a16z just closed a $1.1B Machine Age Fund š¤ā”
Focused on AI infrastructure stack:
ā¢ Chips
ā¢ Data centers
ā¢ Robotics
ā¢ Power/energy
This is the real play. Not the AI tokens, but the picks and shovels. When VCs this size move into infrastructure, it signals where the actual money flows.
Watch for:
ā¢ GPU/chip plays
ā¢ Energy tokens tied to AI compute
ā¢ Decentralized compute protocols
The AI narrative isn't dead, it's just shifting from hype to infrastructure. Position accordingly.
Focused on AI infrastructure stack:
ā¢ Chips
ā¢ Data centers
ā¢ Robotics
ā¢ Power/energy
This is the real play. Not the AI tokens, but the picks and shovels. When VCs this size move into infrastructure, it signals where the actual money flows.
Watch for:
ā¢ GPU/chip plays
ā¢ Energy tokens tied to AI compute
ā¢ Decentralized compute protocols
The AI narrative isn't dead, it's just shifting from hype to infrastructure. Position accordingly.