Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration скачать в хорошем качестве

Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

AI is changing how companies are built and how venture firms operate, forcing faster decisions, clearer judgment, and new ways of working. In this exclusive conversation, Ben Horowitz shares how Andreessen Horowitz adapts to that shift. He explains why managing GPs is different from running a company, how investors are evaluated at the moment of decision rather than years later, and why verticalized teams help the firm scale without internal politics. Ben also breaks down the current AI cycle, from treating AI as a new computing platform to why application design and model orchestration matter more than raw model size. He discusses the return of M&A and why today’s AI market reflects real demand, not just inflated valuations. Timecodes: 0:00 – Introduction 1:33 – Managing GPs vs. companies 4:33 – Framework for evaluating GP performance 6:23 – Verticalization strategy & firm structure 10:14 – Culture and staying in the details 12:46 – How to identify the right markets 17:49 – Mission: giving people a shot 21:28 – M&A landscape opening up 22:09 – Why foundation models alone aren't enough 25:46 – Ownership and the future of VC 29:03 – Why AI will produce more winners than previous technology cycles 32:01 – Rapid-fire personal questions Resources: Follow Ben on X:   / bhorowitz   Follow Jen on X:   / jkhamehl   Read Justine’s piece ‘There is No God Tier Video Model’: https://a16z.com/there-is-no-god-tier... Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X :  / a16z   Find a16z on LinkedIn:   / a16z   Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RD... Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast... Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see a16z.com/disclosures.