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AI demand

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 31, 2025 by Ben Horowitz · across every show →

Everything said about AI demand, oldest first

Oct 31, 2025 bullish
Prediction Not checkable as stated
Horowitz: AI will not face a demand problem in five years
“We don't have a demand problem right now, and like, the idea that we're gonna have a demand problem five years from now, to me, seems quite absurd.”
Ben Horowitz Oct 31, 2025 ▶ 24:32 Marc Andreessen and Ben Horowitz on the State of AI
Aug 28, 2026 bullish
Insight
Horowitz: AI compute demand will not decline until humanity lacks problems
“Any problem that you have can be solved with enough infrastructure and money. And so until we run out of problems, we're not going to run out of demand.”
Ben Horowitz Aug 28, 2026 ▶ 15:18 Why Top Founders Are Racing Into AI Infrastructure
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