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a16z
.@diodeinc is using AI to design circuit boards, simplifying messy, slow workflows.
We’re excited to invest in Diode to scale manufacturing of hardtech in the US.
Circuit boards are in every smartphone, medical device, and fighter jet. Better circuit design means more of the tech we rely on.
None of the above should be taken as investment advice or an advertisement for investment services; please see for more information. For a full list of portfolio companies, visit

Davide Asnaghi16 tuntia sitten
Exciting news on @diodeinc published on Business Insider today.
1/ We raised capital! Over $14.5m, most recently in a $11.4m series A round led by @a16z (details below)
2/ We are working with fortune 100 companies and fast growing startups. If you are building hardware, we want to be your first choice for circuit boards.
3/ This is just the beginning, insane benchmarks coming later this month

21,21K
"When [an industry] expands, zero-sum thinking is deadly."
From our GP @martin_casado: "[AI] is clearly in an expansion phase… You should be aggressively investing."
"In the collapse phase… you have consolidation."
"The end state of consolidation will always be an oligopoly or a monopoly."
"In none of this do you lose margins."
11,35K
We are excited about the CLARITY Act. This is a watershed moment for crypto and America.
Years of uncertainty have stifled innovation, exposed consumers to harm, and favored profiteers.
The CLARITY Act could be a generational law.
When our legal frameworks are designed to foster innovation and protect consumers, America leads, and the world benefits.
Here’s more about CLARITY and why it matters.

a16z crypto22.7. klo 04.13
The House of Representatives recently advanced a major new “market structure” bill with overwhelming bipartisan support (294 to 134, with 78 Democrats supporting). This bill, the Digital Asset Market Clarity Act or “CLARITY Act” (HR 3633) would establish a clear regulatory framework for digital asset markets. The bill now progresses to the Senate, which is working on its own version of market structure legislation that will be informed by CLARITY.
If passed, this bill will establish clear rules of the road for blockchain systems — ending the years of uncertainty that have stifled innovation, exposed consumers to harm, and favored profiteers embracing opacity over the entrepreneurs pursuing transparency. Like the Securities Act of 1933, which established investor protections and powered a century of U.S. capital formation, the CLARITY Act could be a generational law.
When our legal frameworks are designed to both foster innovation and protect consumers, America leads — and the world benefits. CLARITY is that kind of opportunity. While this legislation builds on the bipartisan momentum of last year’s FIT21 bill, CLARITY improves upon it in several key ways, which we outline below: covering what the builders need to know, and why this bill is crucial to aligning innovation, consumer protection, and U.S. national security.
Learn more about The CLARITY Act in the thread below.
And find the full post by @milesjennings & Aiden Slavin:

50,43K
Our infra team breaks down the concept of “context engineering”:
@martin_casado - “If you are going to call a model, you have to know what to put in the context… At some point you’re probably going to use traditional computer science."
@JenniferHli - “What’s the new form factor of infra that needs to become part of this context engineering?... How do you have agents use tools, or infrastructure that will provide discovery and guarantees of observability of these systems as well?”
“New infrastructure pieces create new patterns and methods of software and building systems. This is a great example of it emerging before our eyes.”

Andrej Karpathy25.6.2025
+1 for "context engineering" over "prompt engineering".
People associate prompts with short task descriptions you'd give an LLM in your day-to-day use. When in every industrial-strength LLM app, context engineering is the delicate art and science of filling the context window with just the right information for the next step. Science because doing this right involves task descriptions and explanations, few shot examples, RAG, related (possibly multimodal) data, tools, state and history, compacting... Too little or of the wrong form and the LLM doesn't have the right context for optimal performance. Too much or too irrelevant and the LLM costs might go up and performance might come down. Doing this well is highly non-trivial. And art because of the guiding intuition around LLM psychology of people spirits.
On top of context engineering itself, an LLM app has to:
- break up problems just right into control flows
- pack the context windows just right
- dispatch calls to LLMs of the right kind and capability
- handle generation-verification UIUX flows
- a lot more - guardrails, security, evals, parallelism, prefetching, ...
So context engineering is just one small piece of an emerging thick layer of non-trivial software that coordinates individual LLM calls (and a lot more) into full LLM apps. The term "ChatGPT wrapper" is tired and really, really wrong.
971
Welcome to the era of self-eating software.
In the old world, software disrupted taxis, sales, and back office.
In the new world, AI is disrupting software itself.
“The profession that I’ve dedicated my entire life to is being disrupted, and it’s very exciting because it’s kind of eating itself.”
@martin_casado
317
a16z cofounder @pmarca on President Nixon’s failed plan to scale nuclear energy in America:
“He saw the energy crisis coming.”
“ He said it's a national imperative to build a thousand new nuclear power plants.”
“ The bad news is, he created the EPA and the Nuclear Regulatory Commission.”
“[This] then prevented Project Independence from happening.”
32,73K
“AI is changing the value prop of software.”
We spoke with Metronome CEO @l3amm about why AI requires a new business model.
“In the cloud era…the value of the software scales as your org scales.”
“In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me?
When the value shifts from access to output, the business model has to follow.
21,81K
a16z kirjasi uudelleen
The House just made history by passing major legislation on stablecoins (GENIUS Act) and market structure (CLARITY Act) in an overwhelmingly bipartisan way.
This is a huge moment for crypto and for all Americans. We’re very close to having comprehensive, proactive rules in place for the first time.
Next up: the GENIUS Act goes to the President’s desk for his signature. After that, the Senate should pass the CLARITY Act.
We believe passing these laws is the best way to ensure that America remains the world leader in the next era of the internet.
Thank you to all the cosponsors of these bills and the incredible supporters on both sides of the aisle in Congress.
99,02K
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