Executive Summary
A16z's investment team identifies three converging infrastructure primitives that bypass traditional distribution bottlenecks. Guy Willett argues stablecoins are narrow banks that must evolve into on-chain credit origination to scale beyond tokenized fiat, reducing loan servicing costs from 1-3% annually while enabling composability impossible in traditional finance. Oliver Shoe sees autonomous labs emerging through AI reasoning combined with robot learning, creating collaborative human-AI-robot...
Key Investment Opportunity
Native-First Financial Infrastructure
On-chain credit origination and synthetic dollar factories create scalable financial products with lower operational costs than tokenized traditional assets
...and 2 more investment opportunities
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