Andreessen Horowitz’s latest “Charts of the Week” argues that capital and labor in the U.S. economy are moving away from purely digital themes and back toward physical, capital-heavy industries. The firm highlighted a sharp rotation in exchange-traded fund themes over the past six years, with clean energy, emerging-market tech and healthcare giving way to artificial intelligence, nuclear power, space, defense and infrastructure by 2026. The report also focused on data centers as a major driver of local construction, hiring and wage growth. In some smaller states, projects representing less than 3 gigawatts of capacity still account for roughly 60% of private nonresidential construction spending, according to the charts cited by a16z. Job postings tied to data centers show wage premiums that can reach 64%, while one contractor quoted in a Dallas Fed report said data center projects were paying concrete workers $45 an hour plus a $150 daily stipend, versus $28 to $32 elsewhere. The same collection of charts also tracked higher Uber prices, rising gig-work participation, a surge in social commerce, and a widening gap in AI usage between typical companies and heavy adopters. On that front, a16z said AI agents now consume nearly five times as many tokens as humans, with more than 85% of agent token use tied to cached prompts. The firm added that traffic to legacy automation tools such as Zapier, Make and N8N has fallen by double digits on a rolling 12-week basis, while Gumloop remains the outlier gaining traction.

QVC, which helped pioneer modern live shopping in 1986, has filed for Chapter 11 with $6.6 billion in debt. The company’s sales model was later adopted by TikTok Shop and Amazon Live, leaving the TV shopping giant struggling to keep pace.

QVC is available across Spectrum TV packages, but its channel number varies by region. Users can find it through the TV guide, official resources, customer support, and on-demand or streaming options.