Ben Horowitz

349 statements across 81 episodes · 109 bullish · 98 bearish · 9 people on the record · first statement Jul 15, 2017 by Ben Horowitz · said 154 times in 72 episodes since 2017 · across every show →

On the record as a speaker too: Ben Horowitz's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Marc Andreessen (25), Martin Casado (8), Scott Cooper (7), Margit Wennmachers (6), Brian Koppelman (6), Alex Rampell (6), Sonal Chokshi (5), J.D. Vance (4)

tap a year for its mentions
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020402017201820192020202120222023202420252026episodes it came up in
002204402017201820192020202120222023202420252026episodesmentions per episode
2026 26 mentions in 10 episodes 3 per episode
2025 36 mentions in 18 episodes 2 per episode
2024 1 mention in 1 episode
2023 5 mentions in 2 episodes 3 per episode
2022 1 mention in 1 episode
2020 1 mention in 1 episode
2019 64 mentions in 32 episodes 2 per episode
2018 16 mentions in 4 episodes 4 per episode
2017 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Ben Horowitz, oldest first

Jul 15, 2017 positive
Insight
Horowitz: Follow your contribution, not your passion
“What you take out of the world over time, be it, you know, whatever money, cars, stuff, accolades, is much less important than what you put into the world. And so my recommendation would be follow your contribution. Find the thing that you're great at, put tha…”
Ben Horowitz Jul 15, 2017 ▶ 10:35 Don't Follow Your Passion
Jul 15, 2017
Insight
Horowitz: Real value is created by being right when others disagree
“Those are the only things, things that you believe, That everybody around you doesn't believe, when you're right, That create real value in the world. Everything else people already know. There's no value created.”
Ben Horowitz Jul 15, 2017 ▶ 4:57 Don't Follow Your Passion
Jul 16, 2017
Insight
Horowitz: Cultural transformation requires shocking rules that alter employee behavior
“The second is he created very shocking roles that caused people to change their behavior.”
Ben Horowitz Jul 16, 2017 ▶ 15:11 Culture and Revolution
Jul 16, 2017
Insight
Horowitz: Unmanaged corporate culture spontaneously degenerates into toxic behavior
“If you don't make that explicit, it will just create itself. It'll just grow that way. It'll just do those things. People want to harass each other, they'll harass each other. You know, people want to lie to customers, they'll lie to customers. Unless you set …”
Ben Horowitz Jul 16, 2017 ▶ 6:17 Culture and Revolution
Jul 16, 2017
Insight
Horowitz: Culture is how employees behave when unsupervised 99% of the time
“It's what your people do when you're not giving them a direction, which is, guess what? Anybody who's run anything, 99% of the time, you're not telling people what to do. They're doing it on their own.”
Ben Horowitz Jul 16, 2017 ▶ 6:01 Culture and Revolution
Jul 16, 2017 neutral
Insight
Horowitz: Dogs, yoga, and organic food are perks, not company culture
“So dogs at work, yoga, organic food, that's not culture. It's perks.”
Ben Horowitz Jul 16, 2017 ▶ 1:39 Culture and Revolution
Jul 16, 2017 neutral
Assertion Not checkable as stated
Reed Hastings barred Netflix's revenue-generating DVD team from executive meetings
“DVDs was a hundred percent of our revenue, and the, we had a whole, like, giant team running that business, and one day I said, you guys aren't allowed to come to staff meeting anymore.”
Ben Horowitz Jul 16, 2017 ▶ 27:38 Culture and Revolution
Jul 16, 2017
Insight
Horowitz: Low trust and low loyalty cultures cannot win wars
“You've got low trust. You've got no long-term planning. The population's generally ignorant and superstitious, and there's very low loyalty. And none of this is conducive to winning a war.”
Ben Horowitz Jul 16, 2017 ▶ 9:19 Culture and Revolution
Jul 16, 2017 positive
Insight
Horowitz: Understanding culture requires studying significant revolutions
“And it turns out that the best way to understand culture is through a significant revolution.”
Ben Horowitz Jul 16, 2017 ▶ 1:28 Culture and Revolution
Jul 16, 2017 negative
Insight
Horowitz: Corporate value statements on walls do not build culture
“You create corporate values, and you put them on a wall, like that's not going to get you a culture”
Ben Horowitz Jul 16, 2017 ▶ 1:55 Culture and Revolution
Jul 29, 2017
Insight
Horowitz: Stacking Multiple Skills Is Easier Than Being World-Best at One
“So, like, if you can put skills together, that's also a big thing. Like, it's really hard to be LeBron James. That's really hard. Like, you have to be the best basketball player in the world. Like, that's super tough. It's a lot easier to be me.”
Ben Horowitz Jul 29, 2017 ▶ 34:30 On Career Moves and Business Leadership
Jul 29, 2017
Assertion Not checkable as stated
Horowitz co-founded a teenage rap group called the Blind and Def Crew
“So that summer I went home, I was like, let's start a rap group, and we started this group, the blind and deaf crew.”
Ben Horowitz Jul 29, 2017 ▶ 1:12 On Career Moves and Business Leadership
Jul 29, 2017 negative
Opinion
Horowitz: Better to be a Facebook janitor than a bad startup's CEO
“Going to a bad startup is kind of miserable, like, I'd actually rather be the janitor at Facebook than CEO of a bad startup.”
Ben Horowitz Jul 29, 2017 ▶ 40:53 On Career Moves and Business Leadership
Jul 29, 2017 positive
Prediction Not checkable as stated
Horowitz: Candidates With Both CS and Biology Skills Will Easily Find Jobs
“Having those two skill sets makes you, like, There's, you will have no problem getting started in the industry just because there are very few people who have both vocabularies and the kind of opportunities in it are so big, so I, like, I don't think you can m…”
Ben Horowitz Jul 29, 2017 ▶ 48:48 On Career Moves and Business Leadership
Jul 29, 2017 bullish
Insight
Horowitz: Grid Battery Storage Can Yield 20x Energy and Emission Savings
“Battery technology is probably the most exciting thing going on, and if, you know, if I were to say, okay, why am I confident that we're not going to melt the earth probably the biggest thing is, You know, if we could just have batteries like in power grids an…”
Ben Horowitz Jul 29, 2017 ▶ 58:27 On Career Moves and Business Leadership
Jul 29, 2017 neutral
Insight
Horowitz: Over-engineering early career trajectories hinders long-term success
“The people who I knew kind of over-engineered their future at this point tended not to have the most success, because you just can't ever know enough to do it, so there's a lot to be said by kind of figuring out what you're good at and Trying to just make a co…”
Ben Horowitz Jul 29, 2017 ▶ 26:09 On Career Moves and Business Leadership
Jul 29, 2017
Assertion Partly supported
Horowitz: BusinessWeek published a story calling Loudcloud's listing 'the IPO from hell'
“We were called the IPO from hell. Like, literally, Business Week ran a whole story called the IPO from hell, which was my IPO.”
Ben Horowitz Jul 29, 2017 ▶ 9:47 On Career Moves and Business Leadership
Jul 29, 2017 negative
Insight
Horowitz: Proprietary Deep Learning Breakthroughs Are Hard Due to Open-Source AI
“So everything out of academia is going into open source and then everything out of Google is being open sourced, and Facebook, and so forth. So it's really hard To do a proprietary breakthrough, like, you know, in, like, ok, I've got something that's, whatever…”
Ben Horowitz Jul 29, 2017 ▶ 46:36 On Career Moves and Business Leadership
Jul 29, 2017 negative
Disclosure
Horowitz: a16z refuses to invest in young founders with obvious ideas
“Like, if two young people just, like, start a company with a good but obvious idea, I would never invest in that because, like, I'd rather invest in, like, the experienced people with the same good and obvious idea.”
Ben Horowitz Jul 29, 2017 ▶ 52:36 On Career Moves and Business Leadership
Jul 29, 2017 bearish
Insight
Horowitz: First-Wave Clean Tech VC Failed Due to Distribution Bottlenecks
“There were two big mistakes by the clean tech entrepreneurs and venture capitalists of the last era. One was there was a lot of investment in fuels, alternative fuels to oil. And the challenge with that is, one, only one was going to work, and then distributio…”
Ben Horowitz Jul 29, 2017 ▶ 57:12 On Career Moves and Business Leadership
Jul 29, 2017
Insight
Horowitz: CEOs must prioritize decision speed, while investors prioritize quality
“As CEO, you kind of, like, your output is the speed and quality of decisions, and speed is actually more important than quality in a lot of ways, because you have to keep it moving. You've got to keep the company going, because if you wait on a decision, every…”
Ben Horowitz Jul 29, 2017 ▶ 44:01 On Career Moves and Business Leadership
Jul 29, 2017 bullish
Prediction Not checkable as stated
Horowitz predicts more diseases cured in 20 years than past millennium
“The, we'll probably cure more diseases in the next 20 years than we have in the last, you know, thousand.”
Ben Horowitz Jul 29, 2017 ▶ 37:50 On Career Moves and Business Leadership
Aug 14, 2018 positive
Disclosure
Ben Horowitz passed on TransferWise twice before investing
“And then Ben passed on the deal, I think twice, maybe? But finally corrected this ridiculous mistake, and now we are an investor in TransferWise, and very happily so.”
Margit Wennmachers Aug 14, 2018 ▶ 4:17 Winning Founders & Influencing Everyone: Margit Wennmachers at Startup Grind Europe
Jan 2, 2019
Insight
Horowitz: Great recruiters rarely make great heads of HR
“Recruiters from a personality standpoint, to be a world-class recruiter, you have to be kind of a world-class salesperson, and generally, world-class salespeople tend to have a fairly self-centric view of the world, like that's what makes them good and, you kn…”
Ben Horowitz Jan 2, 2019 ▶ 0:40 a16z Podcast | Protecting Your Company from Itself: Why You Need HR
Jan 2, 2019
Assertion Not checkable as stated
Horowitz: Terminating California employees carries high risk of lawsuits
“And that if you do fire someone, or if you do lay somebody off, at least in in, in many states, you know, particularly in California, you Your likelihood of getting sued is actually pretty high.”
Ben Horowitz Jan 2, 2019 ▶ 19:41 a16z Podcast | Protecting Your Company from Itself: Why You Need HR
Jan 2, 2019
Insight
Horowitz: Founders always believe their startups are inclusive, despite evidence otherwise
“One of the things that I think nobody ever believes that their company is not inclusive. Like, I've never spoken to a founder. Oh, no, you know, we're exclusive. We don't let anybody in who's a woman. Like, that never actually gets said, and nobody ever thinks…”
Ben Horowitz Jan 2, 2019 ▶ 8:27 a16z Podcast | Protecting Your Company from Itself: Why You Need HR
Jan 2, 2019
Insight
Horowitz: Pronounced early startup culture can undermine later diversity efforts
“Oftentimes if you have a super pronounced culture and you all live in a house together and kind of have a unique style that, that can undermine your diversity efforts and can, and you can create an environment that doesn't feel inclusive to somebody who either…”
Ben Horowitz Jan 2, 2019 ▶ 6:49 a16z Podcast | Protecting Your Company from Itself: Why You Need HR
Jan 2, 2019
Insight
Horowitz: Corporate innovation fails when original founders leave
“I think that people often think of big companies can't innovate, little companies can, but the real truth is new companies can innovate, and companies that are so old that the original inventors are gone have a lot of trouble doing it.”
Ben Horowitz Jan 2, 2019 ▶ 5:14 a16z Podcast | Ben and Marc Explain (Practically) Everything – Part 2
Jan 2, 2019 negative
Insight
Horowitz: Comparing peer valuations is meaningless for entrepreneurs
“It'd be nice if, ah, it wasn't so important to entrepreneurs what their peers' valuations were. Like that, that is probably the most meaningless thing to focus your mind on as an entrepreneur imaginable.”
Ben Horowitz Jan 2, 2019 ▶ 10:45 a16z Podcast | Ben and Marc Explain (Practically) Everything – Part 2
Jan 2, 2019 negative
Opinion
Horowitz: Many tech executives are worse at press handling than teenage founders
“I know executives that aren't that good at that.”
Ben Horowitz Jan 2, 2019 ▶ 8:01 a16z Podcast | Three Kids, One App, One Love -- The Five-O Story
Jan 2, 2019 positive
Opinion
Andreessen recommends 'Lean Startup', 'Hard Thing About Hard Things', 'Zero to One'
“The Lean Startup book by Eric Reese is very, very good and that book should be read front to back. Second is, ah, Ben Horowitz's book, The Hard Thing About Hard Things, I can't recommend too highly. And the third is Peter Thiel just wrote a book called Zero to…”
Marc Andreessen Jan 2, 2019 ▶ 40:15 a16z Podcast | What Makes the Valley Work
Jan 2, 2019
Insight
Horowitz: Initial equity grants weakly correlate with actual performance
“It's amazing that how weak that correlation is between what people get when they're hired and how well they do, you know, once they get there and how hard they work and how much effort they put in.”
Ben Horowitz Jan 2, 2019 ▶ 6:29 a16z Podcast | Is It Possible to Achieve Equitable Equity for Startup Employees?
Jan 2, 2019 positive
Opinion
Horowitz calls Mason's progressive equity concept ingenious
“This is one of these things where I get, ah, kind of emails all the time about new kinds of employee incentive plans and so forth, and like how the old ways of incenting people will never work, and there's a great better way, and usually they're just chock ful…”
Ben Horowitz Jan 2, 2019 ▶ 1:16 a16z Podcast | Is It Possible to Achieve Equitable Equity for Startup Employees?
Jan 2, 2019 negative
Insight
Horowitz: Low equity caps undermine recruiting against tech giants
“If you set it too low, then It's going to hurt your executive recruiting because, you know, with Google offering people like a hundred million dollars to stay at Google you know, if you're offering, if you say, okay, the threshold is ten million bucks, then ar…”
Ben Horowitz Jan 2, 2019 ▶ 8:00 a16z Podcast | Is It Possible to Achieve Equitable Equity for Startup Employees?
Jan 2, 2019
Disclosure
Andreessen: Nicira scrapped its OpenFlow tech immediately after a16z investment
“So we funded this here at NetWeQ's networking lab, and it was the OpenFlow. OpenFlow was the sort of protocol was the approach and Martine had, had, had been one of the main people doing that. And so they start in Asira, and we're all excited, because we're li…”
Marc Andreessen Jan 2, 2019 ▶ 27:50 a16z Podcast | The Role of Academia in the Startup World
Jan 2, 2019 neutral
Opinion
Horowitz: Producing a multi-faith documentary carries significant commercial and social risks
“It's not something that is guaranteed to have commercial success, and it's something that you know, could easily, you know, cause people not to like you, and no, I'm serious.”
Ben Horowitz Jan 2, 2019 ▶ 27:10 a16z Podcast | Belief -- An Interview with Oprah Winfrey
Jan 2, 2019 negative
Opinion
Horowitz: I don't like most people who run businesses
“And not to say I don't like everybody who runs businesses, I absolutely do not, in fact, I don't like most of them”
Ben Horowitz Jan 2, 2019 ▶ 5:52 a16z Podcast | Your Worst Deeds Don’t Define You -- Life and Redemption in Prison
Jan 2, 2019
Disclosure
Horowitz told Andreessen he could fire him without a formal conversation
“I'd say to Mark was on my board. I'd say, Mark, look, if you need to fire me, You don't even have to sit me down and tell me I'm fired. You just, like, tap me on the shoulder and, like, we don't have the conversation. Like, I'm done. If you think I'm not the b…”
Ben Horowitz Jan 2, 2019 ▶ 17:58 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019 negative
Opinion
Horowitz: "Follow your passion" is the most self-centered career advice ever
“I always thought Follow Your Passion was the most self-centered, like, Advice like ever.”
