Andreessen: Three-year-old Nvidia chips make more money today than when new
Marc Andreessen · Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different" · Apr 3, 2026 · at 23:23
Marc Andreessen (a16z) challenges Michael Burry's short thesis on Nvidia by arguing that software advancements increase the profitability of older AI chips.
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“The current models are getting better faster at such a rate that if you are running an NVIDIA, if you're running an NVIDIA inference chip today that's three years old, you're making more money on it today than you did three years ago. Because the pace of improvement of the software is, is faster than the depreciation cycle”
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