“AI is changing the value prop of software.” We spoke with Metronome CEO @l3amm about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

The House just made history by passing major legislation on stablecoins (GENIUS Act) and market structure (CLARITY Act) in an overwhelmingly bipartisan way. This is a huge moment for crypto and for all Americans. We’re very close to having comprehensive, proactive rules in place for the first time. Next up: the GENIUS Act goes to the President’s desk for his signature. After that, the Senate should pass the CLARITY Act. We believe passing these laws is the best way to ensure that America remains the world leader in the next era of the internet. Thank you to all the cosponsors of these bills and the incredible supporters on both sides of the aisle in Congress.

US per capita energy usage peaked in 1973. China's has increased 9x since then. We forgot how to build mega projects. Our grid has ossified. Our partner @rmcentush explains:

Please welcome Naomi Metzger (@afrochicksnft) to @a16zcrypto Voices Onchain! An 11x British triple jump champion, Commonwealth bronze medalist, and European Team silver medalist, Naomi is a pro athlete bringing elite sport into the world of crypto. From launching NFT art and running crypto-powered fitness challenges to documenting her LA 2028 Olympic journey onchain, Naomi is redefining what it means to be an athlete in crypto. Catch her this week at the 10th @ChristiesInc Art + Tech Summit, where she’ll be creating content with the VO team and speaking on the panel “Performance, Patronage, and Impact.”

The biggest scandal is that top Silicon Valley VC firms went to China and “taught them how to do early stage investing.” Venture capital is American Dynamism. “It is the thing that allows America to be dominant in the global economy.” And we just gave it away. “VCs went over there and shared information, shared limited partners, shared all of the aspects and the functions of how you build an incredible legacy defining venture firm.” Twenty years later, China has a full-stack tech ecosystem aligned with the CCP. The real scandal is not just Apple but Silicon Valley itself. @KTmBoyle

RT @sarahdingwang: Thrilled to back @miramurati and the world-class team behind ~ every major recent AI research and product breakthrough.…

“If we don’t get to world class in crypto… AI has the potential to really wreck society.” @bhorowitz w/ @TomBilyeu on why crypto is essential for AI: 1/ we won’t know what’s real or fake 2/ centralized data systems will become indefensible 3/ AI agents need economic agency to be useful “Those are problems that are by far best solved by blockchain technology.”

BREAKING: Early TBPN hire @liangsays has been traded to @a16z.

today i start my next chapter building new media efforts @a16z alongside @eriktorenberg. we are putting together a small superteam to craft the story arc of the greatest american venture firm over the next decade grateful to @tbpn for a generational ride. blessed to work with a truly world-class team (and interns). the temple of technology is forever here's who we are hiring for: interns, dropouts, film school misfits, directors, generational poasters, vibe coders, cracked founding engineers. if this excites you, my dm is open. must be on x, in-person sf only

“ If you are AI-native right now, coming out of college, the amount you can teach a company is unbelievable.” New grads: AI fluency is a superpower and a wedge into your next job. Big companies move slowly. If you can teach them how to move faster with AI, you’ll stand out. @levie and @martin_casado talk AI adoption, SaaS vs. AI-native models, org strategy, and more on the @a16z podcast.