Ben Horowitz Jan 2, 2019 ▶ 14:33 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019
Insight
Horowitz: People become passionate about work because they excel at it
“People who are super successful go, yeah, I'm totally passionate about my work, but it didn't start that way, right? They, they're passionate because they're successful. Like, they're great at it. They love doing it, you know, like, if they sucked at it, they …”
Ben Horowitz Jan 2, 2019 ▶ 14:10 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019
Insight
Horowitz: Leadership flaws get magnified across teams, requiring self-work for retention
“You kind of get the environment that you create. You get the people who will behave the way you do. And so, like, your flaws get magnified in a really horrifying way if you don't work on them. So, like, I think one of the most important things to get loyalty i…”
Ben Horowitz Jan 2, 2019 ▶ 10:08 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019 negative
Opinion
Horowitz: US colleges and business schools lack meaningful leadership training
“There is no leadership Real leadership training, for sure, in college here, and typically, ah, not even in business school. There's no leadership training, or no meaningful leadership training”
Ben Horowitz Jan 2, 2019 ▶ 21:47 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019
Insight
Horowitz: CEOs are paid to make unpopular decisions, not build consensus
“If, as a leader, everybody likes what you do, you're not, you're a politician. Like, you're running for president at that point. You get paid to make the decision that's unpopular, right? Like, if everybody knows the direction the organization should go in, th…”
Ben Horowitz Jan 2, 2019 ▶ 17:05 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019
Insight
Horowitz: Management books are written almost entirely for peacetime environments
“Management books are written almost entirely from the perspective of peacetime, and so that, that was the thing that I was trying to get out. They're designed to make it look simple, and so then a lot of the things stylistically that come out of it, like one o…”
Ben Horowitz Jan 2, 2019 ▶ 4:57 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019 negative
Insight
Horowitz: Stanford and Berkeley grads often lack veterans' sense of purpose
“And a lot of people come out of Stanford or, you know Berkeley Computer Center don't understand what that means and don't understand what it means to do something bigger than yourself. But if somebody's been in the Marines or, you know, and decided to do that,…”
Ben Horowitz Jan 2, 2019 ▶ 12:22 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019
Insight
Horowitz: Tech companies function better with fewer entrepreneurs and more soldiers
“It's better if most people aren't entrepreneurs than too many generals, not enough soldiers.”
Ben Horowitz Jan 2, 2019 ▶ 15:42 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019 positive
Disclosure
Horowitz: All my favorite management books are military books
“All my favorite management books are military books, so there's, like, The Art of War, there's the Colin Powell book, My American Journey, there's The Black Jacobin, so the Toussaint Louverture book.”
Ben Horowitz Jan 2, 2019 ▶ 0:31 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019
Insight
Horowitz: Wartime CEOs must prioritize strict discipline over employee feelings
“It does get down to, look, there are times when you need so much precision that, like, if you're gonna lose somebody in the whatever war for talent because they got their feelings hurt, well, that's just gonna be how it's gotta be, because you need to Teach th…”
Ben Horowitz Jan 2, 2019 ▶ 5:28 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019 negative
Insight
Horowitz: All-hands speeches fail; object lessons drive real behavioral change
“Speeches don't do anything, but like an object lesson like that, cut his head off. They're like, okay, like everybody learned that, and nobody's ever going to forget it. You give an all-hand speech, nobody's going to remember it tomorrow”
Ben Horowitz Jan 2, 2019 ▶ 1:29 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019
Assertion Not checkable as stated
Horowitz: All outstanding CEOs face public calls for their firing
“And if you look at any of the really outstanding CEOs, they've all gone through that.”
Ben Horowitz Jan 2, 2019 ▶ 17:39 a16z Podcast | Teams, Trust, and Object Lessons
Jan 2, 2019 positive
Insight
Horowitz: Okta won identity management by switching to top-down sales
“And so they ended up, although they started out with an inside motion, more of a bottoms up motion being much more of a top down motion generally as it went on. And that channel strategy actually is, I think in retrospect, what won them the market against the …”
Ben Horowitz Jan 2, 2019 ▶ 27:21 a16z Podcast | The Why, How, and When of Sales
Jan 2, 2019 negative
Insight
Horowitz: Eliminating sales commissions creates adverse selection for sales hiring
“If you go in and say, well, my philosophy is that you as a salesperson can't have commissions because other people don't, then if I'm the very best, best of the best salespeople and I can make a million dollars by delivering real value to the company at Compan…”
Ben Horowitz Jan 2, 2019 ▶ 14:16 a16z Podcast | The Why, How, and When of Sales
Jan 2, 2019
Insight
Horowitz: Sales is the most critical department for maintaining company culture
“In fact, in a way, it's the most important part of your company to have great culture in because it's the part that represents you.”
Ben Horowitz Jan 2, 2019 ▶ 32:47 a16z Podcast | The Why, How, and When of Sales
Jan 2, 2019 neutral
Assertion Supported
Horowitz: Pre-2000s accounting laws forced 90-day startup option windows
“And the then accounting laws basically said that if you gave an employee more than, you know, a very short window to exercise, you would potentially create a very large accounting charge, which would make it impossible for the company to ever go public or be a…”
Ben Horowitz Jan 2, 2019 ▶ 1:19 a16z Podcast | Beyond One Size Fits All for Startup Employee Options
Jan 2, 2019 negative
Disclosure
Horowitz: I lost my own startup options due to the 90-day rule
“Look, I have been an employee at a startup. I've lost options. Over the 90 day exercise window that I can afford, you know, like, you know, really can afford it. I got, you know, three kids and 26 years old and all that kind of thing. So I understand the issue…”
Ben Horowitz Jan 2, 2019 ▶ 24:22 a16z Podcast | Beyond One Size Fits All for Startup Employee Options
Jan 2, 2019 negative
Insight
Horowitz: 90-day option windows create a wealth disparity for startup employees
“If you're rich and you have 90 days to exercise, that's fine because you can buy your stock options. But if you're not rich, then you can't. And so now we've created this class thing.”
Ben Horowitz Jan 2, 2019 ▶ 2:23 a16z Podcast | Beyond One Size Fits All for Startup Employee Options
Jan 2, 2019 positive
Assertion Supported
Horowitz: Adam D'Angelo invented the 10-year option exercise window
“Adam D'Angelo solved that rich-poor dichotomy by introducing the ten-year vest.”
Ben Horowitz Jan 2, 2019 ▶ 3:18 a16z Podcast | Beyond One Size Fits All for Startup Employee Options
Jan 2, 2019 neutral
Insight
Horowitz: The tech industry needs four or five standard equity compensation models
“So, you know, it really probably needs to not be one size fits all. I think that if every company had a different scheme, You do get into a weird thing for potential employees and recruiting, so I think we might do a disservice to the industry by doing that, b…”
Ben Horowitz Jan 2, 2019 ▶ 21:16 a16z Podcast | Beyond One Size Fits All for Startup Employee Options
Jan 2, 2019 negative
Insight
Horowitz: 10-year option exercise windows incentivize employees to leave startups
“If you have a 10 year exercise, there is potentially an incentive for people to leave in the sense that I can walk out with my stock that I have, and I can get a brand new offer from a new company.”
Ben Horowitz Jan 2, 2019 ▶ 18:18 a16z Podcast | Beyond One Size Fits All for Startup Employee Options
Jan 2, 2019 neutral
Opinion
Horowitz: Tesla and WhatsApp require fundamentally different employee option plans
“Tesla's option plan cannot be the same as WhatsApp's, or it probably should not be.”
Ben Horowitz Jan 2, 2019 ▶ 21:51 a16z Podcast | Beyond One Size Fits All for Startup Employee Options
Jan 2, 2019 neutral
Assertion Supported
Horowitz: Startups kept 90-day option windows even after accounting laws changed
“So they changed the law and the law, the new law kind of made it okay to have a longer exercise period, but nobody changed the practice.”
Ben Horowitz Jan 2, 2019 ▶ 2:11 a16z Podcast | Beyond One Size Fits All for Startup Employee Options
Jan 2, 2019
Insight
Horowitz: Startup failure is usually the founder's fault, not the employee's
“If we're just talking pure compensation, then I think cash is actually a better vehicle than stock, because one, like, stock is variant, and you may not get paid not because you can't invest, but because the thing goes to zero. And is that really your fault as…”
Ben Horowitz Jan 2, 2019 ▶ 15:34 a16z Podcast | Beyond One Size Fits All for Startup Employee Options
Jan 2, 2019 bullish
Assertion Supported
Horowitz: Vertical SaaS in traditional industries is now venture-scale
“And then beyond that, you, now it becomes economical and very interesting to build vertical applications for industries. So to build an application that revolutionizes, say, the real estate industry or something like that, Or the construction industry is becom…”
Ben Horowitz Jan 2, 2019 ▶ 25:13 a16z Podcast | Software Programs the World
Jan 2, 2019
Insight
Horowitz: Local technology companies are not viable business models
“There are no local technology companies, right? There's nobody who sells, you know, internet search to Wyoming. That's not like a viable thing.”
Ben Horowitz Jan 2, 2019 ▶ 28:12 a16z Podcast | Software Programs the World
Jan 2, 2019
Assertion Not checkable as stated
Horowitz: No major long-lasting tech company operated with five employees
“There's never actually been a gigantic long, you know, a really important long lasting company that had like five employees that those just don't exist.”
Ben Horowitz Jan 2, 2019 ▶ 36:10 a16z Podcast | Software Programs the World
Jan 2, 2019 positive
Insight
Horowitz: Deep industry experience hinders founders from revolutionizing markets
“It's hard to rewrite the world if you're too steeped in the world.”
Ben Horowitz Jan 2, 2019 ▶ 33:52 a16z Podcast | Software Programs the World
Jan 2, 2019 positive
Insight
Horowitz: Prioritize magnitude of founder strengths over number of weaknesses
“We're much more interested in the magnitude of the strength than the number of the weaknesses.”
Ben Horowitz Jan 2, 2019 ▶ 33:42 a16z Podcast | Software Programs the World
Jan 2, 2019
Insight
Kupor: Pricing impacts startup valuation more than any other business decision
“I want you to be very careful because no single decision will impact the valuation of your company more than the decision you're about to make on pricing.”
Scott Kupor Jan 2, 2019 ▶ 1:19 a16z Podcast | Pricing, Pricing, Pricing
Jan 2, 2019 negative
Opinion
Horowitz: Mainstream media attacks tech because it lost gatekeeping power
“Facebook is getting attacked, you know, the internet's getting attacked by the mainstream media. You know, they, they've lost the power, so that's not that surprising, but.”
Ben Horowitz Jan 2, 2019 ▶ 10:14 a16z Podcast | The Internet Is Your Movement
Jan 2, 2019
Assertion Partly supported
Horowitz: Atriax bankruptcy wiped out $25M owed to LoudCloud
“Our largest customer went out of business, H-Reacts, which made it impossible for us to raise any money. They had us twenty five million dollars at the time.”
Ben Horowitz Jan 2, 2019 ▶ 8:15 a16z Podcast | Startups, Pivots, Culture, and Timing (Oh Shit!)
Jan 2, 2019
Assertion Partly supported
Horowitz: LoudCloud lost 50% market cap after customer default disclosure
“And as soon as we disclosed that we lost 50% of our market cap and we couldn't raise the money.”
Ben Horowitz Jan 2, 2019 ▶ 9:33 a16z Podcast | Startups, Pivots, Culture, and Timing (Oh Shit!)
Jan 2, 2019
Assertion Not checkable as stated
Horowitz: Opsware contained only 10% original LoudCloud code after pivot
“And I think at the end, only about 10% of the code base was the original. Loud cloud software.”
Ben Horowitz Jan 2, 2019 ▶ 11:57 a16z Podcast | Startups, Pivots, Culture, and Timing (Oh Shit!)
Jan 2, 2019 negative
Insight
Horowitz: Culture is behavior, not free lunches and office perks
“Well, it's who you are, it's how you behave, it's your way of doing things, you know, it's not free lunches and yoga and dogs at work and all that other stuff, right?”
Ben Horowitz Jan 2, 2019 ▶ 14:22 a16z Podcast | Startups, Pivots, Culture, and Timing (Oh Shit!)
Jan 2, 2019
Insight
Horowitz: CEOs cannot seek external validation for high-risk pivots
“The truth of this kind of decision is, you know, you make this one all alone because you're the only one in the position to synthesize the knowledge. And so if you ask somebody, should I take like a crazy risk and decommit everything I've committed to this poi…”
Ben Horowitz Jan 2, 2019 ▶ 30:56 a16z Podcast | Startups, Pivots, Culture, and Timing (Oh Shit!)
Jan 2, 2019
Insight
Horowitz: Startup pivots fail due to lack of courage, not analysis
“The decision isn't actually that hard. It's the courage to actually make the decision that's nearly impossible and why nobody ever does it, because you're basically, if you continue going on your current route, you know, particularly if the company has got som…”
Ben Horowitz Jan 2, 2019 ▶ 2:36 a16z Podcast | Startups, Pivots, Culture, and Timing (Oh Shit!)
Jan 2, 2019 positive
Insight
Horowitz: Management and culture save startups when product falls short
“In Silicon Valley, there's this thing, all that matters is product. Whoever's the best product wins, and this and that and the other. If you're short on product and you, it's going to take you some time to get there, the thing that actually can make the compan…”
Ben Horowitz Jan 2, 2019 ▶ 12:38 a16z Podcast | Startups, Pivots, Culture, and Timing (Oh Shit!)
Jan 2, 2019 positive
Insight
Wennmachers: When a company makes a mistake, apologize fully without nibbling
“When you eat shit, don't nibble. So if you, if you're going to own it, which if you actually screwed up, you should.”
Margit Wennmachers Jan 2, 2019 ▶ 17:50 a16z Podcast | Crisis Communications
Jan 2, 2019 negative
Assertion Not checkable as stated
Horowitz: 1990s startups failed by expanding sales without product-market fit
“That's, you know, the kind of, the big mistake in the nineties was, All of us would go like, oh, we've got something that people want to buy, like, let's build a gigantic sales force and just blow it out, and then a lot of people didn't quite have the total pr…”
Ben Horowitz Jan 2, 2019 ▶ 14:25 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019 positive
Insight
Horowitz: Freezing engineering hiring for a year improves engineering team productivity
“My experience with engineering has always been that if you freeze engineering hiring for a year, engineering gets way better.”
Ben Horowitz Jan 2, 2019 ▶ 18:06 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019 positive
Opinion
Horowitz: Taking Loudcloud public before the market bottomed was his best decision
“That was probably the single best decision I've ever made, just to go like, how do you know you're at the bottom? You're not sure at the bottom.”
Ben Horowitz Jan 2, 2019 ▶ 9:14 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019
Insight
Horowitz: Startup budgeting should be structured like a two-pass compiler
“Budgeting is very much like a two pass compile. So what you want to do is have like a very constrained Thing with, like, the goals that you want, and run everybody through it, and then, like, see how much they burst into tears, and like, where their problems r…”
Ben Horowitz Jan 2, 2019 ▶ 6:35 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019 positive
Insight
Horowitz: Multi-business expansion should only happen after the core business is profitable
“What Amazon is doing, I think, is a lot the right approach, which is, you get, you have one business. And you get it working, and it generates money, and then it can generate enough money for you to add another business, but you don't, like, have one business,…”
Ben Horowitz Jan 2, 2019 ▶ 17:26 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019 neutral
Insight
Horowitz: Startups should prioritize cash flow break-even over profit margins
“You can't over focus on margin, and that's why we talk a lot about like cash flow break even as a big thing, just because it means you don't have to raise money, but margin against incremental revenue is more complicated.”
Ben Horowitz Jan 2, 2019 ▶ 15:41 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019
What-if
Horowitz: Loudcloud wouldn't have survived without accepting a worsening market
“We definitely would not have survived as a company if I hadn't just admitted to myself that things might not get better in the kind of funding environment.”
Ben Horowitz Jan 2, 2019 ▶ 8:37 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019
Insight
Horowitz: CEOs ignore leading indicators of bad news, heeding only good news
“CEOs only listen to leading indicators of good news, never leading indicators of bad news, only lagging indicators of bad news.”
Ben Horowitz Jan 2, 2019 ▶ 7:41 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019 negative
Insight
Horowitz: More capital can lead to a worse vision and bankruptcy
“Keep in mind that more money doesn't necessarily mean bigger and better vision. It can actually mean smaller and worse vision and bankruptcy.”
