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
And so kind of tuning a model for that kind of thing can really work.
Yeah, I don't think anybody's a threat, a real kind of current threat to anybody else's business right now, like in that we're so early in the market.
So the thing that's very deceptive about AI is because the market is so much larger than any other market we've seen prior, that it feels like
okay, we're kind of at a stable equilibrium in the market.
But the truth is the AI market is probably less than 3% penetrated.
And so everybody's going to grow.
Right?
Like when DeepSeq came out, it was a DeepSeq moment, and oh my gosh, and this is the end of Anthropic and OpenAI and all that.
And nothing changed.
Right?
Like nothing changed.
Zero.
And that's because, but DeepSeq is more valuable, and Anthropic's more valuable, and OpenAI is more valuable.
You know, they all agree.
And SpaceX is more valuable.
So...
I think that at this stage of the market, everything is going to grow a lot.
And nobody's going to pounce on other people's market share in a way that is so material that it's going to, like, cripple them.
Yeah.
Now, someday...
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