04:07 Marc Andreessen on the State of Film and Hollywood
Oct 23, 2025 negative
Opinion
Andreessen: Krugman's failed internet prediction shows human transfer learning limits
“This is the Paul Gruckman talking about how the internet's gonna be no more significant than the fax machine. Facts, yeah. He's a brilliant economist, he has no idea how a computer works.”
Marc Andreessen Oct 23, 2025 ▶ 37:25 Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
Dec 12, 2025 neutral
Opinion
Evans: AI is as big as the internet, but no bigger
“Well, you know, I'm a centrist, so I think this is as big a deal as the internet or smartphones, but only as big a deal as the internet or smartphones.”
Benedict Evans Dec 12, 2025 ▶ 3:19 AI Eats the World: Benedict Evans on the Next Platform Shift
Jan 7, 2026 bullish
Opinion
Andreessen: AI wave is bigger than the internet, comparable to electricity
“First of all, I would say this is the biggest technological revolution of my life. And you know, hopefully I'll see more like this in the next whatever, 30 years, but I mean, this is the big one. And just in terms of order of magnitude, like this is clearly bi…”
Marc Andreessen Jan 7, 2026 ▶ 1:51 Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
Mar 23, 2026 bullish
Prediction Not checkable as stated
Mendler: Space networking could become as fundamental as cellular networks
“And so I think when the problem set around space networking came up, and when that was something that I started digging into, it connected on that deeper level where it's like, wow, this is something, like an opportunity to make an impact on an industry that c…”
Bridget Mendler Mar 23, 2026 ▶ 4:22 Inside The $100M Bet on the Future of Space | Northwood CEO on a16z
Apr 22, 2026 positive
Insight
Andreessen: X has reinvented CNN's original 'randomonium' model for breaking news
“Basically what's happened is the internet reinvented randomonia. Right. And so, right. The experience of monitoring the situation on, especially, you know, on, on social media and especially of course on X.”
Marc Andreessen Apr 22, 2026 ▶ 4:44 Marc Andreessen on how the internet changed news, politics, and outrage | The a16z Show
Apr 28, 2026
Insight
Casado: Secular technology trends start with individuals, not corporate decisions
“These secular trends, like the internet was like this actually start with individuals and big companies tend to make decisions centrally.”
Martin Casado Apr 28, 2026 ▶ 4:45 Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
Jul 3, 2026 negative
Opinion
Horowitz: The internet has not distributed Silicon Valley globally
“I don't think that's true, by the way. Like, I think that's a happy talk. If you know, like, one thing you learn when you go to different countries is they're very different. Like, the laws are different, the policies are different, the governance are differen…”
Ben Horowitz Jul 3, 2026 ▶ 37:23 Ben Horowitz on the Global Race for Tech, Power, and Influence
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