a16z: How Neoclouds Transformed from Crypto Mining to AI Compute Powerhouses

rohanpaul_ai · x · 2026-08-17

a16z article draws historical parallels to railroads and fiber, explaining how neoclouds (like CoreWeave) repurposed existing infrastructure (power, cooling, ops from crypto mining) for AI compute. Also discusses return of horizontal SaaS, efficient frontier of token-maxxing, and lab talent wars.

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