What Makes a Great Entrepreneur? | Ben Horowitz on Vintage x Vintage

Horowitz argues AI's infrastructure stack — chips, databases, workloads — is as mismatched as early cloud computing and will be rebuilt from scratch.

• Strengths over weaknesses: Horowitz says great investing means asking if a founder's strength is "world class" — citing Elon Musk's execution ability outweighing his personality issues — rather than screening out every flaw.
• AI bigger than the internet: Horowitz calls AI "the reinvention of the computer" compressed from an 80-year buildout into roughly two years, with token prices falling ~100-fold annually.

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