You should ask Ben then! He's a really smart and accomplished guy and I'm sure would be very happy to share that with you.
If the hypothetical 'crazy, homeless Bill' said that the sun were bright, he'd be correct regardless of the fact that it came from 'crazy, homeless Bill'. If Ben Horowitz stated that 1 = 2, then he'd be wrong, regardless of the fact that he's 'Ben Horowitz'.