PERSON DIRECTORY
Ben Horowitz
Ben Horowitz appears in 28 indexed conversations across The a16z Show, Moonshots, All-In. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
28 EPISODES4 SHOWS
Language
CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
CoreWeave’s 953-basis-point CDS implies 16% annual default risk; fixed-price contracts and $35 billion more to raise leave Chamath’s team estimating a $5 billion break-even gap.Sacks sees demand holding, but financing costs remain a risk; Chamath urges Anthropic to raise at least $200 billion for compute, with SemiAnalysis estimating it and OpenAI will take 60% of next year’s global additions.