Marc Andreessen just raised $15B. Here are his AI trillion-dollar questions + 4 Founder opportunities hiding in plain sight (according to him)
The AI questions Marc Andreessen says will shape the next generation of trillion-dollar companies
Andreessen Horowitz just raised $15B across five funds.
That’s not just “a lot of dry powder”.
It’s a signal: Marc thinks we’re still absurdly early, and the biggest fortunes of this cycle won’t come from better demos. They’ll come from founders who pick the right unanswered questions and build their way into the answer.
This newsletter is a curated map of those questions, pulled directly from Marc’s latest “2026 outlook” conversation.
Not hype. Not summaries. The actual opportunity surface.
The meta-take: AI is a revenue rocket… and the product shape is still wrong
Marc’s core claim is simple:
AI startups are hitting real customer revenue at an “unprecedented takeoff rate”
but the “form and shape” of today’s AI products are not what people will use in 5–10 years
If that’s true, then the money won’t just be in “AI apps”.
It’ll be in the companies that discover the next product primitives.
So, what are the trillion-dollar questions?
How should AI really be priced?
Open source or closed source?
Big models or small models?
What happens when AI becomes cheap?
Are “AI wrappers” real businesses?
Does China commoditize AI?
Will regulation decide who wins?
What people say vs what they do
Nugget: The biggest consumer behaviors hiding in plain sight right now:
