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

Technology
United States
Started January 15, 2026

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...

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CLAIM Posted by will • Jan 15, 2026
Focusing solely on AI may distract venture firms from other important sectors and lead to an imbalanced investment strategy.
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CLAIM Posted by will • Jan 15, 2026
Verticalized teams in venture firms can enhance collaboration, but they may also create silos that hinder cross-pollination of ideas.
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CLAIM Posted by will • Jan 15, 2026
AI is revolutionizing venture capital by enabling quicker and clearer investment decisions, leading to a more efficient startup ecosystem.
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CLAIM Posted by will • Jan 15, 2026
Investors should be evaluated at the moment of decision, as this reflects their true judgment and adaptability in a fast-changing market.
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CLAIM Posted by will • Jan 15, 2026
The rapid pace of AI investment may lead to unsustainable bubbles, risking financial stability and long-term innovation.
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