Machine intelligence

Aug 28, 2026

Why Top Founders Are Racing Into AI Infrastructure

a16z's new Machine Age Fund addresses the unprecedented demand for AI infrastructure, shifting the bottleneck from models to the foundational hardware. The discussion highlights surging Hyperscaler CapEx, component supply crunch extending to 2028, and the exponential compute needs driven by reasoning and agents. It explores how AI turns engineering problems into capital/compute challenges, identifying opportunities for new infrastructure companies in chips, power, and data center redesign, and the emergence of experienced "systems founders" to rebuild the computing stack for this new era.

Mar 23, 2026

The Doctor Is No Longer the Smartest Person in the Room (with Zack Kass)

Zack Kass discusses his book, *The Next Renaissance*, emphasizing how abundant AI will reshape human life. He delves into the decreasing correlation between wealth and happiness, attributing it to modern technology, and outlines four principles for thriving in the AI age: "Go Outside," "Learn How to Learn," "Be Human," and "Lead with Optimism." Kass illustrates how AI's cognitive commoditization pushes humanity to value empathy, compassion, and other core human qualities over mere intelligence, using compelling anecdotes from healthcare and personal finance.