Episode Details

Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]
2/11/2025
Invest Like the Best with Patrick O'Shaughnessy β†—

Key Insights

Bullish:

  • 🟒 $AI - AI technology is expected to become ubiquitous within five years, providing widespread access to AI-powered services and significantly improving quality of life.
    • β€œThis basically guarantees every human being on the planet in five years is gonna have a superhuman AI lawyer, AI doctor, and that they're back and call at all times just as a standard thing on their phone. It just is gonna make the world a much better and healthier and more wonderful place.” - Marc (11:05)
  • 🟒 $OPENSOURCEAI - πŸ”’
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  • 🟒 $DEFTECH - πŸ”’
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  • 🟒 $BIOTECH - πŸ”’
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Bearish:

  • πŸ”» $NVDA - πŸ”’
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