cooling

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

Everything said about cooling, oldest first

Oct 31, 2025 bearish

Prediction Open · timeframe Oct 2030

Horowitz: Power or cooling bottlenecks will trigger an AI chip glut

“Yeah, and even if the bottleneck within the infrastructure moves, so if it becomes power, if it becomes cooling or anything else, then you'll have a chip glut for sure, yeah.”

Ben Horowitz Oct 31, 2025 ▶ 34:22 Marc Andreessen and Ben Horowitz on the State of AI

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cooling

Everything said about cooling, oldest first

Turn any episode into a week of clips.