a16z宣布11亿美元机器时代基金

"Until we run out of problems, we're not going to run out of demand." Erik Torenberg, Martin Casado...

"Until we run out of problems, we're not going to run out of demand." Erik Torenberg, Martin Casado, Ben Horowitz, and Raghu Raghuram on why AI demand has no ceiling, and what that means for supply: "As we've moved from chatbots to reasoning to agents to multi-agents, each step has multiplied the number of tokens a single task takes up by increasing orders of magnitude." "The simple way to think about it is any problem that you have can be solved with enough infrastructure and money. GPUs and power, and money." "AI's answer to getting better and better is to use more AI. Inference is one basic building block that it keeps using over and over and over again." "In the past, money would come in, you have an engineering problem, we know that it takes two years, normally fails... [Now] there's nothing between the money going in and then the hardware creating intelligence. And so now we're just limited by our ability to create supply." @martin_casado @bhorowitz @RaghuRaghuram @eriktorenberg Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z Today, a16z is announcing the Machine Age Fund, a new $1.1 billion fund for founders rebuilding what intelligence runs on: chips, memory, networking, systems software, power, and the machines that bring AI into the physical world. Ben Horowitz, Martin Casado, and Raghu Raghuram see a new economic law. A thousand engineers cannot erase a two-year software lead, but a massive GPU cluster can turn capital directly into capability. Models are improving faster than the memory, interconnect, power, and cooling beneath them. The founder map is changing with it. Some of the strongest teams are moving from pure software into complex hardware because every constraint in the stack is now a company-building opportunity. In this conversation with Erik Torenberg, they explain what founders can build, why the opportunity reaches all the way down to the physical stack, and why a16z created a fund for it. 00:00 Intro 01:08 Why AI needs an entirely new infrastructure 02:02 The bottleneck is no longer the model 02:40 Founders saw it before investors did 06:07 Sold out through 2028 07:14 Why this time is different from 1999 08:57 The company whose idle hardware gained value 10:51 "Why didn't this fund exist five years ago?" 13:51 "Nobody likes to use AI more than AI" 17:06 The startup law that capital just broke 21:05 What Grok Bot got right 26:43 The case for a custom chip per model 28:23 Why AC power isn't good enough 32:07 Lots of new electricians 34:14 What one gigawatt can power 35:03 Why utilities can't just build faster 37:22 The data centers that give power back 38:01 Why we should never have called it AI 39:43 Why Nvidia will willingly leave money on the table 48:08 Hardware founders are older 52:36 Why America has to lead YouTube: youtube.com/watch?v=Zx1Ec8… @bhorowitz @RaghuRaghuram @martin_casado @eriktorenberg Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 3 👀 1866 📊 1 ⚡