Ben Horowitz says OpenAI and Anthropic threaten nearly every public company

Andreessen Horowitz co-founder Ben Horowitz says OpenAI and Anthropic threaten almost every public company, because their product, AI intelligence, sits under every business.

Horowitz's remarks were reported on X by Rohan Paul on October 18, 2026. Chamath Palihapitiya, in the same discussion, says the two companies will attract most investor interest in AI because few other investable AI companies exist.