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A16z Advances Theory Of Well For AI
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9.2
Andreessen Horowitz partner Anjney Midha recently outlined the "Theory of Well," arguing companies that control chokepoints in the AI stack will capture lasting value and pricing power. The firm raised a $4.25 billion AI-focused fund in 2024 and points to infrastructure plays such as Nvidia, CoreWeave and Scale AI as examples, signaling a shift in venture interest toward infrastructure over applications.
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High industry relevance and credible a16z sourcing, offset by limited empirical proof and not wholly novel insight.
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