Everything on Strategy

Durable industrial policy and co-located supply chains are critical for mobilizing private capital. Stable incentives and reduced regulatory friction enable long-cycle projects to secure financing and execute rapidly.

Impact: Policy alignment and industrial clustering lower capital costs and execution risks, making U.S. manufacturing competitive globally.

— from AI Infrastructure: Reindustrializing Minerals and Grid · a16z Podcast· May 13, 2026

The industry is shifting toward asset-light service ecosystems to avoid the physical asset risks seen in the failures of Zillow and OpenDoor, focusing instead on software and lead generation.

Impact: This increases the 'take rate' from professionals' profits and creates deeper lock-in through CRM and data integration.

— from The Evolution and AI Risks of Vertical Marketplaces · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Apr 11, 2026