Infra

Investing in QuiverAI

Yoko Li, Guido Appenzeller, and Martin Casado Posted February 25, 2026

Generated using Quiver (svg for fonts, graphics) + Cursor (animation)

Since the early days of digital design, one requirement has always remained constant: good design needs to work across every context in which it’s used. Different screens, sizes, formats and surfaces all demand the same thing: underlying structure and composability, not just visual polish. 

Vector graphics (SVGs) are how that structure is encoded. They show up everywhere: the logo on your neighborhood café, diagrams in textbooks and research papers, icons in product interfaces, lightweight animations on the web, and the media kits brands reuse across campaigns. In each case, what matters isn’t just how the graphic looks once, but how reliably it can be reused, edited, and scaled.

The market has made something clear: structure in visual generation is no longer a niche concern, it’s a frontier capability most models are not yet great at. The launch of Gemini 3.1 Pro shows the world that developers and designers don’t just want pixels. They want editable, animatable, production-ready graphics. SVG generation has moved from research curiosity to product expectation now. 

AI has made remarkable progress in producing pixels, but structure is a different problem. A popular read in the AI community is Simon Willison’s “pelican riding a bicycle” test. It started as a joke benchmark, but captures something true. Even when models produce images that look plausible, they often fail to preserve relationships between elements. Limbs merge, objects collapse, and compositional intent gets lost.

An SVG has to be explicit. It must encode hierarchy, grouping, reuse, and spatial relationships. A model may be able to render a mess of flattened pixels, but until it understands structure and composition, its output can’t be meaningfully edited, animated, or reused. What’s amusing in a pixel image is a hard blocker in real design workflows. Try changing a color system. Try isolating a layer. Try extending an animation. That’s when the structure either holds or collapses.

This is the gap Quiver is building to close.

Quiver is building a leading model for vector graphics, enabling high-fidelity, symbolic SVG generation across images, icons, illustrations, and even fonts. Their core insight is simple but powerful: While SVGs are traditionally thought of as an image format, they’re also visual code. Generating them well requires models that reason about both aesthetics and structure.

That perspective naturally extends beyond icons and illustrations. Fonts, for example, are vector systems. Each glyph is a structured composition of paths that must share geometry, rhythm, and style. When a model generates a typeface, it isn’t just drawing letters — it’s defining a coherent visual language that can be reused, extended, and animated.

Quiver generated fonts based on a16z’s existing design

The same principle applies to animation. In the era of coding agents, any agent can emit SVG markup. Quiver can be called by those agents inside environments like Cursor or Gemini AI Studio, to generate animation-ready, structurally coherent SVG that behaves like a real component: 

At the center of Quiver is Joan Rodríguez, one of the top researchers globally working on SVG generation. Joan led the creation of StarVector, one of the first models to generate structured, editable SVGs rather than raster approximations. He later introduced Reinforcement Learning from Rendering Feedback (RLRF), a novel training approach that closes the loop between symbolic SVG code and how it actually renders visually.

Joan’s boots-on-the-ground experience shipping real products impressed us. StarVector was released with open weights, adopted by technical users, and quickly found traction in areas like scientific figures, diagrams, and vector art. It’s already accumulated thousands of GitHub stars and interest from enterprise users. Now, the team has released a flagship SVG model focused on producing cleaner structure, more faithful geometry, and outputs that are designed to be edited, animated, and reused long after the initial render.

We believe Quiver’s work represents foundational infrastructure for how visual assets will be created in the future. Just as code generation required models that understood syntax and semantics, design generation will require models that treat visuals as structured systems. When vector graphics are treated as code, they become something models can reason about and modify directly. This makes generated visuals easier to refine, restyle, and reuse, opening the door to workflows that go far beyond one-off generation.

We’re excited to partner with Joan and the team as they build Quiver, and we’re thrilled to be leading their seed round. The opportunity to reinvent how vector graphics are generated, edited, and scaled is just beginning. If you’re interested in shaping the future of visual code, you can sign up to try Quiver here.

About the Contributors
Want More a16z Infra?

Analysis and news covering the latest trends reshaping AI and infrastructure.

Learn More
Recommended For You
Growth

new Investing in Mind Robotics

Sarah Wang
Growth

new Investing in Nexthop AI

Raghu Raghuram, Shangda Xu, and Guido Appenzeller
Fintech

Investing in Lio

Seema Amble, James da Costa, Eric Zhou, and Brian Roberts
Bio + Health

Investing in Ease

Daisy Wolf, Anish Acharya, and Eva Steinman
American Dynamism

Investing in Chariot Defense

Erin Price-Wright and Ryan McEntush

Want More Infra?

Analysis and news covering the latest trends reshaping AI and infrastructure.

Sign Up On Substack

Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual a16z personnel quoted therein and are not the views of a16z Capital Management, L.L.C. (“a16z”) or its respective affiliates. a16z Capital Management is an investment adviser registered with the Securities and Exchange Commission. Registration as an investment adviser does not imply any special skill or training. The posts are not directed to any investors or potential investors, and do not constitute an offer to sell — or a solicitation of an offer to buy — any securities, and may not be used or relied upon in evaluating the merits of any investment.

The contents in here — and available on any associated distribution platforms and any public a16z online social media accounts, platforms, and sites (collectively, “content distribution outlets”) — should not be construed as or relied upon in any manner as investment, legal, tax, or other advice. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. Any projections, estimates, forecasts, targets, prospects and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Any charts provided here or on a16z content distribution outlets are for informational purposes only, and should not be relied upon when making any investment decision. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, posts may include third-party advertisements; a16z has not reviewed such advertisements and does not endorse any advertising content contained therein. All content speaks only as of the date indicated.

Under no circumstances should any posts or other information provided on this website — or on associated content distribution outlets — be construed as an offer soliciting the purchase or sale of any security or interest in any pooled investment vehicle sponsored, discussed, or mentioned by a16z personnel. Nor should it be construed as an offer to provide investment advisory services; an offer to invest in an a16z-managed pooled investment vehicle will be made separately and only by means of the confidential offering documents of the specific pooled investment vehicles — which should be read in their entirety, and only to those who, among other requirements, meet certain qualifications under federal securities laws. Such investors, defined as accredited investors and qualified purchasers, are generally deemed capable of evaluating the merits and risks of prospective investments and financial matters.

There can be no assurances that a16z’s investment objectives will be achieved or investment strategies will be successful. Any investment in a vehicle managed by a16z involves a high degree of risk including the risk that the entire amount invested is lost. Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by a16z is available here: https://a16z.com/investments/. Past results of a16z’s investments, pooled investment vehicles, or investment strategies are not necessarily indicative of future results. Excluded from this list are investments (and certain publicly traded cryptocurrencies/ digital assets) for which the issuer has not provided permission for a16z to disclose publicly. As for its investments in any cryptocurrency or token project, a16z is acting in its own financial interest, not necessarily in the interests of other token holders. a16z has no special role in any of these projects or power over their management. a16z does not undertake to continue to have any involvement in these projects other than as an investor and token holder, and other token holders should not expect that it will or rely on it to have any particular involvement.

With respect to funds managed by a16z that are registered in Japan, a16z will provide to any member of the Japanese public a copy of such documents as are required to be made publicly available pursuant to Article 63 of the Financial Instruments and Exchange Act of Japan. Please contact compliance@a16z.com to request such documents.

For other site terms of use, please go here. Additional important information about a16z, including our Form ADV Part 2A Brochure, is available at the SEC’s website: http://www.adviserinfo.sec.gov.