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Ben Horowitz

πŸ‘€ Speaker
1424 total appearances
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Appearances Over Time

Podcast Appearances

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

Which, by the way, I'm kind of mad at myself because I don't even think I articulated internally well enough because we could have raised even more money.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

Next time, don't worry.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

We had more money on the table.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

But the way I was thinking about it is, look, America's got to rebuild its entire economy

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

infrastructure like right now, because we don't have enough, you know, we don't have enough rare earth minerals.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

We don't have enough electricity.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

We don't have enough manufacturing capacity.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

We don't have, we have the wrong chips.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

Like they take way too much damn power.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

They were built for games.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

You know, we don't have the, we don't have enough anything kind of to be in this future world and somebody's got to fund it.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

And, you know, so, and clearly that's going to take a lot of money.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

So,

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

All that is brand new.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

And I would say it's like fairly overwhelming in a sense, but like it is really, really important.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

Like we're pretty much out of electricity now in the United States.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

Like not 12 months from now, like right now.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

Yeah, and the demand for these tokens is straight vertical.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

But the ability to kind of build that capacity is absolutely not vertical.

The a16z Show
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

So we need new air.