Executive Summary
Marc Andreessen argues we're witnessing the ninth major technology platform in Silicon Valley history, with AI crossing from creative parlor tricks into genuine reasoning capabilities. The key insight: AI enters an economy that has experienced historically low productivity growth for 50 years—running at half the pace of 1940-1970 and one-third the pace of 1870-1940. This creates a perfect storm where AI adoption is not just beneficial but economically necessary. Current AI models test at 130-140...
Key Investment Opportunity
AI-Native Infrastructure Platforms
Meta's AI data center buildout represents the infrastructure layer needed for the super-empowered individual economy. Companies providing the compute, tools, and platforms for AI-enhanced work will capture disproportionate value.
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