Ben Horowitz Jan 2, 2019 ▶ 19:04 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019 positive
Opinion
Horowitz: Facebook outpaces rivals because its engineer onboarding and training is superior
“Facebook has maintained very high product velocity. At like a pretty high scale. And I think to me that the thing that they do better than anybody else is onboarding and training of engineers.”
Ben Horowitz Jan 2, 2019 ▶ 18:25 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019
Insight
Horowitz: CEOs must formally re-articulate company strategy at least quarterly
“And what most CEOs do is they never actually kind of fully articulate out the updated strategy. So a very important discipline is to at least once a quarter just take whatever your old strategy is and re-articulate it with all the new things that you've added …”
Ben Horowitz Jan 2, 2019 ▶ 5:53 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019 negative
Insight
Horowitz: Delaying CFO hiring during rapid revenue or headcount growth is dangerous
“I think as soon as you start spending significant money or getting, like, significant revenue, it's, gets to be dangerous not to have a CFO. So, like, if you're increasing headcount at any kind of, like, fast rate, or if you're generating revenue, particularly…”
Ben Horowitz Jan 2, 2019 ▶ 12:14 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019
What-if
Horowitz: Growth planning should start from operational limits, not top-down targets
“If I had to go back and play it again, I would have thought more when I planned growth, starting with, well, what are the limits of my ability to operate this company, and keep communication where it needs to be, and know what people are doing, and so forth.”
Ben Horowitz Jan 2, 2019 ▶ 2:36 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019 positive
Insight
Horowitz: Companies do not control strategy until they generate cash flow
“And the dangerous thing about that is you don't actually own your strategy till you're generating money.”
Ben Horowitz Jan 2, 2019 ▶ 1:17 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019
Insight
Horowitz: Show CEOs the math of their plans instead of arguing
“What happens with most finance people is they back down at that point because they're like, well, fuck, he does know more than I do, even if he's wrong. Whereas going, okay, like, let's just draw out, like, here's all the things you want to do. Like, this is w…”
Ben Horowitz Jan 2, 2019 ▶ 11:20 a16z Podcast | Cash, Growth, and CEO ❤ CFO
Jan 2, 2019
Insight
Horowitz: Operating company executives must prioritize decision speed over decision quality
“So running a company, you try to be more structured in how you do this in some ways in that speed is really important. So if you're running a company, you're kind of, your output is decisions and you rate it on quality and speed. And if you have to make the tr…”
Ben Horowitz Jan 2, 2019 ▶ 8:03 a16z Podcast | Beyond Zero-Sum Thinking in the Game of Tech... and Life
Jan 2, 2019 negative
Opinion
Horowitz: Traditional East Coast compensation models cannot build competitive tech companies
“And certainly, you know, a lot of the systems on the East Coast would never work for tech companies to be kind of world-class competitive.”
Ben Horowitz Jan 2, 2019 ▶ 19:52 a16z Podcast | Beyond Zero-Sum Thinking in the Game of Tech... and Life
Jan 2, 2019 negative
Opinion
Horowitz: 1990s Microsoft suppressed tech innovation far more than modern Big Tech
“If you compare it to the early nineties, when Microsoft was super strong, that was really actually a far bigger suppression of innovation.”
Ben Horowitz Jan 2, 2019 ▶ 33:54 a16z Podcast | Beyond Zero-Sum Thinking in the Game of Tech... and Life
Jan 2, 2019 positive
Assertion Supported
Horowitz: Tech approval ratings reach 80 percent, dwarfing Congress and media
“So if you look at approval ratings of tech. They're incredibly high. Like they're the highest of any industry and like Amazon's approval raising, which is one of the biggest targets is like 80. Whereas Congress is like 20 and the press is like 20.”
Ben Horowitz Jan 2, 2019 ▶ 28:48 a16z Podcast | Beyond Zero-Sum Thinking in the Game of Tech... and Life
Jan 2, 2019 negative
Opinion
Horowitz: The threat of AI superintelligence taking over is highly overblown
“Of the really scary things in technology, I would have that one pretty low on my list. I mean, I think that one, like, I think it's a little bit of a miss, you know, intelligence is a funny word, right? Like what is intelligence? And it's not one dimensional. …”
Ben Horowitz Jan 2, 2019 ▶ 37:39 a16z Podcast | Beyond Zero-Sum Thinking in the Game of Tech... and Life
Jan 2, 2019
Insight
Ben Horowitz: Finding 'side doors' to VCs is an essential founder skill
“Venture capital works very much like that in that you hear people complain a lot, well, I don't know any VCs, so I can't get my company funded. Well, if you're going to be an entrepreneur and build a company, you know, Scrape and get customers and figure out h…”
Ben Horowitz Jan 2, 2019 ▶ 6:10 a16z Podcast | On Mentors and Mentees
Jan 2, 2019 positive
Insight
Horowitz: Hiring for strengths rather than lack of weakness builds great teams
“You hire for the strength, not the lack of weakness. And very few people do that, but it's a huge advantage if you can, because that's how you get greatness. You never get greatness if you look for, like, does the person not have any holes?”
Ben Horowitz Jan 2, 2019 ▶ 25:36 a16z Podcast | On Mentors and Mentees
Jan 2, 2019
Insight
Horowitz: Generic leadership advice does not work for founder-CEOs
“There's no real generic advice that works. You can't say it, you know, it's for that person in that situation based on what they're feeling, and so much of that job is so emotional, and so much of when they screw it up, they're so afraid of the dark place that…”
Ben Horowitz Jan 2, 2019 ▶ 11:42 a16z Podcast | On Mentors and Mentees
Jan 2, 2019
Insight
Horowitz: Untruthfulness is an absolute dealbreaker in professional and mentor relationships
“Under no circumstances do I want to work with somebody who doesn't tell me the truth, like, consistently.”
Ben Horowitz Jan 2, 2019 ▶ 32:28 a16z Podcast | On Mentors and Mentees
Jan 2, 2019
Insight
Horowitz: Mentorship must be bidirectional and non-transactional
“Look, it's a relationship, and it's got to be a relationship where there's value going in both directions, where, you know, you're actually interested in that person, not in what you can get out of them.”
Ben Horowitz Jan 2, 2019 ▶ 15:26 a16z Podcast | On Mentors and Mentees
Jan 2, 2019
Insight
Ben Horowitz: Evaluate investors and hires on crisis response, not good times
“When everything goes great, you don't actually need it. Anybody can be okay, like any investor will be okay, and you know, it's the same with executives. The real question is when things go wrong, and they always go wrong, who's gonna, one, not hide under thei…”
Ben Horowitz Jan 2, 2019 ▶ 12:52 a16z Podcast | Earned Secrets
Jan 2, 2019
Insight
Ben Horowitz: Building a company is inherently unfair and difficult
“Well, like, building a company is not fucking fair. That's not what it's gonna be. It's gonna be unfair. It's gonna be gnarly. It's gonna suck at times.”
Ben Horowitz Jan 2, 2019 ▶ 15:25 a16z Podcast | Earned Secrets
Jan 2, 2019 negative
Insight
Horowitz: Startups built by whiteboarding market gaps almost never succeed
“It's very rare that somebody goes, just like, whiteboards out like a market and goes, oh, this is a good blank space in the market, I'll go build that company. But those almost never work. The ones that work are some kind of earned secret.”
Ben Horowitz Jan 2, 2019 ▶ 8:25 a16z Podcast | Earned Secrets
Jan 2, 2019 negative
Insight
Horowitz: Young founders face network, hiring, and fundraising disadvantages
“I think if you're very young, then you have mostly disadvantages in starting a company in that you don't have that big a network. It's gonna be harder for you to hire really great people. It's gonna be harder for you to raise money.”
Ben Horowitz Jan 2, 2019 ▶ 6:47 a16z Podcast | Earned Secrets
Jan 2, 2019
Insight
Horowitz: Career advice reflects the advisor, not the recipient
“So one of the traps on career advice is when you get it, you're not getting career advice for you. You're getting career advice for the person giving you the advice, and that may not be for you.”
Ben Horowitz Jan 2, 2019 ▶ 3:07 a16z Podcast | Earned Secrets
Jan 2, 2019 bullish
Prediction Not checkable as stated
Horowitz: Computing will expand to 100 devices per person via wearables
“But then, you know, it's kind of gotten to one-to-one where, like, everybody has a smartphone, so everybody's got a computer, and it's going to go to kind of the other way, like one-to-a-hundred, where you've got wearable devices, your car's got lots of comput…”
Ben Horowitz Jan 2, 2019 ▶ 5:54 a16z Podcast | Earned Secrets
Jan 2, 2019
Insight
Horowitz: Great startup ideas stem from solving specific hard problems
“Entrepreneurship is kind of like a mini-scientific discovery, so if you look at the history of science, like, most of the big discoveries weren't looking for what they found. They were trying to solve some hard problem, and then they stumbled into something el…”
Ben Horowitz Jan 2, 2019 ▶ 14:00 a16z Podcast | Earned Secrets
Jan 2, 2019
Insight
Horowitz: Executive partners need constructive tension to challenge each other
“There has to be enough tension in the relationship that you're learning from each other, but not so much tension that you actually hate each other, and that's tricky. Like, if you're too friendly, then you never actually Ask, you know, a hard question to the o…”
Ben Horowitz Jan 2, 2019 ▶ 11:43 a16z Podcast | Earned Secrets
Jan 2, 2019 negative
Insight
Horowitz: Warm VC intros demonstrate essential founder networking skills
“So if you get to the investor through somebody that they trust, that shows them something. Do you have a connect that's like real, that VC trusts, and I would try and go in that way, because that's going to mean something. They're going to take you more seriou…”
Ben Horowitz Jan 2, 2019 ▶ 15:01 a16z Podcast | Earned Secrets
Jan 2, 2019 bullish
Prediction Not checkable as stated
Ben Horowitz identifies AI, crypto, and bio as key future platforms
“And I think some of the things that we think are interesting are, for sure, AI, crypto, computational biology, engineered biology, and then the proliferation of computers as it relates to all of those.”
Ben Horowitz Jan 2, 2019 ▶ 5:21 a16z Podcast | Earned Secrets
Jan 2, 2019 negative
Assertion Not checkable as stated
Horowitz: Building iconic music artists through sequential albums is increasingly rare
“Music is following a similar curve where, yeah, it's much harder to build a great artist than it used to be, you know, with a series of Albums that everybody knows, that's becoming a more rare thing.”
Ben Horowitz Jan 2, 2019 ▶ 24:52 a16z Podcast | New Upstarts in an Old Industry
Jan 2, 2019
Insight
Horowitz: Relying on negotiation formulas prevents active listening and kills deals
“But as soon as you get into a formula or a set of principles or something you can just run, then you're not listening. And that's death in a deal.”
Ben Horowitz Jan 2, 2019 ▶ 29:56 a16z Podcast | New Upstarts in an Old Industry
Jan 2, 2019 negative
Insight
Horowitz: Bringing a hard-nosed CEO mindset home is detrimental to parenting
“That is the one thing that is so dangerous when you're a CEO. You have to be in this mindset that you're making decisions. You're hard-nosed. You have high expectations of everybody. Your standard has to be very high, or it'll slip for everyone. You take that …”
Ben Horowitz Jan 2, 2019 ▶ 20:54 a16z Podcast | New Upstarts in an Old Industry
Jan 2, 2019
Insight
Horowitz: Negotiators must do anything legal and moral to close deals
“Look, I believe in artificial deadlines. I believe in playing one against the other. And I believe that you have to do anything and everything possible short of Immoral or illegal to get the damn deal done.”
Ben Horowitz Jan 2, 2019 ▶ 30:37 a16z Podcast | New Upstarts in an Old Industry
Jan 2, 2019
Insight
Horowitz: Great managerial intelligence combines systems thinking with high people perceptiveness
“Somebody who's that perceptive on people plus a systems thinker is really the, those are the people who are gifted.”
Ben Horowitz Jan 2, 2019 ▶ 27:40 a16z Podcast | Talent, Tech Trends, and Culture -- with Ben, Marc, and Tyler Cowen
Jun 14, 2019
Assertion Supported
Loudcloud raised $120 million at an $820 million post-money valuation
“Ben Horowitz and I spent a bunch of time raising this very large round. We raised a hundred and twenty million dollars at an eight hundred and twenty million dollar post money valuation, right?”
Scott Kupor Jun 14, 2019 ▶ 6:28 How to Raise Money from a Venture Investor
Sep 2, 2019 positive
What-if
Andreessen: Dapper Dan would have built a multi-billion-dollar brand in another life
“In another life, he'd have gone, he'd have a major national global apparel brand by now worth billions of dollars.”
Ben Horowitz Sep 2, 2019 ▶ 1:57 Making Culture, Making Influence -- Dapper Dan in Silicon Valley
Jun 14, 2023
Insight
Horowitz: New executives who spend a month only learning get fired
“I once had an executive came and he had read like the Stephen Covey, Seven Habits, a highly effective people. And he's like, well, what I'm going to do is first I'm going to seek to understand and then be understood. And I'm going to spend like a month, like j…”
Ben Horowitz Jun 14, 2023 ▶ 25:44 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023
Insight
Horowitz: Firing an executive is usually more than half the CEO's fault
“And the actual truth, when you fire somebody, is mistakes were made. If you're being objective, it's always partially your fault, usually more than half your fault, if you're honest.”
Ben Horowitz Jun 14, 2023 ▶ 10:15 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023
Assertion Not checkable as stated
Horowitz withheld a department's equity to force an executive to write reviews
“So he didn't write the review, and I just, I withhold, held all the raises, equity, ups, everything for his organization. I was like, you can't, nobody can get any, everybody else in the company got their equity and their money.”
Ben Horowitz Jun 14, 2023 ▶ 31:43 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023 neutral
Insight
Horowitz: Terminating an executive should never strip them of their dignity
“You have to take his job. You do not have to take his dignity. That's not, that is not necessary. And I think that, that just goes a long way also for the people who are still in the company.”
Ben Horowitz Jun 14, 2023 ▶ 18:20 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023
Insight
Horowitz: New executives will always propose at least one nonsensical task
“And like, what I always find if you ask an executive what they're going to do tomorrow, and they're new, they'll always say at least one thing that makes no fucking sense at all.”
Ben Horowitz Jun 14, 2023 ▶ 23:01 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023 negative
Prediction Not checkable as stated
Horowitz: Hiring an AdWords sales executive for enterprise software always fails
“So like if you go, And hire like an enterprise sales guy who's selling Google AdWords. He's a hundred percent going to fail.”
Ben Horowitz Jun 14, 2023 ▶ 33:39 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023
Insight
Horowitz: Good executive hires can introduce insidious, incompatible micro-cultures
“You know, when executives come in and they are good, sometimes they'll want to bring like a small piece of culture that is just incompatible. And I think that, that can be very insidious if you're not careful.”
Ben Horowitz Jun 14, 2023 ▶ 30:52 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023
Insight
Horowitz: Asking candidates to write a playbook exposes superficial executives
“Tell me what you did at your last company exactly. How was it built? How was it constructed to, okay, now imagine, like, you're here. How would you write this playbook? That'll screw people up if they've not done it, right? Like, if they only saw it It's a ver…”
Ben Horowitz Jun 14, 2023 ▶ 35:36 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023
Insight
Horowitz: CEOs learn executive excellence by interviewing many candidates
“The best way to know is actually to talk to a bunch of CFOs Ask them how they know what's good. What's the difference between a good CFO and a great CFO? How do you know that? How do you interview for that? Like all those kinds of things, that knowledge you on…”
Ben Horowitz Jun 14, 2023 ▶ 39:14 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023
Insight
Horowitz: Effective executives educate the CEO on expanding their function
“If you have somebody who's really doing the job, what you always find as CEO is they're kind of teaching you about how the function should expand, how should it grow, and if you're giving them a lot of ideas, like more ideas than you're getting out, then that'…”
Ben Horowitz Jun 14, 2023 ▶ 3:35 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023
Insight
Horowitz: Context deficiency is the primary cause of executive failure
“And that is like having watched executives fail, that's the number one thing they fail on is they don't have the context.”
