Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

May 19, 2026 · 30 min · Episode 98

About this episode

Ben Horowitz discusses the impact of AI on software competition and the future of venture capital.

Recorded live at the a16z Fintech Connect conference in Deer Valley, Alex Rampell speaks with Ben Horowitz, cofounder and general partner at a16z, about how AI has rewritten the fundamental rules of software competition, why crypto infrastructure will become essential in an AI-dominated world, and what the future holds for venture capital.

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