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#Chips

AI hardware: dies, memory, accelerators.

13 items

CapitalOct 21, 2026 · 3:51 PM ET · a16z

Thirty years ago, general-purpose chips beat specialized ones in the semiconductor industry’s great strategy debate. Today the same debate is back, but with new constraints.

Builder score 50Why it scoresRules judge: Capital item; Topics: chips; Source: a16z.
InfrastructureSep 19, 2026 · 8:03 AM ET · Construction Physics (Brian Potter)

AirBnB’s housing accelerator, rising steel prices, a resurgence of US coal power, low-head dams, and more.

Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: chips, energy, policy; Source: Construction Physics (Brian Potter).