Ben Horowitz Jun 14, 2023 ▶ 22:07 Ben Horowitz on Executive Firing (and Hiring)
Jun 14, 2023
Insight
Horowitz: Executives who lose their team's trust must be fired
“The one thing that's always true is if the team doesn't believe in the executive anymore, it doesn't even matter. Like, they can, like, say whatever you want to me, Ali. I still have to fire you because nobody's following you.”
Ben Horowitz Jun 14, 2023 ▶ 5:30 Ben Horowitz on Executive Firing (and Hiring)
Aug 2, 2023 neutral
Insight
Horowitz: AI large language models are more analogous to physics than weapons
“When you think about the responsibilities of AI, I think you know, the model is actually more analogous to physics. Like literally the study of physics itself than the weapon.”
Ben Horowitz Aug 2, 2023 ▶ 1:26:45 Oppenheimer & the Catastrophe of Communism
Aug 2, 2023 positive
What-if
Horowitz: Deploying nuclear energy would have prevented the current climate crisis
“Had we deployed it, we would have sidestepped the whole climate change issue that we're in currently.”
Ben Horowitz Aug 2, 2023 ▶ 1:30:19 Oppenheimer & the Catastrophe of Communism
Aug 2, 2023 negative
Opinion
Horowitz: Opposes Rosenberg executions, favoring long prison terms instead
“I'm not gonna go that far. I think they should have certainly been arrested and thrown in jail for a long, long time, but yes.”
Ben Horowitz Aug 2, 2023 ▶ 55:47 Oppenheimer & the Catastrophe of Communism
Aug 2, 2023 negative
Assertion Not checkable as stated
Horowitz: Scientists absolutely knew COVID-19 originated from a lab leak
“The lab leak was a great example of that. The, you know, people absolutely knew as a lab leak, the scientists absolutely knew as a lab leak, but for the greater good we're going to say it was not.”
Ben Horowitz Aug 2, 2023 ▶ 1:15:41 Oppenheimer & the Catastrophe of Communism
Aug 2, 2023
Assertion Contradicted
Horowitz: Fossil fuels account for 70% of Russia's GDP
“70% of, 70% of GDP in Russia, I believe, is fossil fuels.”
Ben Horowitz Aug 2, 2023 ▶ 1:31:26 Oppenheimer & the Catastrophe of Communism
Sep 25, 2023 neutral
Assertion Not checkable as stated
Horowitz: No large language model has ever decided to do anything
“No LLM has ever decided to do anything.”
Ben Horowitz Sep 25, 2023 ▶ 21:24 AI Food Fights in the Enterprise with Databricks' Ali Ghodsi
Oct 1, 2023 bearish
Insight
Horowitz: Audiences will always prefer human creators over superior AI
“Humans are obsessed with humans. Absolutely fucking, like, totally obsessed with humans. So, like, a cheetah's been able to run faster than a human forever, but we only watch humans run against humans. We never watch cheetahs run. The AI can destroy humans in …”
Ben Horowitz Oct 1, 2023 ▶ 19:15 What is the Future of Hollywood?
Oct 1, 2023 neutral
Assertion Not checkable as stated
Horowitz: AI backing tracks with human lyrics are already mainstream in China
“My understanding is, you know, in China, it's actually, like, a pretty big phenomenon is, like, AI will be the track, but it won't be the lyrics.”
Ben Horowitz Oct 1, 2023 ▶ 18:26 What is the Future of Hollywood?
Oct 1, 2023
Assertion Not checkable as stated
Horowitz: Over 98% of streamed music was released in past 18 months
“I remember speaking to one of the big streaming CEOs on the music side, and I believe over 98% of what's streamed has been released in the last 18 months.”
Ben Horowitz Oct 1, 2023 ▶ 12:57 What is the Future of Hollywood?
Oct 1, 2023 positive
Prediction Not checkable as stated
Horowitz: AI will shift Hollywood economic power from studios to creatives
“The most likely is it's going to shift the economic power from the distributors and the kind of the studios to the creatives in a really major way that probably hasn't happened, you know, since the kind of rise of CAA and the kind of the bargaining power that …”
Ben Horowitz Oct 1, 2023 ▶ 31:22 What is the Future of Hollywood?
Oct 1, 2023 negative
Insight
Horowitz: There are nine billion critics for every creative person today
“Like for every one creative, there are now like nine billion critics.”
Ben Horowitz Oct 1, 2023 ▶ 2:08:27 What is the Future of Hollywood?
Oct 1, 2023 neutral
Prediction Not checkable as stated
Horowitz: AI will serve as creation components before generating full content
“I think that it'll probably show up as a component first. There's a kind of certain kind of genre of rap music where like okay there's a class of beats that are all very fungible like you know rap over the beat and then the thing that is kind of non-fungible i…”
Ben Horowitz Oct 1, 2023 ▶ 18:02 What is the Future of Hollywood?
Oct 1, 2023
Insight
Horowitz: High costs and legal hurdles artificially limit great movies
“You know, there aren't, there should be more great movies. There definitely should, you know, given the talent of humanity, but the bar to make a movie is so high and requires, you know, so much money and so much coordination and lawyers that, that is quite di…”
Ben Horowitz Oct 1, 2023 ▶ 1:25:24 What is the Future of Hollywood?
Oct 21, 2023
Disclosure
Horowitz: Anti-statism means opposing communism and overreach, not government entirely
“When you know, when I say I'm anti-status, I'm really saying I'm anti-communist and anti too much weight on the public sector. At the expense of free markets and basically freedom for the citizens.”
Ben Horowitz Oct 21, 2023 ▶ 45:28 Why It's Time to Be A Techno-Optimist
Oct 21, 2023 positive
Assertion Supported
Horowitz: Data proves nuclear energy is far safer than oil or coal
“And dramatic example of narrative defeating data, because it's very, very obvious from the data that nuclear is far safer than say oil or coal.”
Ben Horowitz Oct 21, 2023 ▶ 10:04 Why It's Time to Be A Techno-Optimist
Oct 21, 2023 positive
Opinion
Horowitz: US political system prevents complete authoritarian consolidation of power
“And that's the greatest thing about our system, I think, is you can't gather enough power to become completely authoritarian in the US.”
Ben Horowitz Oct 21, 2023 ▶ 46:19 Why It's Time to Be A Techno-Optimist
Oct 21, 2023
Insight
Horowitz: Scaling a team requires money because passion alone cannot motivate employees
“If you invent somebody and then you need to hire a bunch of people to work for you, that's where love runs out. They're not all going to join on that.”
Ben Horowitz Oct 21, 2023 ▶ 1:20:43 Why It's Time to Be A Techno-Optimist
Oct 21, 2023 bullish
Assertion Not checkable as stated
Horowitz: SF homeless have better information access than 1980 US President
“And now, you know, the, at least, you know, the kind of poorest people in America, the homeless in San Francisco have better access to information and knowledge than the president of the United States did in, you know, 1980”
Ben Horowitz Oct 21, 2023 ▶ 16:45 Why It's Time to Be A Techno-Optimist
Dec 5, 2023 positive
Opinion
Horowitz: Open-source AI matters more than safety and alignment regulation
“And I think that, you know, that's probably the most important policy question that people are getting caught up in this other question of you know, safety and alignment, but the more important question I think is probably open source and decentralization.”
Ben Horowitz Dec 5, 2023 ▶ 26:17 Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
Dec 5, 2023 negative
Insight
Horowitz: Market size is impossible to evaluate for market-creating startups
“When we evaluate deals, what we always find is like the most impossible thing to evaluate is the size of the market, particularly if the product is gonna create the market.”
Ben Horowitz Dec 5, 2023 ▶ 7:51 Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
Dec 5, 2023 negative
Assertion Not checkable as stated
Horowitz: Regulatory ambiguity enables crypto scammers while hamstringing legitimate entrepreneurs
“And as a result, what happens is, you know, in the lack of clarity, you have these scamsters, casinos, criminals taking advantage of the kind of fuzzy nature of it. And then the real entrepreneurs who are trying to improve the world are kind of hamstrung by th…”
Ben Horowitz Dec 5, 2023 ▶ 1:12:53 Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
Dec 5, 2023
Insight
Horowitz: Abandoning the need for intellectual consistency increases intelligence and effectiveness
“To give up on the need for consistency. Like, once you let go of that, you become much, much smarter, I think which is you know, quite a big quite, quite a big advance in life is to, you know, at that point when you say, you know what, I believed that yesterda…”
Ben Horowitz Dec 5, 2023 ▶ 1:18:20 Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
Dec 5, 2023 positive
Insight
Horowitz: Securing a VC introduction is an early test of entrepreneurship
“Getting the introduction to the VC Is a little bit of a test of entrepreneurship because a big part of being a successful entrepreneur is being able to kind of network your way to the right person.”
Ben Horowitz Dec 5, 2023 ▶ 0:49 Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
Dec 5, 2023 positive
Insight
Horowitz: Networking to VCs is more impressive than a Stanford MBA
“If you can come from sort of outer space and network your way all the way to venture capital, that's also, that's more impressive than if you have a Stanford MBA or something like that.”
Ben Horowitz Dec 5, 2023 ▶ 1:55 Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
Dec 5, 2023 bullish
Prediction Not checkable as stated
Horowitz: AI will let anyone produce high-quality movies within several years
“I do think that that is coming and probably in the relatively short term, I would think in the next several years where anybody with a very interesting creative ideas will be able to basically produce a fantastic, movie, or a song, or a kind of piece of art an…”
Ben Horowitz Dec 5, 2023 ▶ 35:29 Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
Dec 20, 2023 positive
Opinion
Horowitz: Tony Robbins is a top psychologist of the last 50 years
“Probably, you know, one of the great psychologists of the last 50 years and has done just incredible work and helped so many people, and he is, Kind of the person, the number one person that you call if you need to, you know, kind of improve your performance o…”
Ben Horowitz Dec 20, 2023 ▶ 0:23 Tony Robbins on the Future of Health & Longevity
Jan 13, 2024 negative
Assertion Supported
Horowitz: US college tuition growth outpaces general inflation by 2x to 3x
“Tuition rates have grown at two or three times the general inflation rate”
Ben Horowitz Jan 13, 2024 ▶ 44:37 Crisis in Higher Ed & Why Universities Still Matter
Jan 13, 2024 negative
Opinion
Horowitz: College is a scam for a huge percentage of students
“We as a society are running a scam and ripping off a huge percentage of our young people who are going to college with the clear expectation that they're going to get a higher quality job and being able to pay for college. But that's absolutely not the case.”
Ben Horowitz Jan 13, 2024 ▶ 43:09 Crisis in Higher Ed & Why Universities Still Matter
Jan 23, 2024 negative
Opinion
Horowitz: Four-year university degrees make no sense for non-scholars
“And I think that with universities kind of, there's such a huge opening for, you know, different lengths of degrees. So like the four year degree Is really something that doesn't make much sense to me. So to adopt that as like what your degree length is given …”
Ben Horowitz Jan 23, 2024 ▶ 1:10:58 Fixing Higher Education & New Startup Opportunities
Jan 23, 2024 bullish
Opinion
Horowitz: Independent credentialing is the best startup idea in education
“Oh, I think this may be the best startup idea of everything in education”
Ben Horowitz Jan 23, 2024 ▶ 1:24:58 Fixing Higher Education & New Startup Opportunities
Jan 23, 2024 bearish
Opinion
Horowitz: VC backing of traditional four-year university clones is a long shot
“I would probably warn people away from that idea that, that it's the same bundle. Although, you know, like Today is probably the right time to come at that idea. I think from a venture capital standpoint, that is a very long shot.”
Ben Horowitz Jan 23, 2024 ▶ 1:09:57 Fixing Higher Education & New Startup Opportunities
Jan 23, 2024
Assertion Contradicted
Horowitz: Harvard enrolls more Nigerian than African American students
“There are more Nigerians. I believe there's more Nigerians at Harvard than African Americans.”
Ben Horowitz Jan 23, 2024 ▶ 41:11 Fixing Higher Education & New Startup Opportunities
Feb 1, 2024 bullish
Prediction Not checkable as stated
Horowitz: AI will disrupt laptop jobs but cannot replace physical trades
“I think if you're kind of just chinning above the bar and you go to four year college to become part of the laptop class, which was a huge employer that, that set of jobs is kind of under a pretty aggressive attack by technology. Interestingly you know, these …”
Ben Horowitz Feb 1, 2024 ▶ 25:44 The Declining State of Higher Education
Feb 1, 2024 negative
Opinion
Horowitz: University ideology has become an unarguable religious belief system
“I mean, I'm a little skeptical of that because I do think at least, you know, among a pretty big contingent in the university, it's a religion. It's not a it's not a point of view. It's a belief system that requires faith. And which is why it cannot be argued.…”
Ben Horowitz Feb 1, 2024 ▶ 10:57 The Declining State of Higher Education
Feb 1, 2024 negative
Assertion Not checkable as stated
Horowitz: University presidents are only fired due to massive external pressure
“University precedents are generally only fired when there's massive outside pressure. I can't think of one where the internal trustees were like, this is effed up. Let's do something.”
Ben Horowitz Feb 1, 2024 ▶ 1:34:54 The Declining State of Higher Education
Feb 1, 2024 positive
Opinion
Horowitz: Summer internships had greater career impact than university education
“And I have to say the summer internships probably had a much greater impact on my career and my life than the university.”
Ben Horowitz Feb 1, 2024 ▶ 41:42 The Declining State of Higher Education
Feb 1, 2024 negative
Insight
Horowitz: Trade school is not a path to becoming a billionaire or world leader
“So I think that if your ambition is to be a world leader or like a billionaire or something like that, that is really not a good path trade school. I don't think for those kinds of ambitions.”
Ben Horowitz Feb 1, 2024 ▶ 33:25 The Declining State of Higher Education
Feb 1, 2024 positive
Disclosure
Horowitz: a16z encourages dropping college degree requirements in its hiring
“In our own hiring process, we encourage people not to have those kinds of requirements because, you know, like people can become extremely smart without ever going to college and very skilled, you know, particularly in computer science.”
Ben Horowitz Feb 1, 2024 ▶ 29:38 The Declining State of Higher Education
Feb 1, 2024 neutral
Insight
Horowitz: University Reform Requires Systemic Overhaul, Not Just Good Leadership
“If you wanted to change it and you were hiring the president, you would want a president who was capable of basically tearing down and redesigning the entire system because it's not just good leadership that, that will not get it done.”
