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Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
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Recorded live at the a16z Fintech Connect conference in Deer Valley, Alex Rampell speaks with Ben Horowitz, cofounder and general partner at a16z, about how AI has rewritten the fundamental rules of software competition, why crypto infrastructure will become essential in an AI-dominated world, and what the future holds for venture capital. Timestamps: (00:00) Intro (01:39) The New Laws of Physics for Tech Companies (06:37) Why Not Every Legacy SaaS Company Is Dead (08:17) The Future of Venture Capital (10:30) America's AI Infrastructure Bottleneck (14:27) AI + Crypto: Why They're More Connected Than You Think (19:54) The Future of VC (24:06) AI and the History of Technological Change Read the full transcript here: https://www.a16z.news/s/podcast Resources: Follow Alex Rampell on X: https://twitter.com/arampell Follow Ben Horowitz on X: https://twitter.com/bhorowitz Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends! Find a16z on X: https://twitter.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Show on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Listen to the a16z Show on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Follow our host: https://x.com/eriktorenberg 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 http://a16z.com/disclosures.
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Intro
"America's got to rebuild its entire infrastructure like right now. We don't have enough rare earth minerals. We don't have enough electricity. We don't have enough manufacturing capacity. Nvidia will ..."
The New Laws of Physics for Tech Companies
">> Yeah. Well, I I think the first thing you have to recognize um in a kind of huge dislocation like this is the like some very basic axiomatic like laws of physics are different. And the two that are..."
Why Not Every Legacy SaaS Company Is Dead
"strong. So I'm on the board of this company, Nan, right? Like and they're travel. So obviously the SAS apocalypse like they're dead. like no way you're doing travel. But then you look under the covers..."
The Future of Venture Capital
"venture capital. >> There's a lot of cope going on now too. So like you got to be careful with that. >> Well, that's the thing. It's like there are some things that really are features and before it w..."
America's AI Infrastructure Bottleneck
"have to think in terms of the world uh in in a way that we just didn't before. So, for example, like with, you know, why why' you raise so much money? Um, which by the way, I'm kind of mad at myself b..."
AI + Crypto: Why They're More Connected Than You Think
"expert in three things. Um, hiphop, AI, and crypto. And I don't know anything about hip-hop, but I you know, I've gone to your your uh I I've heard a lot from you, but let's talk about the other two. ..."
The Future of VC
"is kind of a relevant idea again. >> Yeah. No, totally. Um, so maybe why don't we talk about where you think venture capital is going? And I mentioned this because uh Mark got some crap for saying, yo..."
AI and the History of Technological Change
">> Yeah. Well, it's kind of a good it's a good followup or a good parallel question which is like how do we make this seem less scary >> because I don't know if you saw >> it's a lot of change you kno..."