Ben Horowitz: The Next Big Thing Will Be a Surprise

When Andreessen Horowitz Co-Founder Ben Horowitz took the stage at the Web 2.0 Expo Wednesday in San Francisco, he was expected to tell audience members which technologies they should invest in and which ones they should build.

Horowitz and co-founder Marc Andreessen have been investing since last year from a $650 million fund, so the audience would have loved to hear Horowitz’s opinions. But he didn’t like that idea.

Instead, in just 10 minutes, he gave a history of the great technology shifts that have occurred in the computer industry over the past 50 years and what they mean.

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Along with original content and posts from across the Dow Jones network, this section of AllThingsD includes Must-Reads From Other Web Sites — pieces we’ve read, discussions we’ve followed, stuff we like. Six posts from external sites are included here each weekday, but we only run the headlines. We link to the original sites for the rest. These posts are explicitly labeled, so it’s clear that the content comes from other Web sites, and for clarity’s sake, all outside posts run against a pink background.

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