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 months
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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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When we get to some kind of equilibria in the market and there's so much share to go around and then you're fighting each other for share, then, you know, these things may come into play.
But for right now, I don't think so.
I wonder if this follows also for like— It's like the biggest pie of all time.
Mm-hmm.
Yeah, I think it's pretty hard to see because, right, like, everybody who's using it keeps using it more and more and more and more.
You know, like, you talk to businesses and...
their kind of token usage is growing like tenfold annually.
So we're, but look, I think we'll see it when, you know, you kind of see growth really slow down in, you know, in the various players and things like that.
But as long as things are growing like several, you know, 1,000% a year or 500% a year, like we're nowhere near to that state.
You know, in stable markets, things grow like, you know, whatever.
Yeah.
Yeah, that's a good question.
I mean, I think that...
You know, while a lot of software companies are able to use it for kind of various tasks, I think on the things like customer support and specialized applications, people are able to benefit a lot from them.
Yeah.
And then, you know, look, I think Cursor survived for a long time because it was able to have an open source alternative for cheap tasks that they have.
And, you know, now they're, of course, they're on Grok.
But, you know, I think...
Every application company in AI world benefits from open source right now to some degree.
Like they're all using some, nobody's not using an open source model who's an application provider that I know of.
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