Marc Andreessen on the future path of AI.
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-05-23
Marc Andreessen predicts AI investment is rotating from software to hardware, suggesting chips and energy may capture most AI value while software becomes open source.
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Extraction
Topics: ai-value-chainhardware-vs-softwareopen-source-aisemiconductors
Claims
- Investment focus in AI is rotating from software to hardware.
- Chips and energy infrastructure may capture the majority of value created by AI.
- AI software could become predominantly open source as hardware absorbs most of the economic upside.
Key quotes
There's like a rotation from software into hardware. It's possible all the value accrues to the chips, and the energy, and then software is all open source.