大家看清楚，a16z 的合伙人在哪里寻找AI投资机会？
昨天，在斯坦福听他讲了一个小时，围绕着 “算力、网络、存储、模型”，这些需求，都是有质和量的飞跃！
存储就在这四个方向里面！这四个方向才是最重要的角色！其他的不是“主角“。  $MU $DRAM $TSM

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Please take a close look: Where are the partners at a16z looking for AI investment opportunities?

Yesterday, I listened to him speak for an hour at Stanford, focusing on "computing power, networks, storage, and models"—these demands represent both qualitative and quantitative leaps!

Storage is right in these four areas! These four areas play the most important role! The others are not the "protagonists."

Original author: ChandlerZ, Foresight News
On the evening of May 28, the SPACEEX-USDH perpetual contract on Hyperliquid experienced a sharp flash crash, with the price falling from a low of $2,277 to a low of $1,254 within 30 minutes, a drop of nearly 45%, before rebounding to around $2,169.
This crash resulted in the liquidation of 405 users and 1,393 positions, with a total liquidation amount of $1.51 million.
Data shows that the total trading volume of this contract in the past 24 hours...

SpaceX's stock price plummeted 45% in 30 minutes; retail investors were already hit hard even before the company went public.

Over the past two decades, the most valuable assets on the internet have been two things: user time and ad space.

Whoever can get users to spend more time browsing and click more will capture the largest slice of the digital economy. Traffic is the hardest currency of this era.

But today, a new signal is emerging.

[Digital Labor Force] From January to May 2026, Anthropic's annualized revenue surged from $9 billion to $45 billion.

Meanwhile, ChatGPT's individual subscription growth stagnated, and the global 2C paid conversion rate for AI applications is generally below 5%. Charging just one dollar and users will switch to Doubao...

AI is not replicating the internet; it is replicating the Industrial Revolution.

Strategy, formerly known as MicroStrategy, is facing intense scrutiny and criticism from Wall Street professionals for its strategy of aggressively accumulating Bitcoin with unlimited leverage.

Jeff Dorman, Chief Investment Officer of Arca, a well-known cryptocurrency asset management firm, has publicly warned that Strategy's capital structure, which relies heavily on issuing preferred stock, is now facing a "gotten out of hand" crisis.

(Annually 15...)

Arca's Chief Investment Officer warns: Strategy MicroStrategy's $15 billion magnesium preferred stock is "out of control," with the probability of selling cryptocurrency this year exceeding 90%.