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  1. a16z54 min

    Why Top Founders Are Racing Into AI Infrastructure

    Ben Horowitz, Martin Casado, Raghu Raghuram, Erik Torenberg

    The Machine Age Fund targets the critical infrastructure bottlenecks constraining the "Machine Intelligence" revolution by investing in the physical computing stack, from raw copper mining to power grid upgrades. With hyperscalers projecting $1 trillion in annual capital expenditure and GPU supply booked through 2028, the fund prioritizes founders with hardware and supply chain expertise to solve severe shortages in energy capacity, liquid cooling, and specialized labor. This strategy aims to secure the physical assets required to support exponentially growing compute demand while preventing the United States from losing its infrastructure leadership to global competitors.

  2. a16z1h 10m

    Ben Horowitz in Conversation w/ Dr. Clarence B. Jones, MLK's Advisor and Speechwriter

    Ben Horowitz, Dr. Clarence B. Jones, Megan Holston Alexander, Ron Charles, Jr., Larry Appelbaum, Jr., David Plylar, Jr.

    Dr. Clarence Jones, a key strategist and speechwriter for Dr. Martin Luther King Jr., joined Ben Horowitz at an Andreessen Horowitz event to recount the personal dynamics of the Civil Rights Movement and critique modern diversity frameworks. Jones detailed the pivotal moment he joined the movement after King honored his mother during a sermon, recalled the tactical writing of the *Letter from Birmingham Jail*, and warned against contemporary interpretations that judge historical figures by present-day standards rather than their specific context. He concluded that true progress requires demanding change through merit and shared purpose, contrasting King's unified goals with current politicized approaches to race and inclusion.