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▶ 7:55 · $SAP · $CRM · Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview

now playing · $SAP · $CRM

Horowitz argues Salesforce and SAP are extremely hard to displace even with AI

Incumbent software giants have deep moats; AI alone cannot easily replicate the heavy lifting of enterprise platforms like Salesforce and SAP.

$CRM···bullish· mediumben horowitz

Horowitz argues Salesforce and SAP are extremely hard to displace even with AI

Incumbent software giants have deep moats; AI alone cannot easily replicate the heavy lifting of enterprise platforms like Salesforce and SAP.

$CURSORbullish· mediumben horowitz

Cursor exemplifies new startup physics: $1B+ revenue in record time via AI coding

AI-native products can achieve hyper-growth revenue trajectories impossible under old software scaling laws, as shown by Cursor reaching $1B+ ARR almost instantly versus 12-15 yea…

$NVDA···bullish· highben horowitz

Horowitz praises Jensen Huang's consistent leadership across gaming, crypto, and AI eras

Nvidia has maintained a coherent identity and strategy across multiple technology waves (gaming, Bitcoin mining, AI) without reinventing itself, demonstrating rare leadership dura…

$PREPARED-911bullish· high· posben horowitz

Prepared 911's AI-enabled emergency response cuts police response to 90 seconds

AI-powered 911 systems deploy drones within 90 seconds of a call or gunshot, giving officers real-time video and dramatically improving situational awareness.

$FLAG-SAFETYbullish· high· posben horowitz

Flag Safety's AI cameras reduce mistaken-identity police confrontations

AI cameras provide precise vehicle and occupant identification, eliminating description errors that cause half of violent police confrontations and enabling safer apprehensions.

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▶ 7:55 · $SAP · $CRM · Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview

now playing · $SAP · $CRM

$SAP···bullish· mediumben horowitz

Horowitz argues Salesforce and SAP are extremely hard to displace even with AI

Incumbent software giants have deep moats; AI alone cannot easily replicate the heavy lifting of enterprise platforms like Salesforce and SAP.

$CRM···bullish· mediumben horowitz

Horowitz argues Salesforce and SAP are extremely hard to displace even with AI

Incumbent software giants have deep moats; AI alone cannot easily replicate the heavy lifting of enterprise platforms like Salesforce and SAP.

$CURSORbullish· mediumben horowitz

Cursor exemplifies new startup physics: $1B+ revenue in record time via AI coding

AI-native products can achieve hyper-growth revenue trajectories impossible under old software scaling laws, as shown by Cursor reaching $1B+ ARR almost instantly versus 12-15 yea…

$NVDA···bullish· highben horowitz

Horowitz praises Jensen Huang's consistent leadership across gaming, crypto, and AI eras

Nvidia has maintained a coherent identity and strategy across multiple technology waves (gaming, Bitcoin mining, AI) without reinventing itself, demonstrating rare leadership dura…

$PREPARED-911bullish· high· posben horowitz

Prepared 911's AI-enabled emergency response cuts police response to 90 seconds

AI-powered 911 systems deploy drones within 90 seconds of a call or gunshot, giving officers real-time video and dramatically improving situational awareness.

$FLAG-SAFETYbullish· high· posben horowitz

Flag Safety's AI cameras reduce mistaken-identity police confrontations

AI cameras provide precise vehicle and occupant identification, eliminating description errors that cause half of violent police confrontations and enabling safer apprehensions.