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

America's got to rebuild its entire infrastructure, like, right now.

It goes beyond the title with direct discussion of like, it's, going, including: We don't have enough rare earth minerals.

1. 01America's got to rebuild its entire infrastructure, like, right now
2. 02NVIDIA will make enough chips, but then we won't have enough memory
3. 03So in a world where the old defenses no longer work, what actually makes a company worth building, funding, or keeping?