Milk Road Stocks(@MilkRoadStocks):Ben Horowitz: The dot-com bubble died from too little demand... But AI compute is sold out until "beyond 2028," according to Amazon $AMZN CEO Andy Jassy. Jason Calacanis asked if CoreWeave's crash pops the AI bubble. Ben: "We don't really have a lack of demand in AI so I think the dynamics will be different." But a16z won't back neoclouds. At LoudCloud, bandwidth fell from $1,500 a megabit in 1999 to $50 by 2001. "You borrowed money to get it, you're dead," he says. Is Ben right that demand makes this different from 2000? FT @bhorowitz @ajassy @Jason @theallinpod.

2026.10.19 18:15

Ben Horowitz: The dot-com bubble died from too little demand... But AI compute is sold out until "beyond 2028," according to Amazon $AMZN CEO Andy Jassy. Jason Calacanis asked if CoreWeave's crash pops the AI bubble. Ben: "We don't really have a lack of demand in AI so I think the dynamics will be different." But a16z won't back neoclouds. At LoudCloud, bandwidth fell from $1,500 a megabit in 1999 to $50 by 2001. "You borrowed money to get it, you're dead," he says. Is Ben right that demand makes this different from 2000? FT @bhorowitz @ajassy @Jason @theallinpod.

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