The Race for AI—Search, National Infrastructure, & On-Device AI

In this podcast episode, the panel explores Andreessen Horowitz's "Big Ideas" for 2025, particularly focusing on the future of artificial intelligence. They highlight the potential decline of Google's search monopoly, driven by the emergence of generative AI search engines like ChatGPT and Perplexity, which provide more engaging and interactive user experiences. The conversation also touches on the geopolitical stakes of AI infrastructure, as countries compete for supremacy through computing power and strategic partnerships. Additionally, they discuss the rise of smaller, on-device AI models that prioritize efficiency, user experience, and privacy. The panelists anticipate a move towards more specialized AI applications and predict that digital advertising will continue to thrive, even as subscription models gain traction.