Ben Horowitz Feb 1, 2024 ▶ 1:36:33 The Declining State of Higher Education
Mar 5, 2024 neutral
Opinion
Horowitz: 90% of prison inmates are followers, not psychopaths
“Almost everybody there, easy 90% of them, are betas. I said, what do you mean betas? He's like, they're just guys who, like, literally were following their idiot friend, committed a crime, and ended up in jail for a long time. And, so, they're very shapeable p…”
Ben Horowitz Mar 5, 2024 ▶ 13:19 The Next Generation of Leadership: A Conversation with Governor Wes Moore
Apr 2, 2024 negative
Insight
Horowitz: Tech lobbying failed due to arrogance and Democratic partisanship
“I think there are like a few kind of important issues around that. One is, you know, really arrogance in that I think, you know, we in tech and a lot of the people who went in are like, oh, we're the good guys. We're for the good and everybody will love us whe…”
Ben Horowitz Apr 2, 2024 ▶ 19:24 Politics & the Future of Tech
Apr 2, 2024 negative
Assertion Not checkable as stated
Horowitz: Warren Buffett was wrong on stock option accounting reform
“Actually the one issue we were united on was the stock option accounting, which you know, interestingly, and we were against Warren Buffett and, you know, Warren Buffett was absolutely wrong on it and won. And it's actually very much strengthened tech monopoli…”
Ben Horowitz Apr 2, 2024 ▶ 13:28 Politics & the Future of Tech
Apr 2, 2024 negative
Opinion
Horowitz: Apple aggressively abuses smartphone monopoly with 30% App Store fee
“I think that's happened on the smartphone now. You know, particularly with Apple, I think the kind of the Epic case and the Spotify cases are really great examples of that where, you know, I am fielding, you know, a product that's competitive with Spotify and …”
Ben Horowitz Apr 2, 2024 ▶ 24:49 Politics & the Future of Tech
Apr 2, 2024 positive
Disclosure
Horowitz: a16z supports regulation in crypto, drug development, and finance
“We're, you know, in representing little tech, we're not a pure libertarian, anti-regulatory kind of You know, force here. We think we need regulation in places. We certainly need it in drug development. We certainly need regulation in crypto and financial serv…”
Ben Horowitz Apr 2, 2024 ▶ 26:52 Politics & the Future of Tech
Apr 24, 2024 positive
Insight
Horowitz: Government advance procurement is the best tech policy model
“The model that seems to work the best in the U S anyway, is the model we used in the space program which kind of created the chip industry, which was okay. If you can build this chip, then we will become a giant customer. And that's sort of what they did with …”
Ben Horowitz Apr 24, 2024 ▶ 2:10 Startup Building: Major Shifts in Tech & Culture
May 2, 2024 positive
Assertion Not checkable as stated
Horowitz: Early Facebook growth success hinged on low team turnover
“One of the keys to Facebook at the time's growth team was that they had the exact, not just that they had a growth team, but they had the exact same people on it for years and years and years. The reason was the work they were doing was fairly alchemistic in n…”
Ben Horowitz May 2, 2024 ▶ 3:21 Startup Building: Challenges & Opportunities
May 2, 2024 positive
Insight
Horowitz: Executing a fixed plan is more effective remotely than in-office
“Like you have a plan. Now let's go execute it. And we're all executing to the plan, and we're not really planning to change the plan much. That can be done more effectively, probably remotely than putting everybody in the same office, because you're not, you k…”
Ben Horowitz May 2, 2024 ▶ 7:45 Startup Building: Challenges & Opportunities
May 2, 2024 neutral
Insight
Horowitz: Employee implicit memory far exceeds stored knowledge in corporate systems
“Historically companies have been pretty bad at kind of retaining knowledge systematically. So like there's what's in your people's heads and then there's, you know, what's in your systems and the kind of former is much bigger than the latter in terms of just a…”
Ben Horowitz May 2, 2024 ▶ 2:41 Startup Building: Challenges & Opportunities
May 9, 2024 neutral
Opinion
Horowitz: Only researchers can tell top AI models apart
“I think if you look at the very top models you know, Claude and OpenAI and Mistral and Lama The only people who I feel like really can tell the difference as users amongst those models are the people who study them. You know, like they're getting pretty close.”
Ben Horowitz May 9, 2024 ▶ 6:24 Build Your Startup With AI
May 9, 2024 negative
Prediction Not checkable as stated
Horowitz: Misguided AI regulation will cede US leadership to China
“With kind of misguided regulation You know, we could actually force our way from something that, you know, is open source, open weights. Anybody can build it. We'll have a plethora of this technology. We'll be like, use all of American innovation to compete, o…”
Ben Horowitz May 9, 2024 ▶ 1:11:01 Build Your Startup With AI
May 9, 2024 bearish
Prediction Not checkable as stated
Horowitz: AI sector will eventually experience overbuild of chips and power
“There will be over build out, you know, potentially of eventually of chips and power and that kind of thing.”
Ben Horowitz May 9, 2024 ▶ 1:02:03 Build Your Startup With AI
May 9, 2024 positive
Disclosure
Horowitz: a16z raised $7.2B and created LP AI assistant
“So we just raised 7.2 billion dollars. And it's not a huge deal, but we took our data And we put it into an AI system, and our LPs were able, there's a million questions investors have about everything we've done, our track record, every company we've invested…”
Ben Horowitz May 9, 2024 ▶ 46:12 Build Your Startup With AI
May 9, 2024 bullish
Prediction Not checkable as stated
Horowitz: AI models will get 100x better at factual accuracy
“Well, that I think is for sure going to get a hundred times better like that. I mean, they're on a path for that.”
Ben Horowitz May 9, 2024 ▶ 7:34 Build Your Startup With AI
May 9, 2024 bearish
Prediction Not checkable as stated
Horowitz: AI boom will cause massive investor losses and chip gluts
“Something like that's probably pretty likely to happen in AI where like, you know, every company is going to get funded. We don't need that many AI companies. So a lot of them are going to bust. There's going to be a huge, you know, Huge investor losses. There…”
Ben Horowitz May 9, 2024 ▶ 1:08:57 Build Your Startup With AI
May 13, 2024 bearish
Prediction Not checkable as stated
Horowitz: AI Will Suffer Infrastructure Overbuilds in Boom-and-Bust Cycle
“And that doesn't mean there's no like boom and bust and all that, because that's just the nature of technology. You know, people get too excited and then they get too depressed. So there'll be some of that, I'm sure. There'll be over build outs, you know, pote…”
Ben Horowitz May 13, 2024 ▶ 4:00 Ben Horowitz & Marc Andreessen Compare the AI Boom Vs. Internet Boom
May 16, 2024
Insight
Horowitz: Hardware startups cannot operate with typical Silicon Valley perks
“You can't just, you know, build things, you know, fat and happy the Silicon Valley way. You can't have, you know, like you can't focus on free lunches and organic juice and all that stuff. You really have to focus on cost.”
Ben Horowitz May 16, 2024 ▶ 41:57 AI, Robotics & the Future of Manufacturing
May 16, 2024 negative
Insight
Horowitz: Public boards should prioritize major equity owners over professional directors
“And as a shareholder, I'd rather have somebody on the board who owns a lot of the company and has skin in the game with me and is representing me than somebody who owns no shares. And it's like literally a professional board member that, you know, sits on eigh…”
Ben Horowitz May 16, 2024 ▶ 29:55 AI, Robotics & the Future of Manufacturing
May 16, 2024
Opinion
Horowitz: Hardware startups require far better CFOs than software companies
“You need a way better CFO if you're building a hardware company.”
Ben Horowitz May 16, 2024 ▶ 38:18 AI, Robotics & the Future of Manufacturing
May 16, 2024
Insight
Horowitz: Hardware CEOs must be world-class fundraisers to survive cash valleys
“The CEO has to be, as one of the things that they do, has to be like a world-class fundraiser. Like, they can't be, you can't be, you know, like, I don't like to raise money. You know, like, look, we have a lot of software CEOs who are like, I don't like to ra…”
Ben Horowitz May 16, 2024 ▶ 40:39 AI, Robotics & the Future of Manufacturing
May 16, 2024 negative
Insight
Horowitz: Promoting an operational 'number two' to CEO is a trap
“The problem with that model is when you get to succession, that person does not have the qualifications to run it. And, you know, like people, it's hard to get people who are good at running the company enthusiastic about working for a person like that, becaus…”
Ben Horowitz May 16, 2024 ▶ 23:04 AI, Robotics & the Future of Manufacturing
May 16, 2024
Disclosure
Horowitz: Nearly all a16z hardware investments required follow-on rescue funding
“I don't think that we've done anything in hardware where that hasn't been the case. I mean, the one was Oculus, but Oculus got, you know, they sold relatively early to meta.”
Ben Horowitz May 16, 2024 ▶ 48:39 AI, Robotics & the Future of Manufacturing
May 16, 2024 negative
Disclosure
Horowitz: Venture firms are better off avoiding public company board seats
“It's actually the only reason that I ever end up on public boards because, you know, like as a venture capital firm, we're kind of better off not being on the public board. But what keeps happening to me is the CEO will go, But then we kind of need you because…”
Ben Horowitz May 16, 2024 ▶ 28:57 AI, Robotics & the Future of Manufacturing
May 20, 2024 negative
Opinion
Horowitz: Excusing October 7th violence reflects a return to tribal morality
“You can kind of see some of that tribalism coming back. Back in America where people like, well, you know, it's kind of a race. Well, we see it a lot right now in the Israel-Palestinian conflict where they think there's a certain set of people that say, oh, Oc…”
Ben Horowitz May 20, 2024 ▶ 31:11 The Future of the American Dream
May 20, 2024 positive
Insight
Ben Horowitz: Property rights were the original foundation of American freedom
“The original inalienable right was to the pursuit of property right? Not the pursuit of happiness. And that just sounded a little too capitalistic, but I think property is more accurate because it's an expression of freedom.”
Ben Horowitz May 20, 2024 ▶ 11:55 The Future of the American Dream
May 20, 2024 positive
Prediction Not checkable as stated
Horowitz: Attending school to learn will be obsolete by 2030
“I don't know why you have to go to school to learn anything, you know, in 2030. Like, that's not gonna be true. So, like, I think education's gonna reemerge much better than it's ever been.”
Ben Horowitz May 20, 2024 ▶ 54:52 The Future of the American Dream
May 20, 2024 negative
Opinion
Horowitz: Environmental reviews act as corrupt fee extractions blocking housing construction
“I don't know who requires the environmental study, but the environmental study turns out to be a real corruption in the sense that Whether or not they're doing the study, whether or not they find anything, they're going to kind of slow down the project and pot…”
Ben Horowitz May 20, 2024 ▶ 47:48 The Future of the American Dream
Jun 28, 2024 bullish
Insight
Horowitz: Ideas experts dismiss as scams are almost always worth studying
“If somebody's super dismissive about something, that's a great thing to study, because it's almost surely not a dead zero, right? Like, it may not work, but there's no way it's as bad as they're, you know, saying it. If somebody says something is like A scam, …”
Ben Horowitz Jun 28, 2024 ▶ 1:38:18 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
Jun 28, 2024
Assertion Not checkable as stated
Horowitz: Most a16z founders come from middle-class or refugee backgrounds
“Almost none of the successful entrepreneurs we work with is that the case for. They all come from, you know, somewhere between like refugee and middle-class backgrounds.”
Ben Horowitz Jun 28, 2024 ▶ 1:39 Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
Jul 16, 2024
Disclosure
Andreessen: Ben Horowitz and I had a three-hour dinner with Donald Trump
“Ben and I had dinner with the former president 10 days ago at Bedminster his golf club in New Jersey and had a three hour dinner.”
Marc Andreessen Jul 16, 2024 ▶ 1:21:36 Trump Vs. Biden: Tech Policy
Jul 16, 2024 negative
Assertion Not checkable as stated
Horowitz: Nobody has built AI technology that is on the way to sentience
“Nobody has built anything anywhere that's on the way to sentience”
Ben Horowitz Jul 16, 2024 ▶ 55:47 Trump Vs. Biden: Tech Policy
Jul 16, 2024
Disclosure
Horowitz: a16z donates heavily to both Democratic and Republican parties
“And on that agenda we're pretty bipartisan in that we've donated a lot of money to both sides of the aisle.”
Ben Horowitz Jul 16, 2024 ▶ 2:55 Trump Vs. Biden: Tech Policy
Jul 16, 2024
Disclosure
Horowitz: a16z met with Trump and White House, but Biden declined
“Mark mentioned we met with President Trump. We did meet with White House, many White House officials including Jeff Zeitz, the Chief of Staff and Jake Sullivan, the National Security Advisor, Gina Raimondo, the Commerce Secretary, and so forth. We have not met…”
Ben Horowitz Jul 16, 2024 ▶ 2:16 Trump Vs. Biden: Tech Policy
Jul 16, 2024 negative
Opinion
Horowitz: A radical faction controls the Biden administration's tech policies
“These policies are from kind of the radical side, which is, you know, like it's a significant side of the Biden administration but it is, it's a powerful side, and they really are in charge I would say, you know, kind of much more than the moderates.”
Ben Horowitz Jul 16, 2024 ▶ 1:18:16 Trump Vs. Biden: Tech Policy
Oct 22, 2024 neutral
Disclosure
Andreessen and Horowitz disclaim any financial stake in GOAT meme coin
“A-sixteen Z, Ben and I have nothing to do with it. We are not investors. We were not involved in creating it. We have no role in it. We own none of it. We have no economics in it. We are completely unrelated to it.”
Marc Andreessen Oct 22, 2024 ▶ 2:13 Truth Terminal - The AI Bot That Became a Crypto Millionaire
Oct 29, 2024
Prediction Not checkable as stated
Horowitz: Next-gen military technology will include autonomous soldiers and robotic weapons
“And then, of course, we've seen you know, this also, it's very, very important geopolitically because the kind of next generation of weapons and you know, drones and autonomous aircraft, autonomous submarines, and so forth are all kinds of, some kind of robot.…”
Ben Horowitz Oct 29, 2024 ▶ 3:44 AI, Robotics & the New Global Arms Race
Oct 29, 2024 bullish
Prediction Not checkable as stated
Horowitz: AI software will unlock unprecedented robotics capabilities in five years
“And so we're at like a really, I would say important part the software side over the next five years, where all kinds of things are going to be possible that haven't been today.”
Ben Horowitz Oct 29, 2024 ▶ 3:32 AI, Robotics & the New Global Arms Race
Nov 5, 2024 negative
Assertion Not checkable as stated
Horowitz: AI Startups Face Bottlenecks in GPUs, Power, and Cooling
“Right, which is like, and then once they get the chips, we're not gonna have enough power, and once we have the power, we're not gonna have enough cooling, and so, so, so, so there are many, many steps.”
Ben Horowitz Nov 5, 2024 ▶ 21:53 Marc & Ben on AI Policy, Safety, Censorship & Unexpected Risks
Nov 5, 2024 negative
Opinion
Horowitz: AI ethics movement has morphed into speech control
“You have this offshoot of AI ethics, which is really kind of morphed into speech control.”
Ben Horowitz Nov 5, 2024 ▶ 5:31 Marc & Ben on AI Policy, Safety, Censorship & Unexpected Risks
Nov 5, 2024 positive
Assertion Not checkable as stated
Horowitz: Lawmakers are learning about AI faster than crypto
“I think the good news is the education curve on AI is on a much faster ramp than it was on crypto which is nice. People are just now understanding blockchain and crypto issues.”
Ben Horowitz Nov 5, 2024 ▶ 8:30 Marc & Ben on AI Policy, Safety, Censorship & Unexpected Risks
Nov 5, 2024 bullish
Prediction Not checkable as stated
Horowitz: AI Leadership Will Determine World Economic and Military Dominance
“The leader in AI is very likely getting to be the economic leader in the world, the military leader in the world, the cultural leader in the world”
Ben Horowitz Nov 5, 2024 ▶ 42:55 Marc & Ben on AI Policy, Safety, Censorship & Unexpected Risks
Nov 12, 2024 negative
Assertion Contradicted
Horowitz: Grand theft auto is no longer a felony in major cities
“Grand Theft Auto, Is not actually a crime in any major city anymore, unless like it's a crime if it's, you know, some huge auto ring, but like if it's just stealing a car, like if I steal a car and I just like ride it around, smash it into the wall or whatever…”
Ben Horowitz Nov 12, 2024 ▶ 15:37 Trump is About to Change Everything For Tech Startups
Nov 12, 2024 negative
Disclosure
Horowitz: Dozens of a16z portfolio companies were debanked under Choke Point 2.0
“And we had, you know, dozens of companies kicked out of the banking system simply for In a very legally compliant way trying to build a company, you know, that would, you know, employ people and, you know, make the country strong.”
Ben Horowitz Nov 12, 2024 ▶ 8:31 Trump is About to Change Everything For Tech Startups
Nov 12, 2024 negative
Assertion Contradicted
Horowitz: Amish voted Trump because Biden administration raided raw milk farms
“The Amish decided to come out and vote for Trump because the Biden administration, and this is so wild, like, raided their farms because they were selling unpasteurized milk.”
Ben Horowitz Nov 12, 2024 ▶ 15:07 Trump is About to Change Everything For Tech Startups
Nov 12, 2024 negative
Assertion Supported
Horowitz: China sanctioned supply chain component delivery to US drone maker Skydio
“China just you know, put a sanction on getting kind of supplies to Skydio, which is the leading U.S. Drone company.”
Ben Horowitz Nov 12, 2024 ▶ 58:08 Trump is About to Change Everything For Tech Startups
Nov 12, 2024 negative
Opinion
Horowitz: Regulators targeted compliant crypto firms while ignoring fraudulent meme coins
“One of the really remarkable things about the whole crypto crackdown was, you know, the claim, the lie, and it was clearly a lie, and I'll explain why, was that, oh, we have to protect consumers. But as they were, you know, basically terrorizing every complian…”
Ben Horowitz Nov 12, 2024 ▶ 13:38 Trump is About to Change Everything For Tech Startups
Nov 12, 2024 negative
Assertion Contradicted
Horowitz: Major tech and pharma CEOs couldn't get Biden administration meetings
“It's like every major, you talk to any major tech CEO of the biggest companies in the world of the, you know the biggest pharma companies in the world, none of them could get meetings with this administration.”
