In his own words: Thiel prefers to go from zero to one, creating products on which you can build a monopoly.
I think that he agrees on Andreessen about the importance of timing, but he doesn’t consider timing alone a recipe for a successful business.
Also Thiel seems more focused on technology as a whole, rather than the software-centric position adopted by Andreessen.
I think that both views have pros and cons, and that we would benefit from trying to find the greatest common denominator between the two approaches—instead of discarding that or this view.
PS: I read and enjoyed Zero to One, and I’d like to learn more about Andreessen views. If anyone has any suggestion...