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