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Watch Falcon 9 launch 27 @Starlink satellites to orbit from California https://x.com/i/broadcasts/1YGNrbnzdqLGw

New lid just dropped @intel ✨ #McLarenF1 | #UnitedStatesGP 🇺🇸

Samsung has reportedly begun seeking new customers for its 5nm process as its 4nm foundry capacity is now fully utilized. However, while the company is in talks with global Big Tech firms over contracts to manufacture chips using its 2nm process, some negotiations are reportedly taking longer than initially expected. https://biz.chosun.com/it-science/ict/2026/10/20/FVMUQE74TJDODOC7562CGXREIA/

I spent two days touring Intel’s most advanced fab and talking to its technical leadership to understand what the chips of the future will look like. A lot of what's coming next – gate-all-around transistors, backside power, CFET, hybrid bonding – is hard to follow without actually seeing it, so we made all the awesome animated explainers that I wish I had while I was prepping. I also asked Intel’s leadership how the semiconductor industry will cope with the enormous shock in demand from AI. AI compute has grown 3x a year for the last decade, but according to Intel's CTO, Intel could only double leading-edge wafer production with today’s global stock of chipmaking tools. What kinds of tricks can foundries pull to extend this crossover point where demand surges way ahead of supply? This was a totally new format for us - hope you enjoy! 0:00:00 – Intro 0:00:47 – How Intel brings up a new process node 0:03:22 – What Intel learned from 10nm 0:06:28 – From planar transistors to gate-all-around 0:13:13 – Why High-NA EUV pays off for Intel but not TSMC 0:19:20 – Could chips have evolved completely differently? 0:23:33 – Inside Intel's "Hot Topics" meeting 0:29:30 – Replacing copper wires with ruthenium 0:32:41 – Why stacked transistors take a decade to ship 0:39:45 – Hybrid bonding and the chip-to-chip bottleneck 0:48:00 – There aren't enough tools to 10x chip production 0:53:14 – Can Intel catch up to TSMC? 1:01:02 – Terafab, and rethinking the fab from scratch

https://x.com/i/article/2106118739963916288

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.