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Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z

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April 14, 2026

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Recorded live at the a16z Fintech Connect conference in Deer Valley, Alex Rampell speaks with Ben Horowitz, cofounder and general partner at a16z, about how AI has rewritten the fundamental rules of software competition, why crypto infrastructure will become essential in an AI-dominated world, and what the future holds for venture capital.

Timestamps:

(00:00) Intro

(01:39) The New Laws of Physics for Tech Companies

(06:37) Why Not Every Legacy SaaS Company Is Dead

(08:17) The Future of Venture Capital

(10:30) America's AI Infrastructure Bottleneck

(14:27) AI + Crypto: Why They're More Connected Than You Think

(19:54) The Future of VC

(24:06) AI and the History of Technological Change

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see

Guests & Subjects Covered

Fintech ConnectDeer Valley Alex RampellBen HorowitzThe New LawsTech CompaniesThe FutureVenture CapitalAmerica's AI Infrastructure Bottleneck

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