Ben Horowitz
speaker
15,697 appearances
54 recordings
1 series
first heard Dec 2024
last heard 6d ago
Ben Horowitz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 43 in all, peaking in Jul 2026 with 8.
Appearances
It's on the frontier.
And that's just how kind of the markets evolved.
I think, look, generally that's been the way it is.
Like the number one is never opened.
And then, you know, number two goes open is kind of the history of the software industry.
Yeah.
I do think that we're going to see, I mean, like you said, with thinking machines, they've got, you know, they're making really good headway with their open source efforts.
So, you know, hopefully we'll see kind of more of that and kind of more breakthroughs, you know, on the open source side.
But like part of the challenge or part of the reason why AI is just so different is
then software is you can throw money at the problem, right?
Like, so if you have more GPUs, that actually turns out to be a really big deal.
No, I think there's a lot to be said for that, right?
Because, you know, as an application... So what's happened, the other thing that we haven't spoken about, like, is, well, what's the AI platform?
And, you know, so if you're an application provider, what do you build on?
And what we've seen is...
it's been already fairly dangerous to build on anthropic because they every time an application category starts to do well they move into that category and then they've you know like we've seen them do like very aggressive things where you know the price for the application provider is full price and then they subsidize their version of the application
And so it's kind of that they've kind of fast-forwarded, I would say, the Microsoft playbook from the old days to, like, skipping the platform generation and just going straight to the monopoly generation.
And so if you're an application provider, like, okay, how can I safely build on a proprietary model if that company is going to come attack me and then charge me much more than they're charging themselves to do the same thing?
And so open source is kind of a way that the ecosystem gets built.
So if you're building robots, for example, if you were to build your robot on Anthropic, then at some point, you know Anthropic's going to go into the robot business and put you out of business just by either cutting you off or overcharging you.
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