A discussion with Marc Andreessen and Ben Horowitz on the true nature of AI creativity, the limitations of intelligence in leadership, why the current AI boom is not a bubble, and the coming platform shifts and geopolitical race in robotics.
In a dynamic discussion, experts debate the merits of pricing H-1B visas versus the current lottery system, questioning what the policy should optimize for. They explore the real-world impact of AI on developer productivity, with Box reporting that 30% of its code now comes from AI, and highlight how small, senior teams are achieving superhuman results by shifting from writing code to reviewing it. The conversation also covers why bottom-up, personal AI tools are succeeding where top-down corporate pilots fail, and analyzes the platform shift, arguing that AI-native startups have a unique advantage in a landscape where incumbent scale is being neutralized by AI agents.
Steven Sinofsky and Balaji Srinivasan analyze the collision of regulation, capital, and innovation, exploring how an 'anti-tech assault' from regulators is reshaping M&A. They introduce the 'acquifire'—a new deal structure born from pressure—and debate the fundamental conflict between the permissionless 'network' and the regulatory 'state', projecting how this battle will define the future of AI.