# 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.

Oaktree Capital's Marks: Investors Underestimate the Impact of AI

Oaktree Capital's Howard Marks warns that investors are significantly underestimating the profound and unpredictable impact of artificial intelligence. He argues that AI's transformative power is accompanied by inherent unpredictability—what it will do, what it won't do, and the extent of human job displacement—making traditional investment strategies based on future predictions insufficient. Citing Block's recent layoff of 4,000 employees as an example, Marks highlights the market's failure to grasp the depth of AI's disruption. He expresses caution about the cyclical nature of technology-driven market exuberance, noting that new innovations often hide risks until it's too late. Regarding investment strategy, Marks strongly advocates for equity over debt financing in AI companies. He believes that if investors are taking on fundamental business model risks posed by AI, they should participate as owners to capture the potential rewards, rather than as fixed-income investors.

marsbit03/18 02:00

Oaktree Capital's Marks: Investors Underestimate the Impact of AI

marsbit03/18 02:00

Huang Reinforces Nvidia’s Role, Pushing AI Cryptocurrencies upwards

Nvidia CEO Jensen Huang's keynote at CES 2026 emphasized the company's pivotal role in the expanding artificial intelligence industry, projecting a $1 trillion chip demand through 2027. This announcement boosted Nvidia's stock by 1.63% and positively influenced AI-related cryptocurrencies. Tokens such as FOMO, LISA, and AIN saw significant gains, rising over 30%, while major AI cryptocurrencies like TAO and NEAR also advanced. The broader crypto market rally, including Bitcoin and Ethereum, further supported the upward trend. Additionally, Nvidia's collaboration with Samsung on the Groq LP30 chip, expected to ship in late 2026, was highlighted.

TheNewsCrypto03/17 09:37

Huang Reinforces Nvidia’s Role, Pushing AI Cryptocurrencies upwards

TheNewsCrypto03/17 09:37

Blockchain Forum 2026: Top Reasons To Attend in Moscow, 14–15 April

Blockchain Forum 2026, the largest crypto and Web3 event in the CIS, will take place in Moscow on 14–15 April. It serves as a key infrastructural hub for the digital economy, bringing together over 20,000 participants from 100+ countries, 250 exhibiting companies, and 200+ exclusive speakers. The forum facilitates strategic discussions on digital assets, partnerships, and industry innovation. It features an extensive exhibition, a dedicated AI Future Forum exploring AI and blockchain synergy, and high-level networking opportunities. The event concludes with an official afterparty featuring performer L’One. Tickets are available with a 10% discount using promo code "blockman".

TheNewsCrypto03/16 14:39

Blockchain Forum 2026: Top Reasons To Attend in Moscow, 14–15 April

TheNewsCrypto03/16 14:39

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

a16z: To Crypto Founders, Enterprises Don't Buy the Best Technology

a16z addresses crypto founders building for enterprises, arguing that companies don't buy the "best" technology—they choose the least disruptive upgrade path. Enterprise adoption is often hindered not by a lack of vision or education, but by product misalignment with organizational realities. Decision-makers prioritize minimizing downside risk over maximizing gains, as failures carry severe personal and institutional consequences. The real "buyer" is often a coalition of stakeholders (legal, compliance, risk, finance) with veto power, not just technical teams. Third-party consultants and system integrators act as gatekeepers, legitimizing new tech through familiar frameworks. Founders must tailor pitches to specific enterprise constraints, avoid "rip-and-replace" narratives, and design products that integrate into existing workflows. Successful adoption requires professionalism, predictability, and incremental integration rather than ideological purity. Examples like Uniswap’s collaboration with BlackRock and LayerZero’s Zero blockchain illustrate strategies that minimize risk while extending existing systems. The key is to become the "hedge" option in enterprise experiments, focusing on secure, auditable, and governable solutions.

marsbit03/13 00:37

a16z: To Crypto Founders, Enterprises Don't Buy the Best Technology

marsbit03/13 00:37

Startups That Truly Survive Rely on Only These Two Moats

In the competitive startup landscape, mere ideas are easily replicated. True survival hinges on building one of two core moats: **technological depth** or **capturing timeless human needs first**. Technological moats involve creating deeply integrated, hard-to-replicate systems—like Apple's early iPhone—where hardware, software, and user experience form a cohesive stack. This demands engineering excellence, sovereignty over key infrastructure, and founders deeply embedded in the creation process. Without control over critical components, reliance on external platforms (e.g., APIs, cloud services) risks abrupt obsolescence. Alternatively, startups can win by speed: identifying persistent needs (e.g., Airbnb for lodging, Uber for transportation) and scaling rapidly to harness network effects. Market dominance breeds switching costs, data accumulation, and brand trust, making replication futile. Most failures stem from lacking both moats: easily copied technology without market speed leads to endless competition. Founders must choose—focus on depth for technological advantage or velocity for market capture—and avoid mixing strategies. Ultimately, enduring companies start with one moat and layer both over time, creating systems the world cannot easily replace.

