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Ben Horowitz on where AI regulation should actually focus: "The model is a model. It's a mathematical model. It predicts things. It's not a sentient being." "If you ban the technology, or infringe people's ability to do mathematics... that has hundred-year implications." "Don't regulate math. Regulate the applications of... show more

a16z

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30,255 次观看 • 8 个月前 •via X (Twitter)

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Ben Horowitz explains why AI killed the 'Mythical Man Month': "For my whole life in technology, there was this thing called the Mythical Man Month: nine women cannot have a baby in a month." "If you're Google, you can't just put a thousand software engineers on a product and wipe out a startup because you can only... build that product with seven or eight people. Once they've figured it out, they've got that lead." "That's not true with AI. If you have data and you have enough GPUs, you can solve almost any problem. It is magic." "You can throw money at the problem. We've never had that in tech." benahorowitz.eth with David Solomon and David Haber

Ben Horowitz explains why AI killed the 'Mythical Man Month': "For my whole life in technology, there was this thing called the Mythical Man Month: nine women cannot have a baby in a month." "If you're Google, you can't just put a thousand software engineers on a product and wipe out a startup because you can only... build that product with seven or eight people. Once they've figured it out, they've got that lead." "That's not true with AI. If you have data and you have enough GPUs, you can solve almost any problem. It is magic." "You can throw money at the problem. We've never had that in tech." benahorowitz.eth with David Solomon and David Haber

a16z

259,244 次观看 • 8 个月前

REGULATING THE APPLICATIONS: "The simple example would be, you don’t want to regulate knives. You want to regulate murder. You can use a knife to murder somebody, but you don’t want to say the solution to that is to eliminate knives. Let’s make murder illegal. The same thing is true with AI and its applications." Jeff Bezos

REGULATING THE APPLICATIONS: "The simple example would be, you don’t want to regulate knives. You want to regulate murder. You can use a knife to murder somebody, but you don’t want to say the solution to that is to eliminate knives. Let’s make murder illegal. The same thing is true with AI and its applications." Jeff Bezos

Special Report

85,273 次观看 • 3 天前

Ben Horowitz says instead of banning AI, educators should set problems students can't solve without it: "I was talking to Dan Boneh, who is a great professor of computer science and cryptography at Stanford. His take on AI was: You have two choices. You can ban it, and by the way, that won't work. Or you can make the problems so hard that you can't solve them without AI." "What he's seeing is, 'I've got students solving things that no student in history could have ever solved.' That's what's possible. You want to have that orientation: What can you solve with the tools? What can you do that's a breakthrough? Now everybody has an opportunity to create a breakthrough." "Then you're a main character, not an NPC. That's what the academy is about. Do you want to be a main character? If you want to be a main character, we help you do that. If you want to be a cog in a machine, this is not going to be the best place for you." benahorowitz.eth

Ben Horowitz says instead of banning AI, educators should set problems students can't solve without it: "I was talking to Dan Boneh, who is a great professor of computer science and cryptography at Stanford. His take on AI was: You have two choices. You can ban it, and by the way, that won't work. Or you can make the problems so hard that you can't solve them without AI." "What he's seeing is, 'I've got students solving things that no student in history could have ever solved.' That's what's possible. You want to have that orientation: What can you solve with the tools? What can you do that's a breakthrough? Now everybody has an opportunity to create a breakthrough." "Then you're a main character, not an NPC. That's what the academy is about. Do you want to be a main character? If you want to be a main character, we help you do that. If you want to be a cog in a machine, this is not going to be the best place for you." benahorowitz.eth

a16z

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"It could be the biggest M&A year in history." Goldman Sachs CEO David Solomon: "M&A and capital raising and IPOs are driven by confidence. And so if you have a tough regulatory environment, that is something that affects confidence." "For the last four years, whatever the question was, the answer was no." "Now whatever the question is... the answer is maybe." David Solomon with David Haber and benahorowitz.eth

