This Invest Like the Best episode features an interview with Marc Andreessen, co-founder of Andreessen Horowitz, focusing on the implications of DeepSeek's open-source AI. The conversation covers DeepSeek's impact on AI accessibility and cost reduction, the resulting winners and losers in the tech landscape (users benefitting, proprietary model companies potentially losing), and the implications for US-China technological rivalry. Andreessen emphasizes the importance of maximum competition and open-source models for innovation, contrasting this with the potential for government overregulation. He also discusses the changing nature of power structures globally and the future of capital allocation in the AI era.
