I don't really understand, can someone explain to me what is going on in Ben Horowitzs' head? He wrote excellent books, seems like a really smart and nice perso

I don't really understand, can someone explain to me what is going on in Ben Horowitzs' head? He wrote excellent books, seems like a really smart and nice person... And then decides to double down on Neumann, and also go in on nfts? What is the thought process?