"It could be the biggest M&A year in history." Goldman Sachs CEO David Solomon: "M&A and capital raising and IPOs are driven by confidence. And so if you have a tough regulatory environment, that is something that affects confidence." "For the last four years, whatever the question was, the answer was no." "Now whatever the question is... the answer is maybe." David Solomon with David Haber and benahorowitz.eth

a16z

28,669 次观看 • 8 个月前

Elon Musk says when hiring, evidence of exceptional ability matters more than any other credential. "Did they face really difficult problems and overcome them? You wanna make sure that if there was some significant accomplishment, were they really responsible, or was somebody else more responsible?" "Usually the person who's had to struggle with the problem, they really understand it. And they don't forget, if it was very difficult." "There's no need even to have a college degree. At all. Or even high school." "If somebody graduated from a great university, that may be an indication that they will be capable of great things, but it's not necessarily the case." "If you look at people like Bill Gates or Larry Ellison, Steve Jobs, these guys didn't graduate from college. But if you had a chance to hire them, of course, that would be a good idea." "If there's a track record of exceptional achievement, then it's likely that that will continue into the future." Elon Musk (2014)

Elon Musk says when hiring, evidence of exceptional ability matters more than any other credential. "Did they face really difficult problems and overcome them? You wanna make sure that if there was some significant accomplishment, were they really responsible, or was somebody else more responsible?" "Usually the person who's had to struggle with the problem, they really understand it. And they don't forget, if it was very difficult." "There's no need even to have a college degree. At all. Or even high school." "If somebody graduated from a great university, that may be an indication that they will be capable of great things, but it's not necessarily the case." "If you look at people like Bill Gates or Larry Ellison, Steve Jobs, these guys didn't graduate from college. But if you had a chance to hire them, of course, that would be a good idea." "If there's a track record of exceptional achievement, then it's likely that that will continue into the future." Elon Musk (2014)

a16z

67,544 次观看 • 16 天前

Goldman Sachs CEO David Solomon on the open question of agentic investing: "Models work on the facts that are available." "Sometimes the biggest changes in the way you have to think about investing in a portfolio comes from things that are completely new and unexpected." "It can't be something from the past." "There are a handful of people who have so outperformed as investors over a long period of time, but... generally speaking, people underperform." "And so if the models are based on the information that the people are underperforming all have, it's going to be interesting to see whether something different comes out of it." David Solomon with David Haber and benahorowitz.eth

Goldman Sachs CEO David Solomon on the open question of agentic investing: "Models work on the facts that are available." "Sometimes the biggest changes in the way you have to think about investing in a portfolio comes from things that are completely new and unexpected." "It can't be something from the past." "There are a handful of people who have so outperformed as investors over a long period of time, but... generally speaking, people underperform." "And so if the models are based on the information that the people are underperforming all have, it's going to be interesting to see whether something different comes out of it." David Solomon with David Haber and benahorowitz.eth

a16z

62,860 次观看 • 8 个月前

David Sacks explains why AI doomerism is supplanting climate doomerism on the left: “I think the left needs a central organizing catastrophe to justify their takeover of the economy and to regulate everything, and especially to control the information space. And I think that you're seeing that the allure of the whole climate change doomer narrative has kind of faded. Maybe it's the fact that they predicted 10 years ago that the whole world would be underwater in 10 years, and that hasn't happened.” “At a certain point you get discredited by your own catastrophic predictions. I suspect that's where we'll be with AI doomerism in a few years. But in the meantime, it's a really good narrative to kind of take the place of the climate doomerism.” David Sacks Erik Torenberg