Ben Horowitz Nov 12, 2024 ▶ 54:09 Trump is About to Change Everything For Tech Startups
Nov 18, 2024 positive
Assertion Partly supported
Horowitz: Responding LVMPD officers receive live drone feeds on their phones
“When that drone is up, every police officer who's responding has that feed on their phone.”
Ben Horowitz Nov 18, 2024 ▶ 44:25 Las Vegas is Becoming the SAFEST City in America
Nov 18, 2024 positive
Assertion Supported
Chief Gennaro: Ben and Felicia Horowitz funded LVMPD 911 call terminals
“And that's something that, you know, you and Felicia did, you came in and you bought all those nine one call terminals for us.”
Chief Mike Gennaro Nov 18, 2024 ▶ 27:08 Las Vegas is Becoming the SAFEST City in America
Nov 18, 2024 positive
Disclosure
Horowitz: Donating to Las Vegas police aims to build safest US city
“There's been a little controversy lately about donations that I've made to the police department, and it's really a collaboration. You know, we've been working together to kind of make Las Vegas both kind of the safest city in America and the best police, the …”
Ben Horowitz Nov 18, 2024 ▶ 0:45 Las Vegas is Becoming the SAFEST City in America
Nov 18, 2024 negative
Insight
Horowitz: Better intelligence technology, not fewer officers, improves policing
“The worst solution is less police. The right solution is better intelligence, you know, which gets you better policing.”
Ben Horowitz Nov 18, 2024 ▶ 36:54 Las Vegas is Becoming the SAFEST City in America
Nov 18, 2024 bullish
Prediction Not checkable as stated
Horowitz: We will continue funding police tech despite TechCrunch criticism
“And to Margot at TechCrunch you can write what you want about me, you can say what you will about us, but we're not going to stop, so sorry.”
Ben Horowitz Nov 18, 2024 ▶ 1:13:48 Las Vegas is Becoming the SAFEST City in America
Jan 31, 2025 positive
Assertion Not checkable as stated
Horowitz: Evaluating people by character makes a16z 'a lot of money'
“Look, I'll tell you why we do what we do at the firm. Because it makes me a lot of money, because I get the best talent.”
Ben Horowitz Jan 31, 2025 ▶ 1:07:01 Ben Horowitz in Conversation w/ Dr. Clarence B. Jones, MLK's Advisor and Speechwriter
Apr 29, 2025
Assertion Not checkable as stated
Horowitz: LPs conducted 30-35 reference calls for a16z's first fund
“These RLPs did like. 30 or 35 reference calls on, you know, both me and Mark on like every single one of them did.”
Ben Horowitz Apr 29, 2025 ▶ 19:31 How Andreessen Horowitz Disrupted VC & What’s Coming Next
Apr 29, 2025
Disclosure
Horowitz: a16z founders took zero management pay from $300M Fund 1
“We rather than paying the partners a lot of money or in our case, we didn't pay ourselves any money. What if we took all that money? Cause it was a lot of money. Cause, you know, we're like, even on a three hundred million dollar fund, it was a really a lot of…”
Ben Horowitz Apr 29, 2025 ▶ 10:41 How Andreessen Horowitz Disrupted VC & What’s Coming Next
Apr 29, 2025
Assertion Not checkable as stated
Horowitz: a16z Fund I required both co-founders under a key-man clause
“I think we're the only firm in Silicon Valley who has this. We have A two person key man thing where like so normally if like you know, as long as one person is intact, you know, the fund is, you know, there's no vote on the fund or whether the fund continues,…”
Ben Horowitz Apr 29, 2025 ▶ 19:48 How Andreessen Horowitz Disrupted VC & What’s Coming Next
Apr 29, 2025 neutral
Insight
Ben Horowitz: Selecting investments is only a small part of VC success
“The great thing about venture capital is picking is a small part of the game. It's who gets to pick is as important.”
Ben Horowitz Apr 29, 2025 ▶ 1:25:10 How Andreessen Horowitz Disrupted VC & What’s Coming Next
Apr 29, 2025
Insight
Horowitz: Building a small boutique company takes as much effort as a giant
“So the thing that Mark and I knew from like our experience in starting companies was It is just as hard to start a small boutique thing that means nothing in the world and build it as it is to build the world-dominating monster. Like it's no more amount of wor…”
Ben Horowitz Apr 29, 2025 ▶ 12:49 How Andreessen Horowitz Disrupted VC & What’s Coming Next
Apr 29, 2025 positive
Insight
Horowitz: Building products impacts the world more than political activism
“Maybe the single best thing that you can do to improve the world is to build a company that, you know, Deliver some product or something that, that improves the world. Like that is actually, that's the thing. It's actually better than has a better impact than …”
Ben Horowitz Apr 29, 2025 ▶ 38:51 How Andreessen Horowitz Disrupted VC & What’s Coming Next
Apr 29, 2025
Assertion Not checkable as stated
Horowitz: I am the CEO of a16z; Andreessen collaborates on strategy
“We're co-founders and we work very, very closely together on the strategy and the direction of the firm, but like the CEO position is a chain of command position and, you know, to, you know, that's me. I'm the CEO of the firm in that sense. You know, Mark does…”
Ben Horowitz Apr 29, 2025 ▶ 21:47 How Andreessen Horowitz Disrupted VC & What’s Coming Next
Apr 29, 2025 positive
Opinion
Horowitz: Chris Dixon was a far better investor than Andreessen or Horowitz
“And one of the things Mark and I recognized early was Chris Dixon was a far better investor than either of us.”
Ben Horowitz Apr 29, 2025 ▶ 55:34 How Andreessen Horowitz Disrupted VC & What’s Coming Next
May 28, 2025 neutral
Disclosure
Ben Horowitz reveals early a16z rejected founders who yielded to their ideas
“One of the things that, that Mark and I used to do a lot in the early days was Basically try and convince the entrepreneur to do what we wanted. And then if they did that, we would not invest because they didn't, you know, they're coming in with their beliefs.”
Ben Horowitz May 28, 2025 ▶ 1:02:41 Rick Rubin: Vibe Coding is the Punk Rock of Software
Jun 12, 2025 negative
Opinion
Horowitz: Legacy real estate software treats humans as building attributes
“No other system, I mean, we started with the other systems and they're just, like, they're ridiculous by nature, or, you know, in terms of, they don't even, you know, people are an attribute of a building.”
Ben Horowitz Jun 12, 2025 ▶ 55:37 Adam Neumann: This is How You Build Iconic Companies
Jun 12, 2025 bullish
Opinion
Ben Horowitz: Adam Neumann is top two in the world at what he does
“He was clearly, like, clearly, clearly, clearly, like, as Mark said, you know, top two in one thing. There's just very few people on Earth that are top two in anything.”
Ben Horowitz Jun 12, 2025 ▶ 27:38 Adam Neumann: This is How You Build Iconic Companies
Jun 12, 2025 positive
Assertion Not checkable as stated
Horowitz: Flow residents are building businesses entirely within their buildings
“There are people, many people who all of their clients for their business live in the building that they live in.”
Ben Horowitz Jun 12, 2025 ▶ 54:57 Adam Neumann: This is How You Build Iconic Companies
Jun 12, 2025 bullish
Assertion Not checkable as stated
Horowitz: Flow achieves unprecedented returns and higher rents on identical spaces
“The thesis of the value of the community, the technology everything that Adam's talked about, the design. Is proven out like before, you know, the product is maybe five percent done but it's already able to kind of generate, you know, kind of much higher deman…”
Ben Horowitz Jun 12, 2025 ▶ 50:12 Adam Neumann: This is How You Build Iconic Companies
Jun 12, 2025 positive
Assertion Not checkable as stated
Horowitz: Flow software toggles property types with a button press
“The other kind of capability of the software that's amazing is because it's so flexible. Yes, this could be Multifamily living, or this could be condos, or this could be a hotel, or this could be office space, and it can change literally with the press of a bu…”
Ben Horowitz Jun 12, 2025 ▶ 56:27 Adam Neumann: This is How You Build Iconic Companies
Jun 12, 2025 positive
Insight
Horowitz: Venture investing should focus on world-class strengths, not weaknesses
“Philosophically, very kind of early on in the firm, always felt that what we're looking for is great strength. And like every person has a weakness or has weaknesses. And some of them show up in like crazy ways. But that doesn't even matter because everybody's…”
Ben Horowitz Jun 12, 2025 ▶ 27:06 Adam Neumann: This is How You Build Iconic Companies
Jun 12, 2025 neutral
Insight
Ben Horowitz: The margin between massive success and total failure is extremely thin
“Anybody who's ever had a great success knows that the margin between that and a total failure is very, very thin. And the bigger the success, the thinner the margin.”
Ben Horowitz Jun 12, 2025 ▶ 26:44 Adam Neumann: This is How You Build Iconic Companies
Jun 23, 2025 bullish
Assertion Not checkable as stated
Horowitz: AI agents must use crypto because credit cards require human identity
“And they can get credit cards. You have to be a human being to get a credit card. So the only way they can make money, spend money is with crypto.”
Ben Horowitz Jun 23, 2025 ▶ 37:15 Founders, Media, & Memes: a16z’s Strategy for the Future | a16z LP Summit 2025
Jun 23, 2025
Assertion Not checkable as stated
Ben Horowitz personally teaches a 1-hour orientation for every new a16z employee
“When you come to new employee orientation you'll find that, like, I teach every single one. For an hour. Nobody joins a firm without hearing from me about what the culture is for an hour.”
Ben Horowitz Jun 23, 2025 ▶ 27:45 Founders, Media, & Memes: a16z’s Strategy for the Future | a16z LP Summit 2025
Jul 14, 2025 positive
Disclosure
Levie: Box scaled aggressively using Ben Horowitz's 'Fat Startup' playbook
“And we let's just say we very much took that to heart. And we basically like deployed every single lesson. Which was, like, the name of the game is you get big fast, you scale aggressively, and that was a very important kind of period in our company's journey.”
Aaron Levie Jul 14, 2025 ▶ 1:19 Aaron Levie on AI's Enterprise Adoption
Jul 25, 2025
Assertion Partly supported
Horowitz: Early AIDS transmission was almost entirely gay sex and IV drugs
“It was spread like 98% or 95% through gay sex, and, you know, the rest through intravenous drug use, and almost none, it turns out, through heterosexual sex.”
Ben Horowitz Jul 25, 2025 ▶ 46:58 Marc & Ben on the Collapse of Traditional Media - Podcasts, Politics & the New Media Playbook
Jul 25, 2025 negative
Insight
Horowitz: Founders should avoid political involvement unless strictly necessary
“Politics would be the number one thing I would say don't try at home in that it's so, it's almost always, you know, and I'm saying this as a kind of firm that's gotten very involved in politics but it was, unless it's necessary It's very tough.”
Ben Horowitz Jul 25, 2025 ▶ 1:36:05 Marc & Ben on the Collapse of Traditional Media - Podcasts, Politics & the New Media Playbook
Jul 25, 2025 positive
Opinion
Horowitz: Gavin Newsom's podcast takes the correct approach to political communication
“Gavin Newsom has done a pretty good job of that. I mean, you can argue to do whatever you want about Gavin Newsom and his evolving views. But his podcast is kind of in the correct direction.”
Ben Horowitz Jul 25, 2025 ▶ 1:25:38 Marc & Ben on the Collapse of Traditional Media - Podcasts, Politics & the New Media Playbook
Jul 25, 2025 positive
Opinion
Horowitz: Top podcasters approach interviews with curiosity, not partisan agendas
“The big, big podcasters are regular people who aren't coming in with strong partisan points of view. They're coming in wanting to learn. And so as a result, like they are actually open to arguments on both sides”
Ben Horowitz Jul 25, 2025 ▶ 1:22:28 Marc & Ben on the Collapse of Traditional Media - Podcasts, Politics & the New Media Playbook
Jul 25, 2025 negative
Insight
Horowitz: Relying on the press for a company's main narrative is dangerous
“I would never, like, I think there's no reason to like tell your primary story through the press. I think that's very dangerous.”
Ben Horowitz Jul 25, 2025 ▶ 1:35:36 Marc & Ben on the Collapse of Traditional Media - Podcasts, Politics & the New Media Playbook
Aug 23, 2025
Insight
Horowitz: VC firms without strong culture fail at generational handoffs
“If you just have a couple of smart investors but no culture to speak of Then you're probably not going to do a great generational handoff, and, you know, that's probably 10 years. It's a kind of, 10 years is a pretty good run for investors”
Ben Horowitz Aug 23, 2025 ▶ 0:31 Ben Horowitz Shares the a16z Origin Story & Plans for the Future
Aug 23, 2025 bearish
Opinion
Horowitz argues the venture studio model is fundamentally flawed for founders
“With the studio model, the, to me, the big problem with that historically and, you know, I think Bill Gross was probably the greatest practitioner of that historically is that it's not idea. It's an idea maze. And so and it's very hard to run through the idea …”
Ben Horowitz Aug 23, 2025 ▶ 17:07 Ben Horowitz Shares the a16z Origin Story & Plans for the Future
Aug 23, 2025 bullish
Insight
Horowitz says Paul Graham's Y Combinator succeeded by requiring founder-owned ideas
“And I thought Paul's genius was the ideas weren't his. And that's was the difference between an incubator and an accelerator. And that I think, you know, just proved to be the right model. And the reason it's the right model is because whoever's building the c…”
Ben Horowitz Aug 23, 2025 ▶ 17:49 Ben Horowitz Shares the a16z Origin Story & Plans for the Future
Oct 8, 2025 positive
Disclosure
Ben Horowitz frequently consults AI models on management decisions
“Well, no, as somebody runs an organization, I ask the AI a lot of questions about what I should do. It comes up with some pretty interesting answers.”
Ben Horowitz Oct 8, 2025 ▶ 3:08 Sam Altman on Sora, Energy, and Building an AI Empire
Oct 15, 2025 positive
Opinion
Horowitz admits he would do a much worse job running Databricks
“I always rate CEOs. It's like, okay, if I was running that company, would I do a better job or a worse job? And with Databricks, I do a way fucking worse job.”
Ben Horowitz Oct 15, 2025 ▶ 3:13 Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
Oct 15, 2025 negative
Insight
Horowitz: Disparate product architectures in M&A ruin sales efficiency
“If you've got multiple product architectures, that's gonna mean multiple SE forces, multiple post sales things, and your entire sales efficiency is gonna go through the floor.”
Ben Horowitz Oct 15, 2025 ▶ 37:11 Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
Oct 15, 2025
Insight
Horowitz: Big company partnerships fail without massive financial commitments
“Look, you got to get them to put enough, they're such a big company that they're going to lose interest many times. So if you don't have them write you such a big check that somebody in there is going to get fired if it doesn't go well, you're, it doesn't matt…”
Ben Horowitz Oct 15, 2025 ▶ 28:58 Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
Oct 15, 2025
Insight
Horowitz: Engineering comprehension is a poor criterion for hiring sales leaders
“That's probably the number one mistake is you just go, okay, well, like I'm an engineer, so I want a sales guy who can talk to me and understands engineering, and that's like, well, that's not a really good criteria for sales.”
Ben Horowitz Oct 15, 2025 ▶ 9:06 Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
Oct 15, 2025 negative
Opinion
Horowitz: Databricks CEO Ali Ghodsi's competitors are pseudo-technologists
“He is a real technologist, like not a, you know, pseudo technologist like his competitors.”
Ben Horowitz Oct 15, 2025 ▶ 3:30 Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
Oct 15, 2025
Insight
Horowitz: Daily immediate feedback normalizes criticism and prevents shock
“I think the mistake a lot of, particularly engineers make, is they just don't say what they think when they think it, because they're afraid of hurting someone's feelings, but that's how you save their feelings, because they're used to you.”
