Comment by flail

> do Altman and Andreesen really believe that, or is it just a marketing and investment pitch?

As for Andreessen, I don't think he even cares. As the author writes:

"for the venture capitalists that have driven so much of field, scaling, even if it fails, has been a great run: it’s been a way to take their 2% management fee investing someone else’s money on plausible-ish sounding bets that were truly massive, which makes them rich no matter how things turn out"

VCs win every time. Even if it's a bubble and it bursts, they still win. In fact, they are the only party that wins.

Heck, the bigger the bubble, the more money is poured into it, and the bigger the commissions. So VCs have an interest in pumping it up.