David Sacks explains why AI doomerism is supplanting climate doomerism on the left: “I think the left needs a central organizing catastrophe to justify their takeover of the economy and to regulate everything, and especially to control the information space. And I think that you're seeing that the allure of the whole climate change doomer narrative has kind of faded. Maybe it's the fact that they predicted 10 years ago that the whole world would be underwater in 10 years, and that hasn't happened.” “At a certain point you get discredited by your own catastrophic predictions. I suspect that's where we'll be with AI doomerism in a few years. But in the meantime, it's a really good narrative to kind of take the place of the climate doomerism.” David Sacks Erik Torenberg

a16z

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Ben Horowitz on why a16z is incubating The Horowitz Andreessen Academy: the Industrial Revolution remade education. AI will too. "The university system started out as a religious institution with the Jesuits and so forth. Then the Industrial Revolution came, and all of a sudden everybody needed a higher level of the ability to learn things, the ability to be literate." "The university system exploded in the US. The universities got much bigger, and there became many more of them." "That was really necessary to train the population to enter the corporate world. It's hard for people to understand now, but in 1700 there was no corporate world. There was a farm world, and then all of a sudden we get these companies." "To exist in that environment, you've got to be able to read and write and do math... To a large extent, the America that we have was built on the backs of our great universities." "We're hitting the AI revolution now, which is going to be, in our estimation, as transformational in terms of jobs, the way jobs are done, and the kinds of jobs that are available, as the Industrial Revolution was to the agricultural society that came before it." "The idea that the training for the Industrial Revolution is going to map into the AI revolution, probably not perfectly. There needs to be a pioneer that shows the way: How do you train somebody into the new world?" benahorowitz.eth

Ben Horowitz on why a16z is incubating The Horowitz Andreessen Academy: the Industrial Revolution remade education. AI will too. "The university system started out as a religious institution with the Jesuits and so forth. Then the Industrial Revolution came, and all of a sudden everybody needed a higher level of the ability to learn things, the ability to be literate." "The university system exploded in the US. The universities got much bigger, and there became many more of them." "That was really necessary to train the population to enter the corporate world. It's hard for people to understand now, but in 1700 there was no corporate world. There was a farm world, and then all of a sudden we get these companies." "To exist in that environment, you've got to be able to read and write and do math... To a large extent, the America that we have was built on the backs of our great universities." "We're hitting the AI revolution now, which is going to be, in our estimation, as transformational in terms of jobs, the way jobs are done, and the kinds of jobs that are available, as the Industrial Revolution was to the agricultural society that came before it." "The idea that the training for the Industrial Revolution is going to map into the AI revolution, probably not perfectly. There needs to be a pioneer that shows the way: How do you train somebody into the new world?" benahorowitz.eth

a16z

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Ben Horowitz and Diogo Almeida on TypeSafe AI's "build prod, not God" approach: Ben: "You said something there that is so unusual in today's world, which is, 'AI is really, really fun.' The company has such a different demeanor and view of AI than everybody else." "If we had any other kind of big lab leader, they'd be trying to, even if they had joy, cover that. Your view is so different. You're like, 'No, we're going to create a way better world, and it's going to be awesome.'" Diogo: "I think [most people in the AI world] don't get it. It's just a classifier complaint. It's an ML-level concern while everyone else is having a Jev party." "We can do all the things that we wanted to do, and I think if you don't get developers, it'll be hard to understand what's really going on." "I do think there's a pretty negative world painted that I obviously disagree with... The fact that AI has so much potential is what made it really tragic for me that we had not released this. So now it's a little bit of a party for me." Diogo Almeida TypeSafe AI benahorowitz.eth

a16z

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Ben Horowitz says great companies come from founders with one strength that it outweighs all their weaknesses. “It's always a mistake to rule out somebody who's truly world-class on a weakness.” “It's always a mistake to invest in somebody who's not truly world-class on a lack of weakness.” benahorowitz.eth Jack Altman

Ben Horowitz says great companies come from founders with one strength that it outweighs all their weaknesses. “It's always a mistake to rule out somebody who's truly world-class on a weakness.” “It's always a mistake to invest in somebody who's not truly world-class on a lack of weakness.” benahorowitz.eth Jack Altman

a16z

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Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

a16z

79,935 次观看 • 11 个月前

Cursor CEO Michael Truell: Programming in the future might not mean programming with an AI helper, but in a new language entirely. "There is a future version of the world where the way you interact with AI is a little bit less like it's a human helper that you're delegating work to... and instead, it's a little bit more of an advance in compiler or interpreter technology." "It can lead you to a world where programming languages actually change. They can start to be a little bit more about what you want and a little bit less about how you do it." "There is a world where direct manipulation of the UI starts to play a little bit more into it." Michael Truell with Patrick Collison

