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 over the last 12 months — 43 in all, peaking in Jul 2026 with 8.

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And so I think as we kind of build into the second, or you call it the third industrial revolution, that, you know, being able to be competitive on manufacturing by building automated factories and so forth, you know, similar to what Elon has been able to do at Tesla and in the Gigafactory and so forth, is going to be the way that we get to competitiveness there for sure.
Yeah.
There's not a lot of coming out in America right now.
Um, but.
Yeah, but I think it can happen.
And then there are some real efforts in academia.
My friend Jan Stojka from Berkeley is kind of working hard to put together a project where we can fund kind of an open source model that everybody in academia can use and build on.
And I think that's just really important.
If you look at the...
History of technology in this country, a lot of it, you know, kind of starts in universities.
And they've kind of been iced out of AI due to the incredible costs and the threat that open source is under.
Well, the lack of U.S.
open source in particular, yeah.
Yeah, so I think that, I mean, this is where, like, I'm glad you both are pro-distillation, because I think that's an important equation.
But look, I think that there's different business, like, I think the business model of selling, serving the model at a very high premium doesn't work if you're open source, but there's other things, you know, particularly, like, one of the things we already know is that, you know, for an enterprise in a B2B context,
A really well post-trained, kind of less powerful, smaller model works often better for a business task than like a large, you know, kind of a large proprietary model and is much cheaper as well.
So cheaper, faster.
and get you their answer.
So I think that it would be more like a kind of a Palantir-looking business model than it would be an Anthropic-looking business model for a company.
And then, you know, true also on the consumer side, you know, we've seen on consumer, like, the use case really, really matters.
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