Daren Matsuoka
@DarenMatsuoka
head of data and fund strategy @a16zcrypto
1.1K Following 10.6K Followers
A sign that the crypto industry is maturing:
Onchain revenue is now much more distributed.
The world needs more decentralization.
The compute resources AI is trained with, the infrastructure AI runs on, and the revenue that AI generates has consolidated into a handful of big companies.
The reality is that the only real growth in the American economy is coming from the “Magnificent 7” - who are all capitalizing on AI.
The remaining 493 companies in the S&P 500 are, in aggregate, growing at less than the rate of inflation.
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