Horowitz: Short Any Company Operating on a Five-Year Corporate Plan
Ben Horowitz · Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It) · Nov 19, 2025 · at 1:05:53
Ben Horowitz, co-founder of Andreessen Horowitz, explains why rigid long-term central planning fails corporate leadership in dynamic markets.
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“A great Investing strategy is to, if you see a company with a five-year plan, short it and it works every time, and yet they still do it, and I, it just comes, it really has no basis in anything.”
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