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Invest Like The Best
Episode 410 The Battle For Tech Supremacy
Invest Like The Best

Episode 410: The Battle For Tech Supremacy

Invest Like The Best

Episode 410

The Battle For Tech Supremacy

Hosted by Patrick O'Shaughnessy

02.11.2025

  • Artificial Intelligence
  • Frameworks
  • Geopolitics
  • Professional Investors
  • Technology
  • Venture Capital

Marc Andreessen is the co-founder of Andreessen Horowitz. We cover what DeepSeek's R1 model means for the tech arms race between the US and China, the trade-off between competition and cooperation in geopolitics, and the factors behind the sweeping backlash against traditional media and political institutions.

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Show Notes:

(00:00:00) Learn about Ramp, Ridgeline, & Alphasense

(00:06:00) Introduction to DeepSeek's R1

(00:07:24) DeepSeek's Global Impact

(00:09:25) AI's Ubiquity and Future

(00:10:36) Winners and Losers in the AI Race

(00:14:22) The New AI Cold War

(00:16:34) China's Technological Ambitions

(00:21:31) Open Source and Intellectual Property

(00:27:48) The Role of Open Source in AI Development

(00:30:02) National Interests vs. Global Competition

(00:37:25) The Future of Capital Allocation

(00:45:41) Challenges of Sustaining Private Partnerships

(00:46:34) Building a Franchise Business

(00:48:27) The Role of Political Operations

(00:50:51) The Dynamics of Power and Elites

(01:01:44) Technological Change and Its Implications

(01:13:37) The Future of Robotics and Supply Chains

(01:21:09) American Dynamism and Defense Technology

02.11.2025

Hosted by Patrick O'Shaughnessy

  • Artificial Intelligence
  • Frameworks
  • Geopolitics
  • Professional Investors
  • Technology
  • Venture Capital
The Battle For Tech Supremacy
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Introduction

Patrick
My guest today is Marc Andreessen. Marc is the co-founder 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 Invest 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 Marc's many recent great podcast appearances to make sure that we covered very different ground than Marc has covered elsewhere.

He goes deep on the seismic shifts reshaping technology and geopolitics. We discussed DeepSeek's open source AI and what it means for technological rivalry between America and China, his perspective on the evolution of power structures and the transformation of the venture capital industry as a whole. Please enjoy our conversation.

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