Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]
Episode publishedPodcast: Invest Like the Best with Patr...Invest Like the Best with Patrick O'Shaughnessy
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This year's presenting sponsor for Invest Like the Best is Ramp. Ramp has built a command and control system for companies' finances. You can issue cards, manage approvals, make vendor payments of all kinds, and even automate closing your books all in one place. We did an incredibly deep dive on the company and its product as part of this new partnership, and what we heard and saw in customer surveys over and over again was that Ramp is the best product by far. We've been users ourselves since I started my business since long before I was able to spend so much time with the founders of Ramp an
We are using our previous provider for over thirty years. We had the entire suite of products from the portfolio accounting to trade order management, reporting, the reconciliation features. I didn't think that we would ever be able to switch to anything else. Andy, our head trader, suggested that I meet with Ridgeline. And they started off right away, not by introducing their company, but who they were hiring. And that caught my attention. They were pretty much putting in place a dream team of technical experts. Then they started talking about the single source of data. And I was like, what i
an investor, staying ahead of the game means having the right tools, and I wanna share one that's become indispensable in my team's own research, AlphaSense. It's the market intelligence platform trusted by 75% of the world's top hedge funds and 85% of the s and p 100 to make smarter, faster investment decisions. What sets AlphaSense apart is not just its AI driven access to over 400,000,000 premium sources, like company filings, broker research, news, and trade journals, but also its unmatched private market insights. With the recent acquisition of Tigas, AlphaSense now holds the world's prem
Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc. My
guest today is Marc Andreessen. Marc is the cofounder of Andreessen Horowitz and one of Silicon Valley's most influential figures. He combines deep technical knowledge from his engineering background with broad historical understanding and strategic thinking about societal patterns. He last joined me on a Best Like the Best in 2021, and the playing field looks a lot different than today. I've made sure to try to listen to all of Mark's many recent great podcast appearances to make sure that we covered very different ground than Mark has covered elsewhere. He goes deep on the seismic shifts res
There's a ton of dimensions to it. It's a really big deal. The US is still, like, by far and away, the sort of described as science and technology leader in AI. And so most of the ideas in DeepSeek are derived from work that's been done in America or in Europe over the last twenty years or actually, amazingly, eighty years. The The original work on neural networks was done all the way back, you know, in the nineteen forties when American and European research universities. And so from a, like, intellectual development standpoint, The US is still way ahead. But what DeepSeq is is it's a really,
Obviously, this is, like, the least static story of all time. And within two months, this model will be stale. Other models will come out. Lots of innovation happening at every lev
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