a16z Market Presentation Deck | Slidebook.io

a16z Market Presentation Deck

April 2023, 60 slides

of to repeat | a16z

state of today | a16z

our view web is more than a movement it an evolution of the are more than ledgers they are computers just a new system it a new computing platform financial financial anew | a16z

webs matters reverent | a16z

web is the next evolution of the combining the best features of eras web web web open decentralized protocols community governed centralized services corporation governed network limited functionality no value accrual to advanced functionality value accrues to big tech companies | a16z

web and web democratized information and publishing web democratizes ownership webs i token | a16z

users have more power and earn a greater share of revenue on web versus web platforms web web the network design has economic consequences users can easily exit code is open source data is public products are extensible platforms can commit to rules store up | a16z

web counterbalances the trend toward consolidation big tech web decade ago of total market cap up from a third of all global web traffic | a16z

web advances the through computers not casinos financial speculation trust in management opaque operations fragile tech innovation code enforced rules transparent operations resilient | a16z

| a16z

a positive feedback loop drives market cycles projects price new ideas interest | a16z

apparent chaos has underlying order the market has undergone four cycles each bigger than the last a | a16z

great products get built regardless of financial and downswings performance tech company year founded so seer | a16z

trends to watch | a16z

are scaling through multiple promising paths new layer is application specific optimistic optimism zero knowledge polygon data availability | a16z

extending are scaling of all fees are paid by on rolling | a16z

a major upgrade years in the making eliminates environmental objections transitioned to a new energy saving consensus mechanism through a series of activities culminating in the merge on toa | a16z

now consumes of the energy that consumes annually switched to energy saving proof of stake pos from energy intensive proof of work pow estimated energy consumption height comparison for scale pos a an | a16z

staking transforms collateral into outsized economic security total economy | a16z

uses for zero knowledge proofs are becoming tangible what is a proof a cryptographic method for proving a statement is true without revealing any information about the statement other than that it is true how can use proofs scaling privacy recent developments | a16z

the zero knowledge field is gaining momentum related academic publications by year stars for key repositories i daily transactions verifying proofs on at constraints | a16z

creators have earned more than billion in royalty revenues transfer based royalties are the industry is exploring creator royalties paid by on | a16z

the world biggest brands are exploring web beginning with | a16z

web games are a huge opportunity to welcome new users to parallel billion on digital launched | a16z

web is experimenting with novel forms of community governance communities are driving public goods funding for new projects governance is moving beyond simple token voting are becoming formal legal entities and prevent attacks enable to liquid treasury assets fulfill using | a16z

participation in dao governance is growing total votes unique voters unique proposals | a16z

the is losing its lead in web | a16z

how policy and regulation impacts our views banning new business models or technologies undermines values and drives innovation and jobs elsewhere agency guidance or new legislation that establishes appropriate clear rules will protect consumers and help the web industry legal businesses and their customers deserve access to services and lawful protections from banking relationships to data privacy businesses should be the focus of regulation whereas decentralized autonomous should not see regulate web not protocols flourish financial more on principles at a | a16z

regulation is being debated proposed market legislation could provide needed clarity courts are set to decide many cases government and industry are actively engaging protection act reps bankruptcy actions rule action mango markets fraud ongoing interactions between | a16z

bipartisan momentum is building | a16z

metrics | a16z

tech markets are a function of supply and demand or innovation and adoption innovation supply adoption demand | a16z

| a16z

developers products and research drive innovation supply side i interested contract a developer library ethers academic publications | a16z

bull markets attract new developers who tend to stick around active developers | a16z

more than developers interact with related repositories monthly interested developers | a16z

activity and better tooling have driven exponential growth in contract contract | a16z

verified smart contracts are at an all time high indicating a robust pipeline of product launches verified smart contracts | a16z

core developer library usage is increasing highlighting steady growth in the dev community developer library web ethers | a16z

has become a significant area of academic research academic publications | a16z

rising prices generate interest in related jobs job search interest | a16z

a ear | a16z

consumer uptake drives adoption demand side do i transactions so a transaction fees volume ens buyers | a16z

active addresses are growing steadily as web adoption increases active addresses | a16z

transactions exploded as scaling technologies reduced transaction fees transactions | a16z

fees increase as demand rises but decrease as scaling tech supplies more transaction fees paid | a16z

the number of mobile wallet users has declined since early mobile wallet users | a16z

decentralized exchanges are trading over monthly amid market volatility volume | a16z

after a speculative period the number of buyers appears to be rising again buyers | a16z

despite market fluctuations the demand for remains high volume | a16z

of inde a | a16z

introducing the state of index the state of index helps visualize the balance of supply and demand in the industry an interactive tool to track innovation adoption next | a16z

the state of index measures market growth the state of index is calculated based on the weighted average monthly growth of all included metrics underlying track supply innovation and demand adoption | a16z

the state of index is interactive you can manipulate the weights and thresholds according to your preferences our default values represent just one many views market determine how much impact each category has on overall calculation determine minimum value for a category start contributing | a16z

the state of index is updated monthly | a16z

state of index | a16z

what next | a16z

it is still early days users unique active addresses log scale | a16z

what we expecting some thoughts for and beyond a | a16z

important disclosures | a16z

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