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Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

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Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

The a16z Show

1 DAYS AGO
The a16z Show

The a16z Show

1 DAYS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

AI is changing how companies are built and how venture firms operate, forcing faster decisions, clearer judgment, and new ways of working. In this exclusive conversation, Ben Horowitz shares how Andreessen Horowitz adapts to that shift. He explains why ma...

Highlights

The rapid evolution of AI is reshaping not only technology and business but also the inner workings of venture capital itself. As investment cycles accelerate and new tools redefine what's possible, firms must adapt in real time to stay ahead.
03:04
Evaluate investors based on decision quality at the time of investment, not long-term returns.
15:03
Defense modernization is key to strengthening national security through technology.
20:45
Big foundation models are just infrastructure; real value comes from understanding human behavior and combining models for specific use cases.
25:06
New tools are making it easier to turn ideas into products, accelerating startup formation.
28:17
AI is not overhyped—there's real demand behind the valuations.

Chapters

How does a16z stay agile in an AI-driven world?
00:00
What role does national resilience play in tech investing?
11:44
Why can’t we rely on benchmarks to measure AI success?
17:34
Are founders gaining more power in today’s startup ecosystem?
25:06
Is AI really a new computing platform—or something bigger?
28:17

Transcript

Speaker 1: You know, if you want to change the world, you have to believe you can change the world. What you're really trying to find is, are they literally the best in the world at a thing? And that's always the thing that's worth investing in, as opposed...