The 'empowered individual wants to win zero-sum fights' frame is already playing out at scale in China, with one twist: it's not individual consumers filing airline claims, it's SMBs using AI to win commercial disputes, renegotiate supplier contracts, and automate collections. Doubao hit 120 trillion tokens per day last month. The use cases Chinese enterprises are actually driving that number are not romantic at all. It's the plaintiff attorney model, deployed at industrial scale, before most Western observers thought that stage was possible.
if AI keeps accelerating financial fragmentation — stablecoin rails, tokenized assets, bank APIs, local schemes, payout networks, treasury agents — eventually banks will need someone to orchestrate the chaos, not just move money through it.
Now the important question:
who do we call at a16z for the seed round before everyone realizes this?))))
The 'empowered individual wants to win zero-sum fights' frame is already playing out at scale in China, with one twist: it's not individual consumers filing airline claims, it's SMBs using AI to win commercial disputes, renegotiate supplier contracts, and automate collections. Doubao hit 120 trillion tokens per day last month. The use cases Chinese enterprises are actually driving that number are not romantic at all. It's the plaintiff attorney model, deployed at industrial scale, before most Western observers thought that stage was possible.
I called the number and got Weber Asset Management lol smh
love the title. to be fair series c is where the real pressure starts because vcs start caring about unit econ for real
Makes sense.
But reading this, we had a different thought:
if AI keeps accelerating financial fragmentation — stablecoin rails, tokenized assets, bank APIs, local schemes, payout networks, treasury agents — eventually banks will need someone to orchestrate the chaos, not just move money through it.
Now the important question:
who do we call at a16z for the seed round before everyone realizes this?))))
Your articles are always such a bliss to read! Absolutely love your titles fyi
AI 🤖 as Ambulance Chasing Lawyer. Great look.
I believe in the technology btw.
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