Why AI Is Not a Bubble: a16z Founder's Deep Insights on Demand, Investment, and Judgment

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a16z co-founder Ben Horowitz explained why the AI boom isn't a bubble, citing strong demand, client adoption, and revenue growth. He noted that on-chain data reflects real-world usage and market traction. Unlike past bubbles, AI's design space and long-term potential suggest multiple winners. Horowitz also highlighted the firm's team structure and the role of judgment in investment. The fear and greed index shows sustained interest, but Horowitz argues this is driven by fundamentals, not speculation.
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