Content
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Why Every Satellite Needs Earth | Northwood CEO on a16z New
Bridgit Mendler, Co-founder and CEO of Northwood, joins a16z’s Erik Torenberg to discuss the critical but overlooked bottleneck in space: ground infrastructure. Northwood is building the systems that connect satellites b...
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Investing in Deeptune New
a16z leads Deeptune's Series A
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AI, Supply Chains, and the Future of Economic Power
Erik Torenberg sits down with Jacob Helberg to discuss AI, manufacturing, supply chains, and the new geopolitics of technology. Drawing on themes from Helberg’s book The Wires of War, they explore why hardware, industria...
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What’s Missing Between LLMs and AGI – Vishal Misra & Martin Casado
Vishal Misra returns to explain his latest research on how LLMs actually work under the hood. He walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way a...
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What It Takes to Clear a Million Crimes a Year with Flock Safety’s CEO
In this episode, previously aired on Cheeky Pint, Garrett Langley describes how a stolen gun in his Atlanta neighborhood led him to build Flock Safety, now deployed in more than 6,000 cities and involved in clearing over...
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Investing in Nexthop AI
a16z invests in Nexthop's $500M Series B
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Your Data Agents Need Context
Enterprise AI data agents are failing without a robust context layer, driving demand for modern data ontologies that unify business definitions, messy data systems, and tribal knowledge to power accurate, autonomous analytics.
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Investing in QuiverAI
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...
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I Built TetrisBench, Where LLMs Compete at Playing Tetris. Here’s What I Found.
Turning Tetris into a coding and optimization loop shows how GPT-5.2, Claude Opus 4.5, Gemini 3, Grok 4.1, and Sonnet 4 differ in long-horizon reasoning, strategy adaptation, intervention timing, and behavior under edge cases and shifting state.
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The State of Generative Media 2026
Today, our friends at fal released the State of Generative Media Report, a deep-dive into the remarkable progress we're seeing in generative media. fal has a particularly privileged vantage point: their inference engine...
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Investing in Shizuku AI
a16z leads Shizuku AI's seed round
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Most People Can’t Vibe Code. Here’s How We Fix That.
Vibe coding promises to democratize software development in America, but today it primarily serves technical power users. The next wave of consumer AI products will determine whether software creation truly reaches the mainstream.
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Investing in Inferact
The AI industry has historically been bottlenecked by training.
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It’s time for agentic video editing
2025 was the year of video. AI-generated ads went mainstream. Launch videos from seed stage startups got millions of views. Video podcasts and interviews exploded.
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Matt Bornstein
Matt Bornstein promoted to a16z General Partner
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State of Consumer AI 2025: Product Hits, Misses, and What’s Next
A detailed look at the 2025 consumer AI landscape in the US, comparing ChatGPT, Gemini, Claude, Perplexity, Grok, and Meta AI across adoption, retention, paid growth, and product innovation.
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Investing in Mirelo
a16z co-lead's Mirelo's $45M Seed Round
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Investing in Unconventional
GPUs are the backbone of the AI industry. They run the majority of training and inference workloads today, and advances in GPU technology consistently drive improvements in frontier model capabilities. In this sense they...
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The Cinderella “Glass Slipper” Effect: Retention Rules in the AI Era
Global AI retention benchmarks are shifting as foundational cohorts emerge and frontier models gain traction. Insights from OpenRouter's State of AI report reveal how workload-model fit drives long-term adoption across markets.
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State of AI: An Empirical 100 Trillion Token Study with OpenRouter
A global analysis of AI usage, reasoning models, and agentic workflows powered by data and insights developed with OpenRouter’s 100 trillion token ecosystem.
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Bitter Economics
AI’s “bitter lesson” demonstrates that scaling compute now drives progress, enabling small teams to turn financial and computational resources into powerful systems.
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Search Wars: Episode 2
Web search for the past 30+ years was built for humans. Now it’s being rearchitected for agents.
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Where you build is who you are: the ElevenLabs story
ElevenLabs, an AI voice company based in Europe with teams in London, Warsaw, and San Francisco, exemplifies how geography and culture shape innovation. Its global approach to voice technology bridges research and product development, creative collaboration, and enterprise-scale deployment.
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There is no God Tier video model: But there is something better
Last year, it seemed like every week a new frontier video model would one-up its peers and push our expectations. We learned to simply expect relentless improvement on measurable benchmarks: longer video output, sustaine...
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Investing in Keycard
AI agents are emerging as the next computing platform, reshaping how software works at its core. For the first time, systems can act on our behalf. This transformation will redefine how we work across every digital surfa...
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Investing in Reducto
a16z leads Reducto’s $75M Series B to reimagine OCR for the AI era. Reducto transforms static documents into live, structured, editable digital objects—turning contracts, forms, and filings into data AI can reason over.
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The Trillion Dollar AI Software Development Stack
Generative AI is revolutionizing software development, with AI coding assistants and agentic tools transforming how 30 million developers plan, code, review, and deploy software worldwide. From productivity gains worth trillions in global GDP to a fast-evolving startup ecosystem, the AI coding revolution is reshaping the future of programming and software creation.
