Andreessen: AI has reached human-level reasoning
The Andreessen Horowitz co-founder claims AI models crossed the threshold of general intelligence about three months ago, but the moment went largely unnoticed.
- Marc Andreessen, co-founder of the fund Andreessen Horowitz, claims AI has crossed the threshold of general intelligence comparable to human reasoning.
- He says it happened about three months ago, but went almost entirely unnoticed.
- He sees future value in data centres, energy, autonomous AI agents and robotics.
- He predicts smart glasses could replace phones, while humanoid robots take over part of physical labour.
Has artificial intelligence already reached human level without anyone noticing? Marc Andreessen, co-founder of the well-known tech fund Andreessen Horowitz, says it has. In his telling, AI models crossed the threshold of general intelligence about three months ago, only the moment passed without much fanfare.
“AI models have crossed the threshold of artificial general intelligence, comparable to human reasoning abilities,” Andreessen said. It is a claim most of us never heard, because it arrived without a single dramatic event to mark it.
Why did nobody notice?
Andreessen argues the progress did not land as a breaking point, but as a quiet shift that built up over time. There was no single day, no single announcement after which you could say “there, the line has been crossed”. For anyone following the field, that may even make sense: over the past two years models have grown step by step, so it is hard to point at the moment of the turn.
It is worth saying that Andreessen is an investor, not a neutral observer. His fund pours large sums into companies that build AI. When someone in that position says the line has been crossed, it should also be read as the view of a man with an interest in the world believing exactly that.
Where Andreessen sees the money
If reasoning is solved, the next question is where the value goes. Here Andreessen is concrete. He sees future value in data centres and the energy that powers them, because giant models demand enormous computing power. He also points to autonomous AI agents, programs that carry out tasks on their own rather than just answering questions, as well as robotics.
His predictions reach beyond software. Andreessen expects humanoid robots to take over a significant share of physical work over the coming decades. There is also his take on devices: he believes smart glasses and other wearables could one day replace smartphones as the main way we use technology.
It is a vision in which the computer moves off the desk and out of the pocket onto the face, while part of the work in factories and warehouses shifts to machines that walk. How much of that is near and how much is marketing will be shown by shipped products, not by statements.
Do you believe AI has already reached human level, or is this mainly the story of an investor betting on that future?