Cursor CEO Michael Truell: Programming in the future might not mean programming with an AI helper, but in a new language entirely. "There is a future version of the world where the way you interact with AI is a little bit less like it's a human helper that you're delegating work to... and instead, it's a little bit more of an advance in compiler or interpreter technology." "It can lead you to a world where programming languages actually change. They can start to be a little bit more about what you want and a little bit less about how you do it." "There is a world where direct manipulation of the UI starts to play a little bit more into it." Michael Truell with Patrick Collison

a16z

92,602 次观看 • 7 个月前

Elon Musk: To really be intelligent, AI has to make predictions that are in line with reality. “It's incredibly important for an AI model to be grounded in reality. I have a saying, which is physics is the law and everything else is a recommendation. I'm not suggesting people break the laws made by humans, we should generally obey the laws of humans. But I've seen many people break human made laws, but I have not seen anyone break the laws of physics. So, for any given AI, grounding it against reality and reality, for example, as you mentioned with the car, it needs to drive safely and correctly. The humanoid robot Optimus needs to perform the task that it's being asked to perform. These are things that are very helpful for ensuring that the model is truthful and accurate because it has to adhere to the laws of physics. So I think that's actually maybe somewhat overlooked or at least not talked about enough is that to really be intelligent it's got to make predictions that are in line with reality. In other words, physics.” Conversation with Satya Nadella, May 19, 2025

Elon Musk: To really be intelligent, AI has to make predictions that are in line with reality. “It's incredibly important for an AI model to be grounded in reality. I have a saying, which is physics is the law and everything else is a recommendation. I'm not suggesting people break the laws made by humans, we should generally obey the laws of humans. But I've seen many people break human made laws, but I have not seen anyone break the laws of physics. So, for any given AI, grounding it against reality and reality, for example, as you mentioned with the car, it needs to drive safely and correctly. The humanoid robot Optimus needs to perform the task that it's being asked to perform. These are things that are very helpful for ensuring that the model is truthful and accurate because it has to adhere to the laws of physics. So I think that's actually maybe somewhat overlooked or at least not talked about enough is that to really be intelligent it's got to make predictions that are in line with reality. In other words, physics.” Conversation with Satya Nadella, May 19, 2025

ELON CLIPS

680,153 次观看 • 9 个月前

Elon Musk: To really be intelligent, AI has to make predictions that are in line with reality. “It's incredibly important for an AI model to be grounded in reality. I have a saying, which is physics is the law and everything else is a recommendation. I'm not suggesting people break the laws made by humans, we should generally obey the laws of humans. But I've seen many people break human made laws, but I have not seen anyone break the laws of physics. So, for any given AI, grounding it against reality and reality, for example, as you mentioned with the car, it needs to drive safely and correctly. The humanoid robot Optimus needs to perform the task that it's being asked to perform. These are things that are very helpful for ensuring that the model is truthful and accurate because it has to adhere to the laws of physics. So I think that's actually maybe somewhat overlooked or at least not talked about enough is that to really be intelligent it's got to make predictions that are in line with reality. In other words, physics.” Conversation with Satya Nadella, May 19, 2025

Elon Musk: To really be intelligent, AI has to make predictions that are in line with reality. “It's incredibly important for an AI model to be grounded in reality. I have a saying, which is physics is the law and everything else is a recommendation. I'm not suggesting people break the laws made by humans, we should generally obey the laws of humans. But I've seen many people break human made laws, but I have not seen anyone break the laws of physics. So, for any given AI, grounding it against reality and reality, for example, as you mentioned with the car, it needs to drive safely and correctly. The humanoid robot Optimus needs to perform the task that it's being asked to perform. These are things that are very helpful for ensuring that the model is truthful and accurate because it has to adhere to the laws of physics. So I think that's actually maybe somewhat overlooked or at least not talked about enough is that to really be intelligent it's got to make predictions that are in line with reality. In other words, physics.” Conversation with Satya Nadella, May 19, 2025

