Ben Horowitz

speaker
3,643 appearances 14 recordings 1 series first heard Oct 2024 last heard 15 Jan

Ben Horowitz’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
2 · Nov OctJan 26AprJulnow

Recordings per month over the last 12 months — 3 in all, peaking in Nov 2025 with 2.

Appearances

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That's the precautionary principle. podcast-host
And then, you know, and the people pushing that are often going for regulatory capture because we're at this place where the companies are very big, but the uh moats aren't very wide. podcast-host
Uh so the way to think about it, it's like we're basically at search in the on the internet circa 1997 when there were 37. podcast-host
search companies, none of them called Google. podcast-host
Um and if they could have locked Google out, they would have. podcast-host
Uh and I think that's what um you know certain companies like uh well I won't name names but y you you can figure it out who are pushing for this stuff or trying to do. podcast-host
Yeah, that's right. podcast-host
Very intertwined. podcast-host
Um so uh y you know it's really interesting. podcast-host
One of the reasons why, you know, th there likely will be a Google of AI that we haven't heard of yet is um you know there are bottlenecks that are moving around. podcast-host
So there's a data bottleneck now, it's gonna be followed by an energy bottleneck. podcast-host
Uh you know, it started with a chip bottleneck, you know, then we went to data bottleneck, then there'll be an energy bottleneck, probably followed by a cooling bottleneck, and uh the energy podcast-host
Energy one is probably the toughest because you know, the grid is already taxed. podcast-host
Uh and this would if we put AI on the power grid it will not work. podcast-host
Uh podcast-host
doesn't mean dirty energy. podcast-host
Like, you know, so one of the things, you know, we've funded uh portable nuclear energy and these kinds of things. podcast-host
Um, but you need you need to let the builders build to a much greater extent than we're allowing right now. podcast-host
And uh and yes, that will bottleneck AI, but but you know, many other things. podcast-host
Right. podcast-host
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