a16z avoids neocloud bets, citing debt-fueled GPU frenzy and dot-com parallels

a16z founders Ben Horowitz and Marc Andreessen explained on the All-In podcast why the firm avoids neocloud investments, comparing debt-fueled GPU accumulation to the 2000 bandwidth bubble and citing the dangers of unhealthy debt.

2026-10-17 ~ 2026-10-18 · 2 related posts

• Ben Horowitz: a16z avoids neoclouds — bandwidth went from $1,500 to $50/Mbps and wiped out holders — SumitGup · 2026-10-17
• a16z avoids neoclouds over debt risk; Bittensor pitched as the answer to CoreWeave's model — markjeffrey · 2026-10-18