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Raghu Raghuram
Raghu Raghuram joins a16z as Managing Partner and a General Partner
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Investing in Relace
For as long as software has existed, we’ve treated code as something carefully crafted by engineers: designed, typed out line by line, and managed in repositories and workflows built entirely for humans. That view is alr...
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Software is Eating Labor
Software has fundamentally changed the way we record, store, and share information. Its next act is to fundamentally change the nature of our economy, capturing trillions of dollars of value in the process.
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Investing in Periodic Labs
Periodic Labs raised $300M, led by a16z, to build AI scientists and autonomous labs that generate real-world data for breakthroughs in physics, chemistry, and materials.
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America Cannot Lose the Robotics Race
China has rapidly surpassed global competitors in robotics, building a complete supply chain and innovation ecosystem that positions it as the emerging superpower in physical AI. Without urgent regulatory reform and allied industrial coordination, the United States risks losing its ability to compete in the defining technological and strategic race of the century.
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From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki
What comes after vibe coding? Maybe vibe researching.
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Dylan Patel on the AI Chip Race – NVIDIA, Intel & the US Government vs. China
Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.
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Investing in Phota Labs
Phota Labs raises a $5.6M seed round led by a16z to create generative AI that ensures every photo retains both the likeness of the person and truth of the moment.
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Breaking the Cybersecurity Kill Chain with AI
Security tools are best understood not by acronyms but by where they disrupt the cyber kill chain, which maps defenses directly to attacker behavior. What look like competitors often address different stages of attack, leaving meaningful room for founders to build differentiated platforms.
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Building APIs for Developers and AI Agents
Stainless founder Alex Rattray joins a16z partner Jennifer Li to talk about the future of APIs, SDKs, and the rise of MCP (Model Context Protocol). Drawing on his experience at Stripe—where he helped redesign API docs an...
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Building a16z’s Personal AI Workstation with four NVIDIA RTX 6000 Pro Blackwell Max-Q GPUs
In the era of foundation models, multimodal AI, LLMs, and ever-larger datasets, access to raw compute is still one of the biggest bottlenecks for researchers, founders, developers, and engineers. While the cloud offers scalability, building a personal AI Workstation delivers complete control over your environment, latency reduction, custom configurations and setups, and the privacy of running all workloads locally.
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Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple
The AI hardware race is heating up, and NVIDIA is still far ahead. What will it take to close the gap?
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Marc Andreessen: Why Perfect Products Become Obsolete
In this episode, Marc Andreessen joins TBPN for an unfiltered conversation spanning everything from ads in LLMs to why Apple’s AI strategy may be risky for anyone not named Apple.
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How to Build a Successful Company in an Era of Disruption
What happens when a startup becomes a giant—and then has to reinvent itself all over again?
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Performance and Passion: Fal’s Approach to AI Inference
Fal's Burkay Gur and Batuhan Taskaya discuss how they built a generative media cloud optimized for AI video and image models.
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How to Vibe Code Securely
Socket founder and CEO Feross Aboukhadijeh dives into the intersection of vibe coding and security — a great pairing if you follow some best practices.
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The Future of Software Development – Vibe Coding, Prompt Engineering & AI Assistants
Is AI the Fourth Pillar of Infrastructure?
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AI Is Upending SaaS Pricing
Metronome CEO Scott Woody unpacks how AI is fundamentally changing the value proposition of SaaS, spurring a shift to usage-based pricing.
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Enabling Agents and Battling Bots on an AI-Centric Web
Taken from the AI + a16z podcast, Arcjet CEO David Mytton sits down with a16z partner Joel de la Garza to discuss the increasing complexity of managing who can access websites, and other web apps, and what they can do th...
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AI’s Unsung Hero: Data Labeling and Expert Evals
Labelbox CEO Manu Sharma explores data labeling and evaluation in AI, from early supervised learning to today’s reinforcement learning loops.
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Investing in OpenRouter
OpenRouter is becoming the grid operator AI needs — offering a single API to access hundreds of LLMs, and handling failover, load balancing, and routing.
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Advancing Open Source AI Through Benchmarks and Bold Experimentation
The third batch of a16z Open Source AI Grants focuses on better understanding the capabilities of frontier LLMs and testing their boundaries.
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AI, Data Engineering, and the Modern Data Stack
dbt Labs founder and CEO Tristan Handy discusses the rise (and plateau) of the modern data stack and role of AI in analytics and data engineering.
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Enabling Agents and Battling Bots on an AI-Centric Web
Arcjet's David Mytton and a16z's Joel de la Garza discuss how sites can distinguish malicious bots from helpful AI agents — and what to do about it.
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Next-Gen Pentesting: AI Empowers the Good Guys
The assumptions underpinning traditional penetration testing are starting to bend, and a new generation of AI-driven approaches is emerging.
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Giving New Life to Unstructured Data with LLMs and Agents
Instabase's Anant Bhardwaj and a16z's Guido Appenzeller discuss the revolutionary impact of LLMs on analyzing and — some day — acting on unstructured data.
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Fei-Fei Li: World Models and the Multiverse
What if the next leap in artificial intelligence isn’t about better language—but better understanding of space?
