a16z投资欺诈性AI产品并游说放松监管
Andreessen Horowitz is investing billions into a bleak future
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Andreessen Horowitz is shaping AI policy — while investing in a bleak vision of the future
Andreessen Horowitz 正在塑造 AI 政策——同时投资了一个黯淡的未来愿景
The firm’s investment portfolio is full of companies that have exploited legal loopholes, created disturbing products, and broken the law.
该公司的投资组合中充满了利用法律漏洞、制造令人不安的产品以及违法的公司。
By
作者:
Tyler Johnston
Tyler Johnston
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Jan 8, 2026
2026年1月8日
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Marc Andreessen wants to shape US AI policy. The venture capital firm he co-founded and runs, Andreessen Horowitz (abbreviated “a16z”), is a major player in the development of new tech startups.
Marc Andreessen 希望塑造美国的 AI 政策。他共同创立并运营的这家风险投资公司 Andreessen Horowitz(简称“a16z”)是新科技初创企业发展中的重要参与者。
These startups include:
这些初创公司包括:
- A bot farm of fake accounts, tricking people and social media platforms into thinking AI-generated ads are posted by real people
- An AI company that wants to normalize cheating on dates, job interviews, and tests with AI
- AI companion apps linked to suicide and disturbing behavior toward children
- A platform hosting thousands of deepfake models — 96% targeting identifiable women — that have been used to create AI-generated content sexualizing children
- Gambling platforms that attempt to subvert existing laws and target vulnerable users
- Fintech companies implicated in fraud and illegality
- 一个虚假账号的机器人农场,欺骗人们和社交媒体平台,使其误以为由 AI 生成的广告是由真人发布的
- 一家希望使在约会、求职面试和考试中利用 AI 作弊常态化的 AI 公司
- 与自杀和对儿童的不当行为相关的 AI 伴侣应用
- 一个托管数千个深度伪造模型的平台——其中 96% 针对可识别的女性——被用于创建将儿童性化的 AI 生成内容
- 试图颠覆现有法律并针对弱势用户的赌博平台
- 涉及欺诈和非法行为的金融科技公司
Many of these companies knew the rules and broke them anyway — or designed products specifically to exploit gaps in consumer protection. The firms profited, and the public paid the costs.
许多这些公司明知规则却仍然违反——或者专门设计产品以利用消费者保护方面的漏洞。这些公司获利了,而公众承担了代价。
There’s a growing public desire to rein in tech companies and regulate AI, so a16z is spending tens of millions of dollars to shape the development of AI policy. The firm helped launch a $100 million super PAC, saw former partners take key government roles, and successfully pushed for an executive order attempting to undermine state AI laws. The partners want to set the rules of the road, even as they’re already driving recklessly.
公众越来越希望遏制科技公司并监管人工智能,因此 a16z 正投入数千万美元来塑造 AI 政策的制定。该公司协助成立了一个规模达 1 亿美元的超级政治行动委员会(super PAC),目睹前合伙人担任政府关键职务,并成功推动了一项试图削弱各州 AI 法律的行政命令。尽管他们已经在鲁莽地驾驶,但合伙人仍希望制定游戏规则。
What follows is The Midas Project's survey of 18 of Andreessen Horowitz's most notorious investments. This isn’t a comprehensive overview of the firm’s larger portfolio, but it indicates a pattern of behavior — one comprising hundreds of millions of dollars of investment by a16z.
以下是《迈达斯项目》对 Andreessen Horowitz 最具臭名昭著的 18 项投资的调查。这并非对该公司更大投资组合的全面概述,但它揭示了一种行为模式——a16z 在此模式中投入了数亿美元。
These investments reveal the lines that a16z is willing to cross and how the lax regulatory environment that they favor would benefit the firm’s bottom line.
这些投资揭示了 a16z 愿意跨越的界限,以及他们所偏好的宽松监管环境将如何有利于该公司的底线收益。
A16z did not respond to a request to comment for this report.
A16z 未回应本报表的评论请求。
Deception and manipulation
欺骗与操纵
A16z has invested in products designed for mass deception. Even if these tactics don’t explicitly violate the law, they can be corrosive to society.
A16z 投资于旨在进行大规模欺骗的产品。即使这些策略没有明确违反法律,它们也可能对社会造成腐蚀。
As technology like advanced AI improves — making it much easier to fake almost anything — decision makers may want to enact new laws or policies that mitigate the social costs. And if a16z gets its way, we might never update the rulebook.