比推03/12 11:36

Startups That Truly Survive Rely on Only These Two Moats

比推03/12 11:36

2026 is Not the Year of AI, But the Starting Point of a Great Reshuffle of Human Professions

The author, an AI entrepreneur and investor, argues that 2026 will not be the "Year of AI" but rather the starting point of a massive reshuffling of human professions. He states that the current pace of AI advancement, driven by a small number of researchers at companies like OpenAI and Anthropic, is exponential and will soon impact nearly all white-collar industries, not in a decade but within 1-5 years. He provides a personal account of how the latest models (e.g., GPT-5.3 Codex, Opus 4.6) can now autonomously complete complex tasks, such as writing flawless code for an entire software application and testing it, with human-level judgment and decision-making. The author emphasizes that public perception lags far behind reality, as those using free, outdated models are unaware of the capabilities of current paid versions. Key points include: AI is now involved in its own development, creating a feedback loop that accelerates progress ("intelligence explosion"); it will replace cognitive work across law, finance, medicine, and more; and the common belief that AI cannot replicate human judgment, creativity, or empathy is becoming uncertain. The author advises readers to act now by: 1) Seriously using top-tier AI tools in their daily work, 2) Gaining a competitive advantage in their careers by mastering AI before others, 3) Strengthening their financial resilience, 4) Focusing on skills AI cannot easily replace (e.g., building trust, in-person work), 5) Rethinking education for children to emphasize creativity and AI collaboration, and 6) Pursuing personal dreams with AI's help. He concludes that this is a pivotal moment for civilization, posing both immense opportunities (e.g., curing diseases) and existential risks (e.g., uncontrollable AI, weaponization). The future is already here for the tech industry and is imminent for everyone else. Success belongs to those who embrace this reality with curiosity and urgency.

marsbit03/12 00:43

2026 is Not the Year of AI, But the Starting Point of a Great Reshuffle of Human Professions

marsbit03/12 00:43

VCs Have Bet $200 Billion That AI Will Disrupt Everything, But Are They Ready for AI to Disrupt Them?

Venture capitalists invested over $200 billion in AI last year, but the industry now faces a dual disruption from the very technology it champions. The article highlights ADIN, an AI-powered platform that automates investment analysis, using specialized agents to evaluate pitch decks, conduct due diligence, and suggest valuations in about an hour—a task that typically takes human analysts days or weeks. While some VCs, like Marc Andreessen, argue that venture investing is an irreplaceable "art" reliant on human intuition and relationships, others acknowledge AI's potential to improve efficiency in sourcing deals and administrative tasks. A more existential threat emerges as AI drastically lowers startup costs, enabling companies to achieve scale with minimal funding, potentially making traditional large VC investments unnecessary. Examples like Midjourney, a highly profitable AI company with a small team, illustrate this shift. The industry may contract, leaving VCs competing for fewer deals and fundamentally challenging their role. The central question remains: as AI transforms entrepreneurship, will VCs adapt, or become obsolete?

marsbit03/11 09:33

VCs Have Bet $200 Billion That AI Will Disrupt Everything, But Are They Ready for AI to Disrupt Them?

marsbit03/11 09:33

Latest Report from Top US Think Tank CSIS: 4 Truths and 1 Misjudgment About China's Technology...

Based on a comprehensive CSIS report by Scott Kennedy, this analysis examines China's high-tech drive, highlighting four key realities and one major misjudgment. China has significantly increased R&D investment, reaching $1 trillion (PPP) in 2023, leading to notable successes in sectors like EVs (e.g., BYD) and batteries (e.g., CATL), driven by intense domestic competition and market forces. The biopharma sector thrives through global integration and efficient clinical trials. However, the report identifies persistent structural weaknesses: stagnation in total factor productivity, a quality gap in innovation (e.g., low-value patents), and critical dependencies in semiconductors (reliance on global supply chains for advanced chips) and aviation (e.g., C919's high import dependency). The report argues that China's tech power translates into geopolitical influence through military-civil fusion and growing participation in international standard-setting, though it lacks unilateral rule-making ability. A key misjudgment is the belief in "decoupling." The report finds comprehensive separation is counterproductive, fueling China's self-sufficiency while harming global supply chains, inflation, and green energy transitions. Instead, it advocates for "calibrated coupling": targeted restrictions on critical military technologies while maintaining cooperation in non-strategic areas and global issues like climate change. The ultimate advantage will go to those fostering open, inclusive innovation ecosystems.

marsbit03/10 03:29

Latest Report from Top US Think Tank CSIS: 4 Truths and 1 Misjudgment About China's Technology...