a16z 的 Chris Dixon 提出“互联网契约”概念：Google、Facebook 等分发方与新闻、旅游等内容网站之间长期存在流量换收益的协议。AI 替代导致 Stack Overflow 等网站流量骤降，广告与转化变现模式失效，大量依赖人类注意力经济的业务将受冲击。他预计未来十年互联网将迎来“大重构”，重塑经济分配、注意力流向与协作方式，创业者有机会从第一性原理重新设计更好的互联网。
AI 生成摘要 · 以原文为准
Chris Dixon on the deal that built the internet, why AI is breaking it, and the "great reconfiguration" that comes next:
"I call it the internet's covenant, which is sort of a deal between the distribution side of the internet, Google, Facebook, and so forth, and the content side, news sites, travel sites, whatever it might be."
"The websites that make money on ads and conversions and other things can no longer do that. You see the early signs of this, like Stack Overflow and some other websites where the traffic dropped precipitously when you had sort of AI replacements."
"Many of these transactions will still happen. They just won't happen in the way they were happening... There's a bunch of businesses that are built on the human attention economy that will have challenges."
"On the entrepreneur side, there's a chance to rethink these things from first principles and say, 'Okay, what does a better internet look like?'"
"I think this is gonna happen over the next, let's call it decade, you're gonna have this kinda great reconfiguration of the internet and how the economics work, how the attention flows, how knowledge is shared, how people produce things together, collaborate."
@cdixon
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.在 X 查看被引用的帖子
来源：a16z · x.com