Ben Horowitz Oct 15, 2025 ▶ 11:53 Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
Oct 15, 2025 positive
Insight
Horowitz warned Ghodsi that selling Databricks early would cause lifelong regret
“Hey, you can do whatever you want. You can sell. You're going to make a lot of money and you'll be super successful in life. But you know, if you're like me, you're going to look back the rest of your life thinking, you know, I missed that one shot. That was t…”
Ali Ghodsi Oct 15, 2025 ▶ 0:02 Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
Oct 15, 2025
Insight
Horowitz: Starting a startup is the best cure for founder fever
“I always say the best cure for starting your own company fever is to start your own company and that'll teach you. It's not that easy.”
Ben Horowitz Oct 15, 2025 ▶ 54:35 Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
Oct 15, 2025
Insight
Horowitz: Bad organizational structure destroys motivation regardless of leadership
“If you're in some kind of weird three-legged race that the CEO has constructed where everybody's got dependencies on everybody else, It just doesn't matter. You know, like you'll, you'll just have a lot of people go like, I know if I work hard, it's not going …”
Ben Horowitz Oct 15, 2025 ▶ 16:23 Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business
Oct 31, 2025 negative
Opinion
Horowitz: Management books fail because executive leadership is strictly situational
“I think the hardest thing about it and why management books are so bad is because it's situational.”
Ben Horowitz Oct 31, 2025 ▶ 15:07 Marc Andreessen and Ben Horowitz on the State of AI
Oct 31, 2025 positive
Opinion
Horowitz: AI is a fantastic creative tool for hip-hop artists
“Particularly the hip-hop guys are interested because it's almost like a replay of what they did, right? They just took other music, and they kind of built new music out of it, and I think that, you know, AI is A fantastic creative tool for them. It, like, way …”
Ben Horowitz Oct 31, 2025 ▶ 7:59 Marc Andreessen and Ben Horowitz on the State of AI
Nov 3, 2025 negative
Opinion
Horowitz: Founder claims of imminent AGI are just talent recruiting tactics
“I think all those claims tend to be like recruiting ideas as opposed to actual predictions.”
Ben Horowitz Nov 3, 2025 ▶ 35:52 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Nov 3, 2025 positive
Insight
Horowitz: Specialized AI startups thrive despite threat from foundation models
“Ideas that we thought would for sure get subsumed by the big models are becoming amazingly differentiated businesses just because the fat tail of the universe is very fat and you need really kind of specific understanding of certain scenarios to build an effec…”
Ben Horowitz Nov 3, 2025 ▶ 24:45 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Nov 3, 2025
Assertion Not checkable as stated
Horowitz: No single AI video model dominates the market overall
“There's like a dozen video models out there, and there's not one that's the best at everything, or even close to the best at everything. There's like literally a dozen that are all the best at one thing”
Ben Horowitz Nov 3, 2025 ▶ 28:54 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Nov 3, 2025 negative
Opinion
Horowitz: Anthropic has the worst code security practices in AI
“Their reputation is they have the literally the worst security practices in the entire industry with respect to their own code.”
Ben Horowitz Nov 3, 2025 ▶ 14:36 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Nov 19, 2025 negative
Opinion
Horowitz: Legacy Defense Suppliers Lag Far Behind Commercial Tech Curve
“We kind of knew the companies that we were investing in and we knew the companies that we were buying you know, missiles and aircraft carriers from, and like, they weren't of the same caliber in terms of the, where they were on the technology curve, and so we …”
Ben Horowitz Nov 19, 2025 ▶ 2:03 Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
Nov 19, 2025 neutral
Disclosure
Horowitz and Andreessen Held Top-Secret Security Clearances for Netscape
“Yeah, actually, both Mark and I had, for years, top secret clearance because of those deals.”
Ben Horowitz Nov 19, 2025 ▶ 4:32 Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
Nov 26, 2025 neutral
Insight
Horowitz: Long-established companies without founders rarely change or innovate
“One of the very interesting things that we've learned as a firm is how unusual it is for a company that's been around a long time and where the founders are no longer there to change anything.”
Ben Horowitz Nov 26, 2025 ▶ 31:31 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
Nov 26, 2025 positive
Assertion Not checkable as stated
Ideas at a16z don't count unless partners write and publish them
“I think everybody's, it set the standard of, You can't just have an idea here. You have to be able to really think it through, be able to articulate it, be able to write it, be able to publish it, and otherwise, like, your idea didn't count. And that, that, I …”
Ben Horowitz Nov 26, 2025 ▶ 39:22 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
Nov 26, 2025 neutral
Insight
Ben Horowitz: A company cannot be marketed without a central character
“Because you can't market a company if you don't have a character.”
Ben Horowitz Nov 26, 2025 ▶ 43:00 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
Nov 26, 2025 positive
Assertion Not checkable as stated
Horowitz: Openly discussing VC and startup building was a key differentiator
“VC was like a big secret. And then actually building companies was a big secret. And so just kind of talking about it was a big differentiator.”
Ben Horowitz Nov 26, 2025 ▶ 0:25 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
Nov 26, 2025 neutral
Disclosure
a16z built partner brands so founders wouldn't only demand Marc Andreessen
“I do think we needed to even out the brand a little bit because like, otherwise any entrepreneur with leverage was going to go like, well, I want him to be on my board. Right. And that was just going to get success. It'll be worse with every other GP. So that …”
Margit Wennmachers Nov 26, 2025 ▶ 33:58 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
Nov 26, 2025 negative
Assertion Not checkable as stated
Ben Horowitz caused antagonism with established VC firms early on
“I caused a lot of antagonism between us and the other firms in those days.”
Ben Horowitz Nov 26, 2025 ▶ 27:18 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
Nov 26, 2025 neutral
Insight
Culture-programming books are only useful for leaders of mature, scaled organizations
“Is, it's actually, it's more useful for me. And you know, when I talk to like Ted Sarandos or somebody like that, they're like, oh yeah, that's a book I like. But you have to run a very large organization. And you have to have gotten beyond the things, the har…”
Ben Horowitz Nov 26, 2025 ▶ 36:09 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
Dec 17, 2025 positive
Assertion Partly supported
Horowitz: Las Vegas Hope for Prisoners program has near-zero recidivism
“The Vegas prosecutor will, if you're like an eighteen-year-old kid, and you commit a first-time offense, and it's not violent, they'll send you, they won't prosecute you, they'll send you to Hope for Prisoners, and you go through the rehab. They are close to z…”
Ben Horowitz Dec 17, 2025 ▶ 41:02 “How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Dec 17, 2025 negative
Insight
Horowitz: Reducing police presence creates crime careers and avoids systemic solutions
“And so by reducing law enforcement, you create a crime career path, and it Kind of lets us avoid creating real career paths for people in that situation, and so it's a cascading effect of just badness.”
Ben Horowitz Dec 17, 2025 ▶ 12:05 “How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Dec 17, 2025 negative
Assertion Partly supported
Horowitz: Murderers have a 53% chance of getting away with it
“For murder. You have a 53% chance of getting away with murder.”
Ben Horowitz Dec 17, 2025 ▶ 0:50 “How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Dec 17, 2025 negative
Assertion Contradicted
Horowitz: LAPD corruption and rogue officers protected Tupac Shakur's killers
“Well, in that case, the LAPD was corrupt, and the, well, there were literally criminals in the police force protecting the criminals who killed Tupac, and, you know, thankfully, we kind of reopened the cold case, and we caught the guy, but it's,”
Ben Horowitz Dec 17, 2025 ▶ 48:45 “How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Dec 17, 2025 negative
Assertion Not checkable as stated
Horowitz: Prosecutors and judges are funded to avoid convicting criminals
“There's a huge push to not criminal, to decriminalize crime, essentially, in this country. And, like, it's still going on, and it's, you know, there are still these, you know, prosecutors and judges that are funded basically for the purposes of not convicting …”
Ben Horowitz Dec 17, 2025 ▶ 51:28 “How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Dec 17, 2025 positive
Assertion Partly supported
Horowitz: Funding amenities for Las Vegas 911 dispatchers drastically cut wait times
“So we had a tremendous attrition problem in the nine one. Nine one one's a very stressful job. It takes 12 months to train somebody. It's all this kind of thing. And, you know, they, everybody was quitting. They, five minute call waits for nine one. Imagine wa…”
Ben Horowitz Dec 17, 2025 ▶ 28:07 “How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Dec 17, 2025 negative
Assertion Not checkable as stated
Horowitz: San Francisco's shoplifting policy enabled organized crime, not hungry residents
“In San Francisco, right, like, the whole political movement was, people are hungry, you can't arrest them for shoplifting and so forth, so as soon as we did that, what happened was massive gangs took everything out of the stores. They ended up, right, shutting…”
Ben Horowitz Dec 17, 2025 ▶ 53:08 “How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Jan 13, 2026 positive
Disclosure
Horowitz: a16z maintains 20% or higher equity ownership in recent investments
“So I think that like what we've seen is we're getting pretty good ownership. So if you look at a lot of the recent investments where You know, at 20% or better there are ones that we're not, we're, you know, we don't get to that level of ownership, but those c…”
Ben Horowitz Jan 13, 2026 ▶ 26:04 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 13, 2026 positive
Insight
Horowitz: Investment teams should not exceed five members to maintain debate
“An investing team, like, shouldn't be too much bigger than a basketball team. You know, a basketball team is like five people who start And the reason for that is the conversation around the investments really needs to be a conversation.”
Ben Horowitz Jan 13, 2026 ▶ 7:00 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 13, 2026 negative
Opinion
Horowitz: Very Few VCs Actually Help Portfolio Companies Succeed
“There's a lot of VCs, very few who can actually help you succeed as a company.”
Ben Horowitz Jan 13, 2026 ▶ 28:02 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 13, 2026 negative
Insight
Horowitz: VC investing should focus solely on potential company scale and profit
“Investing is hard enough without like introducing other criteria other than is this thing gonna be a giant company and make a lot of money.”
Ben Horowitz Jan 13, 2026 ▶ 15:28 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 13, 2026 bullish
Assertion Not checkable as stated
Horowitz: a16z Has Higher IQ Concentration Than Any Operating Company
“We just have a higher concentration of talent here than that's probably possible in a company in terms of just Sheer IQ.”
Ben Horowitz Jan 13, 2026 ▶ 0:18 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 13, 2026
Insight
Horowitz: Waiting 10-15 years to evaluate VC partners is dangerous
“So like, I think it's dangerous to in VC kind of wait for the outputs because they're so far up you know, to kind of wait and see, okay, does somebody have a great portfolio after 10 years or 15 years before kind of deciding what to do with them? It's just suc…”
Ben Horowitz Jan 13, 2026 ▶ 5:02 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 13, 2026 positive
Opinion
Horowitz: Winning deals with Mira Murati or Ilya Sutskever proves investor capability
“How great an entrepreneur is Mira, or how great an entrepreneur is Ilya. Well, like, Those are pretty special people. So if you can win that deal like that, that means something, whether or not those companies work.”
Ben Horowitz Jan 13, 2026 ▶ 6:01 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 13, 2026 positive
Disclosure
Ben Horowitz uses Grok and ChatGPT every day
“Well, for sure, you know, Grok and ChatGPT I use every day. And then you know, probably I've been playing with, like Veo and Nano Banana a lot on a daily basis of the big guys.”
Ben Horowitz Jan 13, 2026 ▶ 33:04 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 13, 2026 positive
Insight
Horowitz: Invest in Founders World-Class at One Specific Skill
“What you're really trying to find is, are they literally the best in the world at a thing? And that's always the thing that's worth investing in, as opposed to they're pretty good at a lot of things and I can't figure out what they're not good at.”
Ben Horowitz Jan 13, 2026 ▶ 0:04 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 13, 2026
Insight
Horowitz: a16z replaces venture partners who lose touch with deep tech
“Investing in technology you really have to be in deep in the tech to be good at it. And I think that it's very possible as, you know, people get older, you know, they get less into it sometimes. And so, you know, at that point we got to make a change.”
Ben Horowitz Jan 13, 2026 ▶ 4:08 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 13, 2026
Insight
Horowitz: Focus on a startup's core strength over weaknesses
“The biggest mistake we make is we get too wrapped around the axle about some weakness that a company has, as opposed to focusing on what they're great at and how great they are.”
Ben Horowitz Jan 13, 2026 ▶ 2:59 Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Jan 15, 2026
Assertion Supported
Horowitz: Andreessen Horowitz's First Fund Was $300M and Took 6 Months
“When Mark and I raised Fund One, it was a three hundred million dollar fund. I think it took about six months to raise.”
Ben Horowitz Jan 15, 2026 ▶ 34:02 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 15, 2026
Disclosure
Horowitz: Public Attacks Bother a16z Staff More Than Founders
“We've been criticized so much at this point that, like, it really, it bothers, interestingly, which I never thought I'd see, is it kind of bothers people inside the firm much more than it bothers Mark or me.”
Ben Horowitz Jan 15, 2026 ▶ 38:31 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 15, 2026 bullish
Prediction Not checkable as stated
Horowitz: AI Product Tools Will Multiply total Number of Entrepreneurs
“We think the number of entrepreneurs is going to multiply as well. Because the kind of the ease of going from an idea to a really fantastic solution and a fantastic product is just going to be so much simpler.”
Ben Horowitz Jan 15, 2026 ▶ 17:08 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 15, 2026
Assertion Not checkable as stated
Horowitz: New a16z hires must sign culture document and complete 1-on-1 session
“You cannot join the firm unless you sign a document the culture document, and says you will adhere to this culture, and then you must sit through one hour with me understanding the culture”
Ben Horowitz Jan 15, 2026 ▶ 27:53 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 15, 2026 positive
Assertion Supported
Horowitz: Cloud software companies are 10x larger than on-premise predecessors
“If you compared the on-premise software companies to the cloud software companies, so compare PeopleSoft to Workday or compare Siebel software to Salesforce, the cloud version was just 10 times bigger.”
Ben Horowitz Jan 15, 2026 ▶ 10:31 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 15, 2026 bullish
Assertion Not checkable as stated
Horowitz: a16z Raised $15B Fund Largely Through Two AMAs
“And, you know, this raise, which was fifteen billion dollars, when we actually raised the fund, I think Mark did one AMA, and I did one AMA, and I don't know that I took another meeting on this fundraise and it was done on the reputation”
Ben Horowitz Jan 15, 2026 ▶ 34:28 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 15, 2026 neutral
Insight
Horowitz: One Bad Founder Interaction Undoes 10 Good Ones
“One mistake is much more powerful than, you know, one good deed. So, you know, one person being obnoxious who's in the firm or lying to an entrepreneur or doing something like that is causes much more damage than you can do by doing that correctly you know, fi…”
Ben Horowitz Jan 15, 2026 ▶ 33:06 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 15, 2026 negative
Insight
Horowitz: Technical inventors usually receive bad advice from Silicon Valley advisors
“And that really Is a confidence game, for lack of a better word, in that, you know, it's very difficult to run an organization when you don't know what you're doing which nobody does when they're an inventor, and you get tremendous amount of advice, and advice…”
Ben Horowitz Jan 15, 2026 ▶ 21:54 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 15, 2026
Disclosure
a16z Does Not Hire Group Leaders From Outside the Firm
“First of all, in order to lead one of those groups, you just have to have been here and performed for a long time. So that, that, that's kind of the first thing. So we just know you extremely well. We're not interviewing people for that job from the outside. L…”
Ben Horowitz Jan 15, 2026 ▶ 40:59 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 15, 2026 bullish
Prediction Not checkable as stated
Horowitz: AI Will Eventually Solve Virtually Every Major Human Problem
“There's not a problem that we can think of that you can't, that you won't be able to solve with AI. So like almost every problem in the world and you know, from cancer to transpiration, transportation to massive fraud in the U S you just name a problem in the …”
Ben Horowitz Jan 15, 2026 ▶ 16:25 Ben & Marc: Why Everything Is About to Get 10x Bigger
Jan 19, 2026 positive
Disclosure
Rampell: Ben Horowitz checks if AI can do a job before hiring
“Ben is the CEO of injuries in Horowitz. Like he's asking that before we hire people here.”
