Exponential growth across 2 dimensions, users and tokens per user, makes this AI era different from earlier buildouts, and allows AI labs' compute math to work (Fin/@fi56622380)

Andreessen Horowitz created a $1.1 billion “Machine Age” fund for AI hardware. Z.ai released GLM-5.3 weights, requiring companies with >$10 billion revenue to undergo a security review. Meta placed full-page U.S. ads urging TikTok and YouTube to add teen-safety features. Nvidia’s leaked DLSS 5 library appeared in dozens of games. Tencent announced the 770-billion-parameter Hy4 model with a 1 million-token context window. Owner secured $240 million Series D funding at a $2.3 billion valuation to build restaurant AI agents. South Korea launched a free premium AI-tool program with KT, SK Telecom and Kakao.