# Сопутствующие статьи по теме Technology

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Technology", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

IBM Loses $40 Billion, Block Lays Off Half Its Workforce Yet Stock Rises: In the AI Era, What Assets Are Worth Tokenizing?

On February 23, 2026, IBM’s stock plummeted 13.2%, erasing $40 billion in market value, after AI startup Anthropic announced its Claude Code tool could modernize IBM’s legacy COBOL systems—a core profit driver for IBM. In contrast, Block’s stock surged 24% three days later despite announcing a 50% workforce reduction, citing AI-driven efficiency gains. These divergent reactions highlight how AI is redefining asset value. The article argues AI acts as a "repricer" of assets, favoring those with "AI immunity." Key traits include non-codability (e.g., IBM’s hardware-software integration, which AI can’t fully replicate), data moats (exclusive, high-quality data), and AI-augmentability (assets enhanced, not replaced, by AI). Assets vulnerable to AI are those reliant on human intermediation or standardized processes. The framework extends to real-world asset (RWA) tokenization. Assets worth tokenizing are those resilient to AI-driven devaluation, such as energy infrastructure, GPU computing power, exclusive data assets, and hybrid physical-digital assets. The piece cautions against tokenizing assets dependent on human intermediaries or lacking data moats. The conclusion urges executives to stress-test their asset portfolios using the "AI immunity" framework, dynamically manage asset allocation, and carefully evaluate RWA strategies based on AI resilience. It emphasizes that in the AI era, sustainable assets are those that leverage human judgment and possess inherent physical or exclusive value.

marsbit03/19 01:25

IBM Loses $40 Billion, Block Lays Off Half Its Workforce Yet Stock Rises: In the AI Era, What Assets Are Worth Tokenizing?

marsbit03/19 01:25

Dialogue with a16z Co-founder Marc Andreessen: Founders Are Better Off Without Introspection, Human Panic Always Accompanies New Things

Source: David Senra, Organized by Felix, PANews In a nearly two-hour podcast, a16z co-founder Marc Andreessen shared his personal habits, entrepreneurial philosophy, and management methods. Andreessen, who co-created the first widely used graphical web browser Mosaic and co-founded Netscape, discussed his belief that founders should avoid introspection. He argues that dwelling on the past hinders progress, and the best entrepreneurs are driven by impact, not happiness. Andreessen and Ben Horowitz founded a16z in 2009 with the core belief that startups and founders are the central engine of world progress. They champion the "founder-led" model over "managerialism," asserting that it's easier to teach a founder management skills than to teach a manager how to innovate. He cites Mark Zuckerberg and Elon Musk as prime examples. The conversation also covered historical patterns of "moral panic" surrounding new technologies, drawing parallels from bicycles to rock music. Andreessen detailed his unique management observations of Elon Musk, describing a hands-on, technically-deep approach where Musk personally identifies and solves production bottlenecks weekly, creating a culture of intense execution and innovation at companies like SpaceX and Tesla. Andreessen's worldview centers on technology as a powerful balancing force, and a16z's mission remains being the ideal partner for founders who want to change the world.

marsbit03/16 13:06

Dialogue with a16z Co-founder Marc Andreessen: Founders Are Better Off Without Introspection, Human Panic Always Accompanies New Things

marsbit03/16 13:06

The True Replay of the Internet Bubble Is Web3, Not AI

Author TVBee argues that Web3, not AI, is the true reenactment of the 2000 dot-com bubble. The article compares the three sectors: the historical internet bubble, the current AI boom, and Web3. During the 2000 bubble, capital was focused on the supply side with many unprofitable companies, while demand-side applications were scarce due to limited internet access and primitive technology. In contrast, the current AI boom is primarily driven by infrastructure leaders like NVIDIA and AMD, which have substantial profits. Demand-side applications, such as various AI models and tools, are growing and integrating into more use cases, though the ecosystem is still developing. Web3, however, is criticized for its significant supply-side speculation with high valuations based on minimal revenue (e.g., ZKsync's $1.76B市值 vs. $458 daily income). Demand-side applications are limited mostly to DeFi, memecoins, and prediction markets, with much activity driven by airdrop farming rather than genuine utility. The author concludes that Web3, with its hype-driven capital and lack of practical products, mirrors the 2000 bubble most closely. Predictions include a likely U.S. stock market correction (but not a crash), a moderate impact on Bitcoin, and a prolonged, painful consolidation for altcoins to separate valuable projects from speculative ones. The author warns that the altcoin market decline since late 2024 is not yet over.

marsbit03/13 09:31

The True Replay of the Internet Bubble Is Web3, Not AI

marsbit03/13 09:31

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