ELON CLIPS

30,805 次观看 • 5 个月前

Ilya Sutskever, OpenAI co-founder, on why the company that builds AGI shouldn't be chasing infinite profits: Speaking on the No Priors podcast, Ilya Sutskever turns a question on the very technology he's working to build. "If you believe that the technology that we are building, AGI, could potentially be so capable as to do every single task that people do... does it mean that it might unemploy everyone? Well, I don't know, but it's not impossible." From that possibility, Ilya Sutskever draws a conclusion about how such a company should be structured: "And if that's the case, it makes sense. It will make a lot of sense if the company that builds such a technology would not be incentivized to make infinite profits." But he doesn't present this as a settled view. He immediately points to the force that complicates it — competition: "I don't know if it will literally play out this way because of competition in AI. So there will be multiple companies and I think that will have some unforeseen implications on the argument which I'm making. But that was the thinking." His point is simple: if AGI can do everything a person can, it might put people out of work on a massive scale, and that changes things.

Ilya Sutskever, OpenAI co-founder, on why the company that builds AGI shouldn't be chasing infinite profits: Speaking on the No Priors podcast, Ilya Sutskever turns a question on the very technology he's working to build. "If you believe that the technology that we are building, AGI, could potentially be so capable as to do every single task that people do... does it mean that it might unemploy everyone? Well, I don't know, but it's not impossible." From that possibility, Ilya Sutskever draws a conclusion about how such a company should be structured: "And if that's the case, it makes sense. It will make a lot of sense if the company that builds such a technology would not be incentivized to make infinite profits." But he doesn't present this as a settled view. He immediately points to the force that complicates it — competition: "I don't know if it will literally play out this way because of competition in AI. So there will be multiple companies and I think that will have some unforeseen implications on the argument which I'm making. But that was the thinking." His point is simple: if AGI can do everything a person can, it might put people out of work on a massive scale, and that changes things.

Big Brain AI

13,398 次观看 • 4 个月前

"My biggest worry is... the perception of technology in America." Ben Horowitz on why optimism about AI is critical: "Over 70% of people in China are optimistic about AI. And less than 30% in America or something like that were optimistic about AI." "We're very focused on the dangers of AI here and not on the positive things." "We're going to... end traffic deaths. We're going to cure cancer. We're going to end poverty as we know it." "Those are pretty good things." "The positive uses of the technology are extremely positive. The negative ones are there, but we can manage them, in the same way we've managed the negative of every technology." "Starting with fire, which has very bad consequences — it can burn down your village... but it also heats your house, and cooks your food, and does some very wonderful things." benahorowitz.eth with David Ulevitch 🇺🇸

"My biggest worry is... the perception of technology in America." Ben Horowitz on why optimism about AI is critical: "Over 70% of people in China are optimistic about AI. And less than 30% in America or something like that were optimistic about AI." "We're very focused on the dangers of AI here and not on the positive things." "We're going to... end traffic deaths. We're going to cure cancer. We're going to end poverty as we know it." "Those are pretty good things." "The positive uses of the technology are extremely positive. The negative ones are there, but we can manage them, in the same way we've managed the negative of every technology." "Starting with fire, which has very bad consequences — it can burn down your village... but it also heats your house, and cooks your food, and does some very wonderful things." benahorowitz.eth with David Ulevitch 🇺🇸

a16z

51,056 次观看 • 7 个月前

“We are dream builders. We’re not dream killers.” Ben Horowitz on a16z's written culture that forbids publicly attacking founders or startups: “We have a culture that is written culture... You cannot join the firm unless you sign the culture document that says you'll adhere to this culture.” “Our whole point is, if you want to do something larger than yourself and make the world a better place, we are a hundred percent for it.” benahorowitz.eth Packy McCormick