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Beyond Leaderboards: LMArena’s Mission to Make AI Reliable
LMArena is reframing the problem of benchmarking AI models: What if the best way to test is to put them in front of millions of users and let them vote?
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Investing in LMArena: The Reliability Layer for AI
LMArena began as a Berkeley research project and has quickly become essential infrastructure for evaluating large language models.
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Where Value Will Accrue in AI: Martin Casado & Sarah Wang
AI’s breakout moment is here - but where is the real value accruing, and what’s just hype?
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What Is an AI Agent?
What exactly is an AI agent — and does anyone actually agree?
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Who’s Coding Now? AI and the Future of Software Development
The a16z Infra teams explores how LLMs are reshaping software development — from its potential as a new programming abstraction to its practical impacts.
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Investing in Hedra
Hedra is an AI video company focused on character animation, making it easy to generate video scenes from an image and audio track or text script.
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Emerging Developer Patterns for the AI Era
Developers are moving past AI as just tooling and starting to treat AI agents as a new foundation for how software gets built.
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MCP Co-Creator on the Next Wave of LLM Innovation
Anthropic's David Soria Parra discusses MCP's inception, exciting use cases for connecting LLMs to external sources, and what's coming next for the project.
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The Software Crisis Behind America’s Infrastructure
Today’s critical infrastructure—air traffic, logistics, defense—is powered by legacy software. And that’s a problem.
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What Is an AI Agent?
a16z Infra partners Guido Appenzeller, Matt Bornstein, and Yoko Li discuss and debate one of the tech industry's buzziest words right now: AI agents.
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Building an Efficient GPU Server with NVIDIA GeForce RTX 4090s/5090s
Building your own GPU server—like the one described here—means no API calls to external services, no data leakage, and no usage throttles.
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Investing in Adaptive Security
Adaptive Security is engineered to anticipate, prevent, and mitigate AI-powered threats before they materialize, and to keep organizations alert.
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Benchmarking AI Agents on Full-Stack Coding
Convex cofounder and Chief Scientist Sujay Jayakar and a16z General Partner Martin Casado discuss the real challenges of autonomous software development and why robust evals — and guardrails like type safety — matter more than ever.
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Automating Developer Email with MCP and Al Agents
Resend's Zeno Rocha and a16z's Yoko Li discuss how AI agents and MCP are reshaping the developer experience for email creation and programming overall.
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Jensen Huang, Anjney Midha and Arthur Mensch on Winning the Global AI Race
The global race for AI leadership is no longer just about companies—it’s about nations. AI isn’t just computing infrastructure; it’s cultural infrastructure, economic strategy, and national security all rolled into one.
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A Deep Dive Into MCP and the Future of AI Tooling
We explore what MCP is, how it changes the way AI interacts with tools, what developers are already building, and the challenges that still need solving.
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Building the Next Generation of Conversational AI
Sesame's Ankit Kumar and a16z's Anjney Midha do a deep dive into the research and engineering behind Sesame's cutting-edge AI model for conversations.
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Agent Experience: Building an Open Web for the AI Era
AI is reshaping web development. At the center is agent experience (AX), a new paradigm where AI agents open new capabilities in web design and experience.
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DeepSeek, Reasoning Models, and the Future of LLMs
a16z partners Guido Appenzeller and Marco Mascorro demystify how DeepSeek works and explain what the era of reasoning models means for AI.
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What DeepSeek Means for Cybersecurity
In this episode of AI + a16z, a trio of security experts join a16z partner Joel de la Garza to discuss the security implications of the DeepSeek reasoning model that made waves recently. It's three separate discussions,...
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Investing in Sesame AI
Sesame believes the promise of augmented reality is in the audio, not the display, and it has trained a novel Conversational Speech Model to deliver on this vision.
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Investing in fal
Fal's inference engine is designed for the complexities of multi-modal AI workloads, focusing on performance, cost, and latency.
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From Prompt to Product: The Rise of AI-Powered Web App Builders
What products are builders using to make websites and web apps with AI? A deep dive into how these products work, their limitations, and the features on the horizon.
Infra Investing Team
We’re former founders leveraging our know-how to invest in entrepreneurs building at every level of the AI stack: from foundation models, core AI systems, and developer tools, to next-gen cloud, data, and security systems.
See Full a16z Team
Infra Portfolio
Any investments or portfolio companies mentioned, referred to, or described on this page 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. Exits include current and former a16z portfolio companies which have been acquired as well as companies which have undergone an initial public offering or direct public offering of shares. Certain publicly traded companies on this list may still be held in Andreessen Horowitz funds. A list of investments made by funds managed by a16z is available here: https://a16z.com/investment-list/. Additionally investments that have participated in a16z accelerator programs can also be found here: https://speedrun.a16z.com/companies/. Excluded from this list are investments for which the issuer has not provided permission for a16z to disclose publicly as well as unannounced investments in publicly traded digital assets. Further, the list of investments is updated monthly and as such may not reflect most recent a16z investments. Past results of Andreessen Horowitz’s investments, pooled investment vehicles, or investment strategies are not necessarily indicative of future results.