A few years ago Patrick Collison remarked there are fewer younger founders today. Ben Horowitz and Martin Casado agree that's what the hardware era looks like, for now:
"If you look at Elon or Travis Kalanick, their companies when they were young were software companies. Even
Today, a16z is announcing the Machine Age Fund, a new $1.1 billion fund for founders rebuilding what intelligence runs on: chips, memory, networking, systems software, power, and the machines that bring AI into the physical world.
Ben Horowitz, Martin Casado, and Raghu Raghuram
Martin Casado, Raghu Raghuram, and Ben Horowitz on why incumbents like Nvidia and CoreWeave are going to willingly leave some money on the table:
"Well, they will do well, there's no question about it... You take any metric, if you want to have a 10x on those metrics, you got to
Today, a16z is announcing the Machine Age Fund, a new $1.1 billion fund for founders rebuilding what intelligence runs on: chips, memory, networking, systems software, power, and the machines that bring AI into the physical world.
Ben Horowitz, Martin Casado, and Raghu Raghuram
Martin Casado on why artificial intelligence is the wrong term and why a16z's new fund is called the Machine Age Fund:
"Artificial intelligence was the wrong word. It's machine intelligence... because it's not how humans think. It is a cache of human thought."
"To date, we
Today, a16z is announcing the Machine Age Fund, a new $1.1 billion fund for founders rebuilding what intelligence runs on: chips, memory, networking, systems software, power, and the machines that bring AI into the physical world.
Ben Horowitz, Martin Casado, and Raghu Raghuram
Raghu Raghuram and Ben Horowitz say a billion knowledge workers are just one of the next AI demand waves:
"ChatGPT went from a casual app to coding for professionals. Now, using coding, you now built amazing tools for knowledge workers. So that's the next frontier. And now there
Today, a16z is announcing the Machine Age Fund, a new $1.1 billion fund for founders rebuilding what intelligence runs on: chips, memory, networking, systems software, power, and the machines that bring AI into the physical world.
Ben Horowitz, Martin Casado, and Raghu Raghuram