What happens when two of the biggest tech waves—AI and crypto—start to converge?
In this LP Summit conversation, a16z General Partners Chris Dixon and David George explore how stablecoins are creating a new global financial layer, why generative AI is reshaping market structures, and how the next tech giants will be built.
From network effects to native AI business models, this is a sharp look at the future of innovation and investing.
Timecodes:
00:00 Introduction
00:46 State of Crypto Today
01:53 The Rise of Stablecoins
06:14 Generative AI: Initial Impressions
10:08 AI’s Second-Order Effects and Future Media
12:36 AI and Crypto: Coordination and Collective Action
15:54 Google’s Innovator Dilemma
18:34 Google’s Business Model and the Internet Pact
20:52 Future Business Models in the AI Era
23:54 Advertising and Business Models in the Digital Age
26:11 Network Effects and Competitive Moats
28:11 The Future of AI Applications and Infrastructure
31:33 Investment Strategies and Market Structures
35:25 Evaluating Founders and Venture Capital Insights
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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