Ben Horowitz: RSI, Crypto as AI Money, & Classified Physics

a16z Podcasta16z PodcastBen HorowitzFeb 23, 20261h 48min

Ben Horowitz delivers bold predictions about AI's imminent breakthrough potential, arguing we've already entered an era of recursive self-improvement that will fundamentally reshape scientific discovery. He makes a contrarian case against AI regulation by framing it as an attempt to regulate mathematics itself, while positioning cryptocurrency as the inevitable currency for AI agents in an automated economy.

Key takeaways

  • AI will discover physics breakthroughs equivalent to Einstein's theory of relativity within the next two years through systematic experimentation.
  • We have already entered the era of recursive self-improvement, making 2025 potentially the most consequential year for our species' future.
  • Regulating AI development is fundamentally an attempt to regulate mathematics, which Horowitz argued directly to Biden administration officials.
  • Cryptocurrency will emerge as the natural currency for AI agents operating in an increasingly automated digital economy.
  • The classification of nuclear physics research failed to prevent other nations from developing atomic weapons, suggesting similar AI restrictions would be ineffective.

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36:35· 38sprediction

Ben Horowitz predicts AI will discover the next theory of relativity

36:35 / 37:13

you're discovering relativity. You know? It's just litanies of experiments with different, you know, different trials and then taking the one that worked and redeploying it, and now you have a smarter AI. And now it's trying more trials. It's it's really very likely that we're well down that path.

And I know also, Ed, I I do think we're going to discover the next relativity or equivalent of relativity in physics as well with AI. And, I I'm prediction? We're interested in that as well. Prediction? What would you like to hear? Next relativity? When

when are we gonna have discovery by an AI

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