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AI companies

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 15, 2026 by Marc Andreessen · across every show →

Everything said about AI companies, oldest first

Mar 15, 2026 negative
Insight
Andreessen: Traditional $10M to $50M VC checks are obsolete in AI
“Because the winning AI companies are raising, you know, 1,000,000,010 of billions, in some cases, hundreds of billions of dollars. Right. The old world of ten million or thirty million dollar, fifty million dollar checks, you know, where VCs tap out, it's just…”
Marc Andreessen Mar 15, 2026 ▶ 44:46 Marc Andreessen: The World Is More Malleable Than You Think
Sep 9, 2026
Insight
Staniszewski: AI companies follow an evolution from model to platform to application
“And I think we are seeing that everywhere across AI companies of like, you know, the model becomes a platform, becomes application.”
Mati Staniszewski Sep 9, 2026 ▶ 21:47 Building One of AI’s Fastest-Growing Companies | Mati Staniszewski, ElevenLabs
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