随着先进 AI 等技术的进步——使得伪造几乎任何事情变得容易得多——决策者可能会希望颁布新的法律或政策以减轻社会成本。而如果 a16z 得逞,我们可能永远无法更新规则手册。
Doublespeed
Doublespeed
A16z invested $1 million in October 2025 via Speedrun.
A16z 于 2025 年 10 月通过 Speedrun 向 Doublespeed 投资了 100 万美元。
Doublespeed sells the capacity to trick everyday people, and social media platforms themselves, into thinking AI-generated ads are genuine human content. Here are some select quotes from the company’s promotional video:
Doublespeed 出售一种能力,能够欺骗普通大众和社交媒体平台本身,使其认为由 AI 生成的广告是真实的人类内容。以下是该公司宣传视频中的一些精选语录:
- “We run the only VC-backed bot farm in America. Because why let Russia and China have all the fun?”
- “We didn't break the internet. It was broken to begin with. But now we're killing it entirely.”
- “Welcome to the dead internet.”
- “我们是美国唯一一家获得风险投资支持的机器人农场。既然俄罗斯和中国已经乐在其中,我们何必让出这份乐趣?”
- “我们没有破坏互联网。它从一开始就是坏的。但现在我们正在彻底摧毁它。”
- “欢迎来到死寂互联网。”
A16z's Speedrun program invested $1 million in Doublespeed, a company that was recently covered in a blistering article by 404 Media, which reported: “Andreessen Horowitz is funding a company that clearly violates the inauthentic behavior policies of every major social media platform.”
A16z 的 Speedrun 项目向 Doublespeed 投资了 100 万美元。这家公司最近被 404 Media 发表的一篇猛烈抨击的文章所报道,文章指出:“Andreessen Horowitz 正在资助一家明显违反所有主要社交媒体平台不真实行为政策的公司。”
Excerpts from Doublespeed’s website
Doublespeed 网站摘录
The company’s business model relies on deception, designed to make social media platforms and their users believe AI-generated images and videos depict real people.
该公司的商业模式依赖于欺骗,旨在让社交媒体平台及其用户相信,AI 生成的图像和视频描绘的是真人。
How do they do this? By selling access to “phone farms” that create and manage thousands of fake social media accounts to manipulate engagement metrics. The company's website is explicit, saying its product “mimics” the behavior of real people on social media in order to “get our content to appear human to the algorithms.”
他们是如何做到这一点的?通过出售“手机农场”的访问权限,这些农场创建并管理成千上万个虚假社交媒体账号,以操纵互动指标。该公司的网站直言不讳,称其产品“模仿”真人在社交媒体上的行为,以便“让算法认为我们的内容是人类生成的。”
“Yes, we built a phone farm (and its pretty sick),” said Doublespeed founder Zuhair Lakhani on X. The purpose was “replacing human creators with ai, mainly used for marketing.”
“是的,我们建立了一个手机农场(而且相当厉害),”Doublespeed 创始人 Zuhair Lakhani 在 X 平台上表示。其目的是“用 AI 取代人类创作者,主要用于营销。”
A photo of Doublespeed’s phone farms, shared by the founder Zuhair Lakhani on X.
Doublespeed 创始人 Zuhair Lakhani 在 X 平台上分享的手机农场照片。
They use thousands of real phones to pull this off because social media platforms like TikTok have policies against and methods to detect the mass generation and deployment of fake accounts.
他们使用数千部真实手机来实施这一计划,因为像 TikTok 这样的社交媒体平台有政策禁止并具备检测大规模生成和部署虚假账号的方法。
The company has the accounts imitate human behavior before posting deceptive content. This means the fake accounts search specific keywords, scroll their “For You” pages, and use AI to analyze screenshots of content to determine whether to “repost it, comment on it” or “swipe away.”
该公司让账号在发布误导性内容之前模仿人类行为。这意味着虚假账号会搜索特定关键词、浏览他们的“为你推荐”页面,并使用 AI 分析内容截图,以决定是否“转发、评论”或“划走”。
A feed of AI-generated marketing content created by Doublespeed. Source: Superwall on YouTube
由 Doublespeed 创建的 AI 生成营销内容流。来源:YouTube 上的 Superwall
A selection of nearly identical Doublespeed-run TikTok accounts. Most posts involve the AI decoy complaining about any one of a number of medical issues. Then, the account lists a handful of cures, including a foam roller product from Doublespeed’s client. Source: Tiktok, Doublespeed on loom
一系列几乎相同的由 Doublespeed 运营的 TikTok 账号。大多数帖子涉及 AI 替身抱怨各种健康问题之一。然后,该账号列出几种治疗方法,包括来自 Doublespeed 客户的泡沫轴产品。来源:Tiktok, Doublespeed on loom
This is all designed to circumvent platforms’ restrictions on fake content and then serve that fake content to unsuspecting real people.
