Marc Andreessen is bullish on startups and the economy.
We caught up with him at the Allen Company conference in Sun Valley, where he's been meeting with the CEOs of media and tech companies, as well as startups.
On the heels of Google and Yahoo both making billion dollar acquisitions, he says "I don't think it's a bubble, it's a boom. I think consumers love the Internet, I think advertisers are moving online. A lot of things we were talking about for 15 years is happening now in a big way."
The area that Andreessen is most excited about is are new collaborative business models. He talked about the rise of crowd-funding- and the surprising ways a range of people, even politicians, are tapping into the resources and passions of the crowd.
He also pointed to the huge potential of collaborative consumption companies, like AirBNB, for renting rooms, and Lyft, for ride sharing.
Both AirBNB and ride sharing services face lawsuits, and threaten to be shut down, but Andreessen says he's confident that these services will prevail in courts.
"They're just too good and useful," Andreessen says, a win-win for owners of cars and rooms they'd like to rent out, and the consumers who want an efficient deal on a place to stay or a ride.
Andreessen wasn't wearing any "smart gadgets" like a Jawbone Up band or Google Glasses, though he says he's excited by the category. (Andreessen Horowitz is an investor in Jawbone and Andreessen Horowitz is part of the "Glass Collective," a fund to back Google Glass related companies.)