Ben Horowitz says AI will be bigger than the internet — and bubble fears miss what's really happening (www.businessinsider.com)

In a recent discussion on "The A16z Show," Ben Horowitz, cofounder of Andreessen Horowitz, asserted that AI represents a transformative computing platform more significant than the internet, challenging the notion that the current hype is merely a bubble. He emphasized that concerns about inflated valuations overlook the unprecedented demand and rapid adoption driving the AI industry's growth. According to Horowitz, the staggering increase in customer interest and revenue suggests a technological evolution that far exceeds past trends. Horowitz also rejected the idea that the AI landscape will produce only a few dominant players, arguing instead for a vast design space that could foster numerous billion-dollar companies. He noted that AI's development involves complex applications tailored to model human behavior, which cannot simply be encapsulated by foundational models. This complexity points to a shift that is not only more chaotic but also more impactful than previous technological revolutions, implying that simplistic comparisons to a bubble might fail to capture the depth of change occurring within the AI field.