A16Z's weekly charts examine attention economy dynamics (Netflix vs. short-form video, media consumption caps), GPU rental and token demand trends suggesting sustained AI capex strength, and the U.S. manufacturing sector's muted capacity response despite historic demand spikes—with electrical equipment a notable laggard and labor shortages emerging as a bottleneck.
Topics: AI (Horizontal) · AI Infrastructure · Semiconductors
Published by A16Z · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.