Ben Horowitz

What Ben Horowitz Says About Investing

8 episodes featuring Ben Horowitz on investing

Key Insights on Investing

The four largest companies contributed 1% to GDP growth last year with $400 billion in capital spending, driving an unprecedented investment supercycle

  • Goldman Sachs spent $6 billion on technology last year but would have preferred $8 billion - efficiency gains from AI could unlock that additional investment
  • Horowitz argues that 'winning deals' is more important than 'picking deals' - being able to secure investments in chosen companies matters more than selection ability

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