a16z co-founder Marc Andreessen claims AGI has effectively arrived, though access remains limited, highlighting widening gaps in who can leverage advanced AI capabilities today

a16z co-founder Marc Andreessen claims AGI has effectively arrived, though access remains limited, highlighting widening gaps in who can leverage advanced AI capabilities today
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Andreessen drops the "AGI is basically here" line the same quarter a16z closes a $20B AI fund backed by 20,000 NVIDIA GPUs — talking your book doesn't get more textbook than that. The 6-12 month capability compression cycle he himself acknowledges (large model → small model distillation) means "limited access" is a temporary moat, not a structural one. For anyone building on decentralized inference networks, this is the bullish case: every frontier capability becomes a commodity input within a year, and permissionless compute markets eat the access gap faster than any VC portfolio company will.

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