Ben Horowitz: AI cycle bigger than the internet, infra needs rebuilding
a16z Podcast · rss · 2026-10-10
a16z co-founder Ben Horowitz joins the debut of Vintage x Vintage, spanning entrepreneurship, investing, and AI. Highlights: every founder eventually hits a "we're fucked, it's over" moment; great investors should look for world-class strengths rather than an absence of weaknesses; he believes the current AI cycle is bigger than the internet, that AI changes who can become a builder, and that the infrastructure beneath today's models may need to be rebuilt from the ground up.
More from AGI Musings
- Dogs Hit Their Own Singularity 20,000 Years Ago — and a Billion Dogs Now Never Need to Work — inductionheads · 2026-10-10
- Pattern matching or inductive bias? Fleuret and syhw spar over what deep learning really is — syhw · 2026-10-10
- Debate revisits Yudkowsky's That Alien Message: physics' low Kolmogorov complexity means AI could locate dangerous tech fast — jd_pressman · 2026-10-10
- If Claude were truly conscious, it wouldn't give itself a 15% chance of being so — inductionheads · 2026-10-10
- Model welfare is a ridiculous hill to die on while human suffering persists, says wolfie_ — emax · 2026-10-10
- Does heavy RL training break the 'LLMs are a blurry upload of humanity' intuition? — jd_pressman · 2026-10-10