Latest Interviews
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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.
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On Career Moves and Business Leadership
Ben Horowitz, Krisztina "Z" Holly, Rohan
Venture capitalist Ben Horowitz leverages his unique background as a former rapper and Netscape engineer to define his approach in *The Hard Thing About Hard Things*, where he argues that wartime leadership requires decisive, unpopular actions rather than traditional empowerment strategies. He applies these principles at Andreessen Horowitz by fostering a culture of extreme respect through specific behavioral rules and by investing in technical founders with defensible data advantages in fields like AI and bioengineering. Horowitz contends that combining diverse skills creates unique value and warns that while automation accelerates, it historically spawns new job categories, urging founders to pursue breakthrough ideas that initially seem foolish to established players.