Why AI is not a bubble: a16z founder's deep thoughts on demand, investment, and judgment

2026-01-16 12:41:30

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· 01-17 05:47

Why AI is not a bubble: a16z founder's deep thoughts on demand, investment, and judgment Podcast: a16z Compilation: Deep Thinking Circle If someone told you that the current AI boom is just another bubble, would you believe it? Valuations soaring, influx of capital, everyone talking about AI—this indeed seems like history repeating itself. But after listening to Ben Horowitz's recent talk, my perspective completely changed. This co-founder of Andreessen Horowitz, with his 16 years of managing top venture capital firms

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