BEN HOROWITZ SAYS AMAZON $AMZN CEO ANDY JASSY TOLD HIM AI SUPPLY IS SOLD OUT BEYOND 2028 "I said, yeah, like we're out of everything till 2028. He's like, oh, it's beyond 2028." Then he explained why that makes AI nothing like the dot-com bubble "In the internet bubble, we didn't have enough demand because we had to build the internet. People had to get broadband. Originally they had to get their browser at Fry's. There weren't enough consumers on the internet to absorb all the bandwidth that had gotten built out." "The lack of demand killed it. We don't really have a lack of demand in AI, so I think the dynamics will be different." He did flag one risk. "If you get into a pathological debt situation, that can wreck anybody." He said that's why Andreessen Horowitz isn't invested in any of the neoclouds. "That whole thing scares me, having been through it."