Marc Andreessen, every mention

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every year anyone David Rosenthal 30Ben Gilbert 28Brendan Eich 4Brian Koppelman 3Michael Ovitz 2Jason Calacanis 1Brad Gerstner 1

Verbatim, from the transcripts: the passages where Marc Andreessen comes up

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TSMC · Acquired Jan 21, 2025 · 2 mentions

  • ▶ 2:08:03 David Rosenthal Like, the number of, and we talk about this all the time on this show, VCs passing over valuation on something, you know, uh, Andreessen getting cold feet about a three hundred million dollar valuation on Uber.
  • ▶ 2:17:57 Ben Gilbert When Marc Andreessen says software is eating the world, it's only eating the world because TSMC has made it so freaking cheap

Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired Jul 22, 2024 · 19 mentions

  • ▶ 14:55 David Rosenthal And in this memo, he points to a new piece of software coming out of the National Center for Supercomputing Applications at the University of Illinois that is spreading like wildfire and appears to be written by some, like, kid programmer…
  • ▶ 20:38 David Rosenthal At SGI, he cold emails the kid in Illinois, Mark Andreessen.
  • ▶ 20:55 David Rosenthal Um, you know, if there's any way that you and I, Mark, might be able to collaborate, that would be, quote, of interest to me.
  • ▶ 21:13 David Rosenthal Is that, oh, Mark is this hotshot programmer.
  • ▶ 21:34 Ben Gilbert Mark Andreessen is the person in the world who understands what a crazy exponential phenomena
  • ▶ 21:43 Ben Gilbert I mean, Mark had, I think by this point already put the image tag into HTML
  • ▶ 23:10 Ben Gilbert And the fact that even Mark himself didn't pound the table for, no, the internet's gonna be the thing, that really shows you how the human brain is not wired to understand compounding.
  • ▶ 24:01 David Rosenthal So shortly after all this, Jim Clark and Marc Andreessen say, wait a minute, let's just go do this Mosaic thing.
  • ▶ 25:04 Ben Gilbert Even though it's called Mosaic, because Marc Andreessen wanted to draft off the success of the previous project he had done called Mosaic, this is completely new code.
  • ▶ 25:44 Ben Gilbert Mark doesn't work there anymore, but it seems to be working.
  • ▶ 26:03 Ben Gilbert You have a new thing that will become Netscape called Mosaic that is totally separate code, and Mosaic, Marc Andreessen's new Mosaic, keeps trying to go do deals, like sell their server software,
  • ▶ 26:33 Ben Gilbert Marc Andreessen's Mosaic realizes that this is gonna be a existential problem for them, unless they do something about it.
  • ▶ 26:45 David Rosenthal Well, the net of all this is that Marc and Jim's company, let's call it that, changes its name in the fall of 1994 to Netscape.
  • ▶ 26:56 David Rosenthal And Marc had a
  • ▶ 26:58 David Rosenthal Typically great Mark quote about this to the press at the time.
  • ▶ 27:22 David Rosenthal It's also the most Mark Andreessen quote ever, which is awesome.
  • ▶ 29:19 David Rosenthal They license the source code for Marc Andreessen's original Mosaic browser from...
  • ▶ 34:00 Ben Gilbert So ultimately, did it actually accelerate their path to market, and was it actually Mark Andreessen's code?
  • ▶ 36:50 David Rosenthal In the IPO press cycle, Mark Andreessen is quoted as saying that, quote, Netscape will soon reduce Windows to a poorly debugged set of device drivers.

Holiday Special 2023 (Audio) · Acquired Dec 18, 2023 · 1 mention

Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired Sep 6, 2023 · 2 mentions

Nike (Audio) · Acquired Jul 25, 2023 · 10 mentions

  • ▶ 3:59:14 Ben Gilbert I think you should go listen to Marc Andreessen on Lex Friedman, and then you should listen to him again on Ben Thompson in that order.
  • ▶ 3:59:21 Ben Gilbert He's been on a little bit of a media tour since he did the, it's the Andreessen Horwitz strategy.
  • ▶ 3:59:33 Ben Gilbert But like, oh my God, he's so smart.
  • ▶ 3:59:35 Ben Gilbert And it's just a privilege to get to listen to him talk every once in a while.
  • ▶ 3:59:38 Ben Gilbert And it's fun that he's out talking right now because
  • ▶ 3:59:41 Ben Gilbert His perspective on AI is also, yes, he's talking his book, and also, all of his arguments are extremely compelling.
  • ▶ 3:59:47 Ben Gilbert He's very smart, so I recommend you listen to it.
  • ▶ 3:59:56 Ben Gilbert It's like, oh, listen to the venture capitalist who has thirty billion under management, where a lot of it is, like, betting on the future that AI is gonna be this big thing that's good for the world.
  • ▶ 4:00:05 Ben Gilbert Yes, I can acknowledge that and listen to him, and then be like,
  • ▶ 4:00:09 Ben Gilbert And I completely agree with almost everything you're saying.

