I'd like more attention to this post. It isn't really about a16z or Marc's stupendously high-IQ bonce. It's my theory of the entire AI bubble in all its cheque-kiting not-technically-a-Ponzi glory.
This scam will go much longer than it should, because it *has to*.
https://pivot-to-ai.com/2025/04/10/a16z-raising-fresh-20b-for-ai-bubble-investments/