Ben Horowitz

speaker

15,026 appearances 51 recordings 1 series first heard Dec 2024 last heard 9 Sep

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

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 40 in all, peaking in Jul 2026 with 8.

Appearances

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The a16z Show · The Infrastructure Behind the Machine Age · 28 Aug 2026 podcast

So it's a very exciting time. matched

So particularly for the kind of hardware aspects of this new era, we needed a new approach. matched

I think 5% is probably generous. matched

And prices are going up. matched

prices go, like, up on chips. matched

weren't quite there. matched

I mean, there was a lack of bandwidth there. matched

like in the 98, 99 timeframe. matched

But there wasn't that much real demand for it because there just weren't that many people on the internet. matched

So it was a two-sided thing and the companies were all rushing there and needed more bandwidth theoretically, but there weren't matched

the users on the other side to consume it necessarily. matched

And then to really consume a lot of bandwidth, you have to do high bandwidth things like video, which weren't really viable for a number of reasons that had nothing to do with how much bandwidth was in the data center. matched

So it smelled matched

but it wasn't this. matched

This is like, we're flat out and people are reselling GPUs for four times what they bought them for and this kind of thing. matched

Like, it's just not, and then we're also out of power and cooling. matched

And then on top of that, it's really hard to build because there's these incredible political headwinds going into it. matched

So it's really unprecedented in my career that we've had anything like this. matched

situation. matched

That's matched

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