' Hey, Linas here! Every day, I break down 3 stories shaping the future of FinTech & Artificial Intelligence - plus the money movements and trends worth tracking. First time here' 400k+ FinTech and AI leaders get this daily. Join them: One of the largest investors in the artificial intelligence cycle Andreessen Horowitz (a16z), just released State of Markets II, its 100+ chart view on where tech, AI, and capital are heading. And it makes one big argument: the AI boom is real, it's earnings-backed, and still super early. We analysed the whole 90-page deck and listened to the partners' accompanying podcast (so you don't have to!), and turned it all into a strategy guide for anyone building, working or investing in AI. At the core, two numbers essentially frame the whole deck. Hyperscalers will spend about $780B on capex in 2026, nearly double last year, as they race to build AI capacity. Yet only 2% of S&P 500 companies track an AI metric over time, even though 69% run AI live. That...
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