Marc Andreessen's new AI report claims two-thirds of private AI revenue comes from his backed companies like OpenAI, Databricks, and Anthropic. The report projects $8 billion in AI investment for 2025.
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. Yes.
But.
In.
Andreessen's they.
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8 billion investors in 2025 and the stat that blew me away. Two thirds of private AI reven generated by Andreessen backed companies. OpenAI Databricks cursor Harvey Rapplett 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 it was a great sound bite and those guys are best marketing. It's a great sound bite, right? But objectively speaking, if you kind of add up all the AI revenue you're going to get 13 billion for OpenAI, 4 billion for anthropic and everything else is in the noise. 200 million for Harvey. Whoop de do. 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.