Stratechery (with Ben Thompson) · Acquired Dec 6, 2022 · 1 mention

ACQ Sessions: Jason Calacanis · Acquired Oct 4, 2022 · 1 mention

  • ▶ 2:05:18 Jason Calacanis You know, if you were to look at Ron Conway, does Ron Conway, did Ron Conway, who had a bigger impact, Ron Conway or Andreessen?

Benchmark Part I · Acquired Sep 28, 2022 · 1 mention

Amazon.com · Acquired Aug 16, 2022 · 2 mentions

The Playbook: Lessons from 200+ Company Stories · Acquired Jun 20, 2022 · 11 mentions

  • ▶ 29:14 Ben Gilbert So there's a chance that we picked this one mostly just so we could show Marc Andreessen on this very, very large screen, uh, on the cover of Time Magazine at the height of the dot-com mania on a throne, uh, barefoot, uh, simpler times.
  • ▶ 30:52 Ben Gilbert So it really comes down to sort of the ability to uniquely marshal resources, and to bring it back to Marc Andreessen, in 2009 when A-sixteen Z raised their Fund One, they came out swinging.
  • ▶ 31:16 Ben Gilbert So, Mark and Ben knew this principle very well.
  • ▶ 36:35 David Rosenthal One is also another great Marc Andreessen, um, piece of wisdom.
  • ▶ 36:39 David Rosenthal So there's a great, uh, famous quote of his from, uh, interview.
  • ▶ 36:42 David Rosenthal I think this was in 2014 that he did, um, where he said, I came out here in 1994
  • ▶ 37:14 David Rosenthal And so, yes, Mark was right.
  • ▶ 37:17 David Rosenthal He missed the PC wave.
  • ▶ 37:20 David Rosenthal But he was right on time for the internet wave.
  • ▶ 37:40 David Rosenthal Viewing the video in here, here in the auditorium, we'll notice we have not Mark Andreessen on this slide, but Dr.
  • ▶ 38:27 David Rosenthal But it's easy to think, you know, if you listen to Mark or that there's always another wave, that's for young people.

American Dynamism (with Katherine Boyle) · Acquired Jun 6, 2022 · 1 mention

  • ▶ 14:01 David Rosenthal Mark's, uh, time to build blog post, uh, you know, at the beginning of COVID, like, what does it look like within the firm of like, Hey, I think we should create a vertical.

Nvidia: The Machine Learning Company (2006-2022) · Acquired Apr 20, 2022 · 3 mentions

Altimeter (with Brad Gerstner) · Acquired Mar 15, 2022 · 1 mention

Super Pumped (with Brian Koppelman and Joseph Gordon-Levitt) · Acquired Feb 22, 2022 · 3 mentions

The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired Feb 15, 2022 · 4 mentions

  • ▶ 10:58 Brendan Eich But the genie was out of the bottle, and the thing about the web is, Marc Andreessen said this to me, even when they were doing Mosaic, and there were only like, 80 servers hosting content they cared about not breaking, they would just…
  • ▶ 14:35 Brendan Eich It was before, I think, because early on, Jim realized he wasn't CEO, so Ed McCracken was running it, and Jim was on the board, but I think at some point, Jim had trouble as founder keeping control, as usual, due to dilution, and so by 94,…
  • ▶ 19:36 Brendan Eich But it was too late to save Netscape, and yet a few executives, Mark and Eric Hahn and others, wanted to save something through open source.
  • ▶ 22:02 Brendan Eich We had this idea, and Eric Han and Marka had this idea that there would be an escape pod containing the browser code, and it would somehow, you know, land on Tatooine, and the message would get through, and things would come back later.

CAA (with Michael Ovitz) · Acquired Dec 21, 2021 · 2 mentions

  • ▶ 7:08 Michael Ovitz And it's fascinating to me, because later we'll talk about another friend of mine who I love putting together, and that's Marc Andreessen.
  • ▶ 1:44:39 Michael Ovitz I took some time off, then went right back to work, and a guy named Mark Andreessen and his partner Ben Horowitz kind of saved my skin, you know.

Not Boring (with Packy McCormick) - Extended Cut · Acquired Dec 3, 2021 · 1 mention

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired Oct 5, 2021 · 1 mention

  • ▶ 21:55 Ben Gilbert Is now being forced to be adopted by the broader investment community because as Marc Andreessen puts it, software is eating the world.

Standard Oil Part I · Acquired Sep 22, 2021 · 3 mentions

  • ▶ 2:14:17 David Rosenthal You know, the other thing that, uh, that I was just thinking the whole time as you were reading that quote was, uh, was Andreessen, Mark Andreessen, strength leads to strength, right?
  • ▶ 2:32:22 Ben Gilbert Uh, Mark, I think, mentioned that it was his favorite TV show.
  • ▶ 2:32:26 Ben Gilbert And so I was like, oh, I should check that out if it's Mark Andreessen's favorite TV show.
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