这一切都是为了规避平台对虚假内容的限制,然后将这些虚假内容呈现给毫无戒心的真实用户。
In a podcast interview, Lakhani offered details about one of the company’s clients: “They're hitting like the old person niche, which is what I think is like the best niche to hit with AI content.”
在一次播客采访中,Lakhani 提供了该公司一个客户的细节:“他们瞄准的是老年人这一细分市场,我认为这是用 AI 内容切入的最佳细分市场。”
Polling and research have found that older people are less likely to say they’ve heard about AI and more likely to fall for AI-generated misinformation.
民调和研究发现,老年人较少声称听说过 AI,且更容易相信 AI 生成的虚假信息。
Lakhani drew a parallel between this client and his prior work producing AI-generated marketing content at scale: “It was all like old person niche stuff. So like all supplements that would, you know, target old people, and that's when the commission would go crazy.”
Lakhani 将这位客户与他此前大规模生产 AI 生成营销内容的工作进行了类比:“都是关于老年人细分市场的内容。比如所有针对老年人的补充剂,那时佣金就会疯涨。”
“Those brands would tell you to do like, you know, make some like extremely crazy claims,” he said, “especially with supplements.” Lakhani added, “The supplement stuff should definitely be like kind of illegal. I don't know how that is allowed.”
“那些品牌会告诉你去做一些,你知道的,极其疯狂的声明,”他说,“尤其是针对补充剂。”Lakhani 补充道,“补充剂方面的东西肯定应该有点违法。我不知道这怎么被允许的。”
Despite their founder stating that supplement ads should be illegal, Doublespeed isn’t shying away from them. In December 2025, a hacker gained access to Doublespeed’s entire backend and the leaked data showed what the AI-generated “influencers” were actually selling.
尽管其创始人表示补充剂广告应当非法,Doublespeed 并未回避此类广告。2025年12月,一名黑客入侵了 Doublespeed 的整个后端系统,泄露的数据揭示了那些由 AI 生成的“网红”实际上在推销什么。
One account, “pattyluvslife,” featured an AI-generated woman claiming to be a UCLA student. The account criticized the supplement industry and pharmaceutical companies as fraudulent — while simultaneously promoting a herbal supplement from a brand called Rosabella.
一个名为“pattyluvslife”的账号展示了一位声称自己是加州大学洛杉矶分校(UCLA)学生的 AI 生成女性形象。该账号批评补充剂行业和制药公司存在欺诈行为——与此同时却在推广一个叫 Rosabella 的品牌旗下的草本补充剂。
Another account under the name “chloedav1s_” had uploaded some 200 posts featuring an AI-generated woman claiming to suffer from various health conditions and often pictured in a hospital bed. She ultimately promoted a specific company’s foam roller as a solution to her ailments.
另一个名为“chloedav1s_”的账号上传了约 200 篇帖子,内容是一位声称患有多种健康状况的 AI 生成女性,且经常出现在病床上的照片中。她最终推广了一家特定公司的泡沫轴,称其为解决自身病痛的方法。
A tweet from DoubleSpeed’s founder shows one of the company’s bot accounts messaging a user to promote the product. In the post, Lakhani boasted, “A couple of weeks ago, we gave the [AI] agents access to dm … This was for an ecommerce brand - out of 130 dms sent, 15 pointed to a conversion.”
DoubleSpeed 创始人的一条推文显示,该公司的一台机器人账户正在向用户发送消息以推广产品。在该帖文中,Lakhani 吹嘘道:“几周前,我们让 [AI] 代理访问了私信……这是为了一个电商品牌——在发出的 130 条私信中,有 15 条指向了转化。”
Another image from Doublespeed’s platform showing their bot account, imitating a human and messaging users with medical conditions to promote the client’s foam roller product. Source: Zuhair Lakhani on X.
另一张来自 Doublespeed 平台的图片展示了他们的机器人账户,它模仿人类,向患有疾病的用户发送消息以推广客户的泡沫轴产品。来源:Zuhair Lakhani 在 X 上发布的内容。
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