AI Boom Bigger Than Internet, Says Guy Who Probably Owns Half Of It
KEY POINTS
- ā¢Ben Horowitz, cofounder of Andreessen Horowitz, dismissed bubble fears during a January 2026 episode of 'The A16z Show'.
- ā¢He argued that AI is a revolutionary computing platform with unprecedented customer adoption and revenue growth worldwide.
- ā¢Horowitz predicts many billion-dollar companies will emerge due to AIās complex design space, making it bigger than past tech booms.
On a recent episode of 'The A16z Show' in January 2026, Ben Horowitz, cofounder of Andreessen Horowitz, poured cold water on the AI bubble paranoia others fret over like Sam Altman, Bill Gates, and Ray Dalio. According to him, describing AI as 'just hype' is like calling the internet 'a fancy screensaver.' He claims AI is a revolutionary computing platform bigger than the internet itself, a brave new world with demand so explosive customer adoption is breaking past any previous revenue growth charts ever seen. Forget modest ideas like 'one or two winners;' Horowitz predicts an avalanche of billion- and possibly ten-billion-dollar firms emerging from an enormous, messy AI design space. In other words, the technology powering AI apps isnāt just a monolithic all-powerful model but a complicated beast dissecting human behavior in ways that no foundation model can swallow whole. So while gigantic valuations make seasoned investors sweat, Horowitz insists itās not a bubble, just the wild growth party of a lifetimeāheld in private boardrooms youāre definitely not invited to.
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AI valuations are skyrocketing so fast, investors think itās a bubble, but Horowitz says itās just demand showing off. Turns out, weāre all just terrified of how much money some dudes can make before the crash.
Ben Horowitz says AI is bigger than the internet, so buckle up for a billion-dollar game of tech monopoly no one's prepared for.
Everyoneās freaking out about an AI bubble while Horowitzās VC firm casually plans to make more billionaires than Googleās IPO day.
Source: Businessinsider | Published: 1/14/2026 | Author: Thibault Spirlet
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