Alex Rampell Jan 19, 2026 ▶ 1:08:57 The AI Opportunity that goes beyond Models
Feb 2, 2026 bearish
Prediction Not checkable as stated
Horowitz: Copyright restrictions on training data will weaken US AI against China
“China absolutely doesn't respect copyrights, even, they don't respect just copying it let alone building a statistical model, and we're gonna have kind of a weaker AI if we can't train on all the data, can't train on the complete data.”
Ben Horowitz Feb 2, 2026 ▶ 27:53 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
Feb 2, 2026 positive
Insight
Horowitz: Best time to raise money is when nobody has capital
“And it turns out that the best time to raise money is when nobody has money.”
Ben Horowitz Feb 2, 2026 ▶ 9:55 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
Feb 2, 2026 bullish
Insight
Horowitz: Proprietary data plus sufficient GPUs can solve almost any problem
“With AI, if you have proprietary data and you have enough GPUs, you can solve, like, almost any problem.”
Ben Horowitz Feb 2, 2026 ▶ 0:41 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
Feb 2, 2026 bearish
Prediction Not checkable as stated
Horowitz: Restricting AI math modeling will forfeit US AI lead to China
“If you ban the technology, which some people are calling for, ah, or ban or kind of infringe people's ability to do mathematics, which is something that a lot of people are calling for then I think we're definitely gonna lose the AI rise to China, which has, l…”
Ben Horowitz Feb 2, 2026 ▶ 26:20 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
Feb 2, 2026
Prediction Not checkable as stated
Horowitz: Tech M&A will shift toward IP transactions over traditional acquisitions
“I think M&A will happen, but it may happen more in the form of IP transactions and that kind of thing than as traditional M&A.”
Ben Horowitz Feb 2, 2026 ▶ 21:26 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
Feb 2, 2026
Insight
Horowitz: AI breaks software history because capital and GPUs can buy product leads
“With AI, if you have data, you know, particularly proprietary data, and you have enough GPUs, you can solve, like, almost any problem. It is magic. But it means that you can throw money at the problem. And we've never had that in tech.”
Ben Horowitz Feb 2, 2026 ▶ 22:47 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
Feb 2, 2026 negative
Prediction Not checkable as stated
Horowitz: Patchwork of 50 state AI laws will cripple startup innovation
“Every state wants to have their own set of AI laws, which will basically make it impossible for new companies to innovate, because you can't comply with 50 different laws from 50 different states, so we're trying to get that done.”
Ben Horowitz Feb 2, 2026 ▶ 27:37 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
Mar 18, 2026 positive
Insight
Horowitz: Modern AI development allows solving problems by throwing money
“In the old world of software, the one thing you knew is you couldn't throw money at a problem and now you can throw money at a problem.”
Ben Horowitz Mar 18, 2026 ▶ 40:42 Marc Andreessen & Ben Horowitz on a16z’s New Media Strategy
Mar 18, 2026 positive
Insight
Horowitz: Direct media prevents cancellations caused by media misinterpretation
“The things that people got in trouble for canceled for, fired for, et cetera, in the past that they said in the press, were all just misinterpretations. So they, you know, with somebody saying something, and because it was so narrow, and because you could neve…”
Ben Horowitz Mar 18, 2026 ▶ 8:44 Marc Andreessen & Ben Horowitz on a16z’s New Media Strategy
Mar 18, 2026 positive
Disclosure
Horowitz: a16z media strategy targets founders over mass market audience
“You know, for us, that's great, because the audience, our audience is founders not the world. And so, you know, having a way to talk to 90% of founders as opposed to four percent of the world is just a much better thing for us.”
Ben Horowitz Mar 18, 2026 ▶ 25:45 Marc Andreessen & Ben Horowitz on a16z’s New Media Strategy
Mar 18, 2026 positive
Insight
Horowitz: Modern media landscape heavily favors founder CEOs
“This whole new world is much better for founder CEOs, because to be a founder, you have to have an original idea, and original ideas are interesting by nature.”
Ben Horowitz Mar 18, 2026 ▶ 14:47 Marc Andreessen & Ben Horowitz on a16z’s New Media Strategy
Apr 2, 2026 positive
Prediction Not checkable as stated
Horowitz: Bot accusations will make people take pride in their human status
“I think people are gonna, by the way, take a lot more pride in being human particularly online, because I think that people are gonna start getting accused of being bots.”
Ben Horowitz Apr 2, 2026 ▶ 31:42 How Bots, Deepfakes and AI Agents Are Forcing a New Internet Identity Layer | Alex Blania on a16z
Apr 2, 2026
Insight
Horowitz: AI is better at programming humans than humans are at AI
“AIs are really good at programming humans. Much better than humans are at programming AIs.”
Ben Horowitz Apr 2, 2026 ▶ 0:18 How Bots, Deepfakes and AI Agents Are Forcing a New Internet Identity Layer | Alex Blania on a16z
Apr 14, 2026 positive
Insight
Horowitz: Capital and GPUs can now solve almost any software problem
“If you have enough money and some good data, you can buy enough GPUs and solve basically anything in software.”
Ben Horowitz Apr 14, 2026 ▶ 2:34 Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
Apr 14, 2026 negative
Insight
Horowitz: AI agents will destroy traditional software moats like UI lock-in
“So it's very easy to replicate the code. It's very easy to move the data, and then it's not even going to be a human talking to your software. It's going to be an AI, and, you know, AIs are really flexible on how they use user interfaces, so That mode is gone.”
Ben Horowitz Apr 14, 2026 ▶ 3:07 Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
May 8, 2026 bullish
Disclosure
Horowitz: Employees who refuse to support US defense work can leave a16z
“You're gonna decide that those people who are sacrificing their lives, putting their lives on the line to protect us, don't get the best technology? Like, I'm not doing that. I'm not doing that. So, like, you don't have to work here if you want to do that.”
Ben Horowitz May 8, 2026 ▶ 12:18 Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
May 8, 2026
Insight
Horowitz: Modern media success relies on being interesting, not avoiding mistakes
“In the new kind of world, there's unlimited channels, there's unlimited formats and so the key to winning isn't not making a mistake, it's being interesting. Like, if you don't say anything that's interesting, it's not going to get any pick-up, Because there's…”
Ben Horowitz May 8, 2026 ▶ 25:11 Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
May 8, 2026 neutral
Assertion Not checkable as stated
Horowitz: Any vendor breaking US government AI rules will leak immediately
“If you were to break those rules, there is a 100% chance it's getting leaked to the press immediately. Like, there are no secrets in Washington.”
Ben Horowitz May 8, 2026 ▶ 10:42 Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
May 8, 2026 positive
Insight
Horowitz: VC firm institutional power is a service feature for founders
“Power is sort of a feature of our offering is the way I think about it.”
Ben Horowitz May 8, 2026 ▶ 17:57 Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
May 8, 2026 negative
Assertion Not checkable as stated
Horowitz: Anthropic's defense deal collapsed because they wanted out, not philosophy
“If you understand deals, particularly software deals, you realize that that deal did not fall apart because of philosophical differences. It fell apart because anthropic wanted out of the deal.”
Ben Horowitz May 8, 2026 ▶ 9:11 Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
Jun 19, 2026 positive
Insight
Horowitz: Proven audience building is the essential skill for new media hires
“The best thing on new media is have you done it? Have you kind of built some brand on something and some audience? Do you know how to build an audience? Because that's the core, core thing. And if you can't do that, then, you know, it doesn't matter if you've …”
Ben Horowitz Jun 19, 2026 ▶ 26:13 The Media Game Has Changed
Jun 19, 2026 positive
Assertion Not checkable as stated
Horowitz: Washington politicians and insiders predominantly read Mark Halperin's newsletter
“So we were just in Washington, and so we were with, like, all, all the kind of Washington people senators and whatnot. And I was asking them, you know, what does everybody in Washington read? And it's the Mark Halperin newsletter which is new media.”
Ben Horowitz Jun 19, 2026 ▶ 11:18 The Media Game Has Changed
Jun 19, 2026 positive
Insight
Horowitz: Brands must provoke strong love and hate to stay interesting
“You really want people to hate you and you want people to love you, but you don't want to be neutral. You don't want to be lukewarm. Because then you're uninteresting.”
Ben Horowitz Jun 19, 2026 ▶ 23:39 The Media Game Has Changed
Jun 19, 2026 neutral
Disclosure
Horowitz: Ben Horowitz is a16z CEO, but Marc Andreessen is the brand
“Like, us as a firm, like, technically, I'm really the CEO, but, like, Mark is more the brand, I would say, in terms of he just does way more media than I do. And that works, but it works because it's Andreessen Horowitz, and nobody knows the fucking difference…”
Ben Horowitz Jun 19, 2026 ▶ 15:00 The Media Game Has Changed
Jun 19, 2026 negative
Insight
Horowitz: Traditional PR professionals struggle to transition to new media
“Well, the first principle is if you're trained in old media, it's very, very, very hard to do new media. So you have to be a very exceptional person to make that transition because It's like, if you spent 10 years doing old media, there are laws of physics, th…”
Ben Horowitz Jun 19, 2026 ▶ 25:02 The Media Game Has Changed
Jun 19, 2026 neutral
Disclosure
Horowitz: Much of a16z's brand was built by responding to public attacks
“A reasonable portion of the brand that we built was just responding to people attacking us”
Ben Horowitz Jun 19, 2026 ▶ 21:51 The Media Game Has Changed
Jul 3, 2026 negative
Assertion Not checkable as stated
Horowitz: Expanding a startup to a new country is a massive expense
“To open a country, as a company is a very large expense. You have to set up an entity. You have to hire a team. You have to, like, localize the product. And, you know, that's gonna be, you know, depending on the country, depending on how committed you are to i…”
Ben Horowitz Jul 3, 2026 ▶ 16:37 Ben Horowitz on the Global Race for Tech, Power, and Influence
Jul 3, 2026 positive
Opinion
Horowitz: Saudi Arabia is transitioning from a tribal society to a modern ally
“Saudi Arabia is going from this, ah, kind of tribal, ah, different kind of society, I would just say, to kind of a modern, you know, like, highly civilized, you know, player in the modern world and full ally of the United States.”
Ben Horowitz Jul 3, 2026 ▶ 17:55 Ben Horowitz on the Global Race for Tech, Power, and Influence
Jul 3, 2026 negative
Insight
Horowitz: Restricting AI vulnerability scanning leaves exploit discovery to bad actors
“If you kind of lock that up, lock that capability to understand vulnerabilities, then the only people who will be able to understand vulnerabilities are the bad actors who jailbreak the system.”
Ben Horowitz Jul 3, 2026 ▶ 34:01 Ben Horowitz on the Global Race for Tech, Power, and Influence
Jul 3, 2026 negative
Prediction Open · timeframe Jul 2029
Ben Horowitz: a16z will not back third-party regional affiliate funds
“We're not raising money for somebody who's not part of our firm, our culture, our mission, and having them go run a play. That, that, that's just not us.”
Ben Horowitz Jul 3, 2026 ▶ 27:10 Ben Horowitz on the Global Race for Tech, Power, and Influence
Jul 3, 2026 positive
Assertion Partly supported
Horowitz: TelevisaUnivision secured a Netflix deal using ElevenLabs AI dubbing
“Well, we've got this great company, 11 Labs. They can help you with it. We put them together. In a couple of months, he was in, you know, France and Poland and all over the world with this incredible technology that had his actors basically acting exactly as t…”
Ben Horowitz Jul 3, 2026 ▶ 12:04 Ben Horowitz on the Global Race for Tech, Power, and Influence
Jul 3, 2026 positive
Opinion
Ben Horowitz: America is the best country for resource-poor entrepreneurs
“If you're, drop a person into any country in the world, and they don't have the culture, and they don't have money and capital resources yet, and they just have an idea of how to make the world a better place Their best shot is in America.”
Ben Horowitz Jul 3, 2026 ▶ 1:31 Ben Horowitz on the Global Race for Tech, Power, and Influence
Jul 22, 2026
What-if
Kalanick: Uber's 2017 board battle would differ with Andreessen or Horowitz
“That wouldn't have gone that way if Ben or Mark was on the board.”
Travis Kalanick Jul 22, 2026 ▶ 13:36 Building a Company in Stealth | Travis Kalanick with a16z
Jul 22, 2026
Disclosure
Horowitz personally took over Lyft board seat after rocky initial launch
“So, and you know, in order to Dave and Catch, I ended up having to go on the board. Like, I took over that board seat to kind of help them through that.”
Ben Horowitz Jul 22, 2026 ▶ 10:01 Building a Company in Stealth | Travis Kalanick with a16z
Jul 22, 2026 neutral
Opinion
Horowitz: Kalanick required complete control in any Uber deal
“Yeah, there was no way to cross a deal with him, other than if he gave him the company. And he could just fire everybody instantly.”
Ben Horowitz Jul 22, 2026 ▶ 12:29 Building a Company in Stealth | Travis Kalanick with a16z
Jul 22, 2026
Insight
Horowitz: Second-act founders cannot succeed starting at the top
“We've seen it so many times where somebody gets to the penthouse, and they're like, oh, I want to do a new thing. But they don't want to go all the way down to the ground floor, and start at the bottom, fucking putting the building together. Okay, now you're i…”
Ben Horowitz Jul 22, 2026 ▶ 57:13 Building a Company in Stealth | Travis Kalanick with a16z
Jul 22, 2026 negative
Opinion
Horowitz: Big AI labs stumble due to employee addiction to public validation
“Why did the big labs, you know, smack themselves in the face? Well, it's because they need that external validation for their employees, because their employees are addicted to it.”
Ben Horowitz Jul 22, 2026 ▶ 58:54 Building a Company in Stealth | Travis Kalanick with a16z
Jul 22, 2026 neutral
Disclosure
Kalanick: Uber held secret meetings with a16z during Lyft rivalry
“There was also this other thing that would happen, so this is like, 2000, I think this really started in 2014, 15, et cetera, is Emile and I would meet up with Mark and Ben at this, Super undercover restaurant.”
Travis Kalanick Jul 22, 2026 ▶ 11:26 Building a Company in Stealth | Travis Kalanick with a16z
Jul 22, 2026 negative
Disclosure
Horowitz: a16z lost Uber's Series B deal to Shervin Pishevar
“Ok, but, like, I just assumed we were doing the deal, and then the next thing I knew Shervin had the deal, and I was like, jeez.”
Ben Horowitz Jul 22, 2026 ▶ 9:23 Building a Company in Stealth | Travis Kalanick with a16z
Jul 22, 2026 positive
Opinion
Horowitz: Uber remaining highly valuable post-founder departure is exceptionally rare
“And so to build, you know, to build a company, you know, a great company, it's always a great entrepreneur, and so when we looked at it, we're like, there's a very few entrepreneurs, you know, in the history of the valley that built something like Uber and tha…”
Ben Horowitz Jul 22, 2026 ▶ 51:08 Building a Company in Stealth | Travis Kalanick with a16z
Aug 13, 2026 bullish
Disclosure
Horowitz says his investment in Atoms is his largest check ever
“Certainly the biggest check I ever run.”
Ben Horowitz Aug 13, 2026 ▶ 36:25 Travis Kalanick: How AI Will Transform the Physical World
Aug 13, 2026 negative
Opinion
Horowitz: Uber's post-Kalanick culture became much more milquetoast
“The culture they went to, which was a reaction to the resistance, just ended up being a much more milquetoast culture than the original Uber culture was a special very pronounced culture.”
Ben Horowitz Aug 13, 2026 ▶ 24:12 Travis Kalanick: How AI Will Transform the Physical World
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
Aug 28, 2026 neutral
Opinion
Horowitz: Nvidia's massive core growth causes it to ignore smaller AI opportunities
“So the last thing I'm doing is looking at a silver brick, and I think NVIDIA's in that position.”
Ben Horowitz Aug 28, 2026 ▶ 41:56 Why Top Founders Are Racing Into AI Infrastructure
Aug 28, 2026 positive
Insight
Horowitz: Billions in compute can now instantly erase a startup's multi-year lead
“The one thing we all knew in startup world is that if I have a two-year lead on you, and you try and cast me by hiring a thousand engineers, you're gonna wreck your company. Like, that never works. It's a mythical man month. Nine women can't have a baby in a m…”
Ben Horowitz Aug 28, 2026 ▶ 17:05 Why Top Founders Are Racing Into AI Infrastructure
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