Marc Andreessen's AI report projects $8 billion in investment for 2025 and claims two-thirds of private AI revenue goes to Andreessen Horowitz-backed companies like OpenAI, Databricks, and Cursor. One speaker challenges this, noting OpenAI alone generates roughly $13 billion, with most revenue concentrated in just a few firms.
Chapters
it's a generational company. You said Marc Andreessen proposed that. They released a report this week, which I thought was astounding for a couple of different things. But most importantly, one, they put out $8 billion invested in 2025. This is Andreessen's report, by the way. So to give context, Andreessen did a report, incredible slides. I thought actually, I thought them and Avenir did great reports this week. I'm sure Jason M. Lemkin, um, but in Andreessen's, they said about $8 billion invested in 2025. And the stat that blew me away, 2/3 of private AI revenue is generated by Andreessen-backed companies: OpenAI, Databricks, Cursor, Harvey, Raplet, the list continues. I was astounded by that. I don't know if you have takeaways from it, but I thought it was interesting for the audience to hear.
I thought it was an excellent report, and I thought there's a lot of substantive, good economic analysis up and down the report. I thought that slide was probably the least astounding one when you think about it for longer than clearly you did. Because, I mean, 'cause yeah, it was a great soundbite and those guys are the best marketers. It's a great soundbite, right? But objectively speaking, if you kind of add up all the AI revenue, you know, you're going to get $13 billion for OpenAI, $4 billion for Anthropic and everything else is in the noise, right? $200 million for Harvey, whoop-de-doo. You know, they're amazing companies, they're going to be great. But my point is, to a rounding error, the sum of the revenue is, The sum of— and then actually, if you were to lump a third one in, it would be Databricks, which they have a massive market share.
