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supply constraints

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 3, 2026 by Marc Andreessen · across every show →

Everything said about supply constraints, oldest first

Apr 3, 2026 bearish
Prediction Not checkable as stated
Andreessen: AI inference cost declines will temporarily level out
“I mean, generally inference costs are going to keep coming down, but I think the, let's put it this way, the rate of decline, I think may level out here for a bit because of these supply constraints.”
Marc Andreessen Apr 3, 2026 ▶ 26:36 Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
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