“We are dream builders. We’re not dream killers.” Ben Horowitz on a16z's written culture that forbids publicly attacking founders or startups: “We have a culture that is written culture... You cannot join the firm unless you sign the culture document that says you'll adhere to this culture.” “Our whole point is, if you want to do something larger than yourself and make the world a better place, we are a hundred percent for it.” benahorowitz.eth Packy McCormick

a16z

395,938 次观看 • 8 个月前

David Sacks: The Techno-Realist On E215, David Sacks explained a third category outside of techno-optimist and doomer: "Given the choice between the two categories of techno-optimist and techno-pessimist, I'm definitely in the optimist camp. And I think we should be." "But I think there's actually a third category that I would submit: techno-realist." "Which is, technology is going to happen. Trying to stop it is like ordering the tides to stop." "AI is going to happen. We might as well be the leader." "If we don't do it, somebody else will. China's going to do it or somebody else will do it." "If we don't, we could lose in a key category that has implications for national security, for our economy, for many things." "That's just not a world we want to live in." "So, I think a lot of this debate is sort of academic because the question is just, is it going to happen or not?" "And I think the answer is yes. So then we want to control it." "There's not a tremendous amount of choice in this, I think."

David Sacks: The Techno-Realist On E215, David Sacks explained a third category outside of techno-optimist and doomer: "Given the choice between the two categories of techno-optimist and techno-pessimist, I'm definitely in the optimist camp. And I think we should be." "But I think there's actually a third category that I would submit: techno-realist." "Which is, technology is going to happen. Trying to stop it is like ordering the tides to stop." "AI is going to happen. We might as well be the leader." "If we don't do it, somebody else will. China's going to do it or somebody else will do it." "If we don't, we could lose in a key category that has implications for national security, for our economy, for many things." "That's just not a world we want to live in." "So, I think a lot of this debate is sort of academic because the question is just, is it going to happen or not?" "And I think the answer is yes. So then we want to control it." "There's not a tremendous amount of choice in this, I think."

The All-In Podcast

154,348 次观看 • 1 年前

Peter Jackson talks about AI in Hollywood. Calls it “a tool” like stop-motion or CGI before and what ultimately matters is “imagination, originality” of whoever uses the tool: “I think AI — used in the right way — is a tool like any other tool. [The original] King Kong…was stop-motion and done by a person moving a rubber creature. Why shouldn't somebody on a computer using AI software be able to create their own imagery? They should. It's a tool. It's no different from many other tools that have existed over the years. But the other side of it is that it's always going to come down to the imagination and originality of the person feeding the instructions into the AI program. It's not that you're going to type in an instruction and it's going to generate your shot, and that's that. The question is: is it actually interesting? Is it funny? Is it imaginative? And are you going to stitch it together to make a narrative, a story? Some people will make really great films that way. Some people will do exactly the same process and their film will be crap, just like in the normal film industry. Whether it's AI or anything else, it comes down to whether the person behind it — or the people behind it — have originality, imagination, and an ability to entertain people.”

Peter Jackson talks about AI in Hollywood. Calls it “a tool” like stop-motion or CGI before and what ultimately matters is “imagination, originality” of whoever uses the tool: “I think AI — used in the right way — is a tool like any other tool. [The original] King Kong…was stop-motion and done by a person moving a rubber creature. Why shouldn't somebody on a computer using AI software be able to create their own imagery? They should. It's a tool. It's no different from many other tools that have existed over the years. But the other side of it is that it's always going to come down to the imagination and originality of the person feeding the instructions into the AI program. It's not that you're going to type in an instruction and it's going to generate your shot, and that's that. The question is: is it actually interesting? Is it funny? Is it imaginative? And are you going to stitch it together to make a narrative, a story? Some people will make really great films that way. Some people will do exactly the same process and their film will be crap, just like in the normal film industry. Whether it's AI or anything else, it comes down to whether the person behind it — or the people behind it — have originality, imagination, and an ability to entertain people.”

Bearly AI

43,816 次观看 • 4 个月前