Ben Horowitz
speaker
15,697 appearances
54 recordings
1 series
first heard Dec 2024
last heard 3d ago
Ben Horowitz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 43 in all, peaking in Jul 2026 with 8.
Appearances
Really no end in sight.
matched
I mean, because every company that's adopted it is growing very fast in its usage.
matched
And then most companies haven't adopted it to a high degree.
matched
And then consumers are just getting started.
matched
and so it's gonna probably the demand for tokens is probably gonna grow close to a thousand percent a year which you cannot grow supply that fat like we're not like the amount of just work we're gonna have to do across the board to get to the point where we can grow
matched
like infra at that kind of rate is pretty vast.
matched
So I think there's a lot of investing opportunity on the way.
matched
And by the way, the other thing is like all the architectures of the hardware systems were built for a whole different era of computing.
matched
And so more than just we need more capacity, we need capacity to build.
matched
There's lots of opportunities to build different kinds of infrastructure.
matched
Nobody likes to use AI more than AI.
matched
Yeah, like the similar way to think about it is any
matched
problem that you have can be solved with enough infrastructure,
matched
and money.
matched
And so until we run out of problems, we're not going to run out of demand.
matched
And that's the challenge.
matched
Yeah, so this is, look, the one thing we all knew in startup world is that if I have a two-year lead on you and you try and catch me by hiring 1,000 engineers, you're going to wreck your company.
matched
Like, that never works.
matched
It's a mythical man month.
matched
Nine women can't have a baby in a month.
matched
Showing 801–820 of 15,697 · page 41 of 785
← Previous
Next →