a16z chart weekly report: Apple absent from AI capital expenditure race; Roblox builds games with AI

An a16z chart weekly report indicates that Apple is the only Mag7 company to outperform major indices this year. Its capital expenditure remains below pre-AI boom levels, while the top four hyperscalers saw their capex grow by approximately 6 to 9 times. Roblox disclosed that over 80% of its top 100 games by playtime in the past month used AI tools to accelerate development, with daily cloud asset uploads increasing twofold compared to the previous period.