The Founders Show

No DePIN talks today Episode 77 of The Founders Show postponed New date to be revealed soon🔜

🎙️ The Founders Show 77: DePIN in the Era of AI ▸ Can DePIN solve the enterprise AI compute crisis? ▸ Inference is where the money is: Is DePIN winning the wrong battle? ▸ Web2 clients vs. Web3 token holders Join us on Thurs, May 14th, at 4PM UTC 📍 nitter.cf/i/spaces/1qGvvkapDgAGB

The Founders Show – May Events 📅 Join the top builders in the industry as they discuss crypto's narrative dark horse DePIN and the crypto super app race Limited sponsored and co-branded spots available Send us a DM to request a spot

A day after Haun announced its $1B second fund, a16z followed with its fifth $2.2B fund That's $3B+ in funding announced in under 48 hours However, this isn’t just capital formation; it’s directional Both funds are converging on a similar thesis: Not more applications. Not more speculative layers. It's time for foundational infrastructure But increasingly, not for humans alone, but for autonomous systems We’re entering a phase where AI moves beyond assistance into execution, participating in markets, allocating capital, and coordinating economic activity That shift introduces a new class of users: Agents that will require wallets, payment rails, identity, and reliable execution environments This explains why they focus on stablecoins, tokenization (RWAs), and on-chain financial rails Most teams are still building for interfaces, dashboards, clicks, and UX flows Founders who are paying attention know the real opportunity is beneath that layer That's why the winners of the next cycle will be those that build: ▸ Execution layers agents can plug into ▸ Capital allocation primitives agents can use ▸ Programmable financial rails agents can trust

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Approximately 560 million people hold crypto today That’s 560 million reasons to develop that idea of yours It’s Monday again, and another week to build ⚒️

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