Content
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Investing in Eka Robotics New
a16z leads Eka Robotics’ Series A
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Investing in TypeSafe AI
a16z leads investment in TypeSafe AI
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Investing in Preference Model
a16z invests in Preference Model
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Beyond the God Model | Alex Atallah & Amjad Masad
A16z’s Erik Torenberg sits down with OpenRouter’s Alex Atallah and Replit founder and CEO Amjad Masad to discuss why the future of AI may look less like one all-purpose model and more like an ecosystem of specialized mod...
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Investing in doxxnet
a16z leads doxxnet’s Series A
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Rebuilding the Internet for Privacy | Barrett Lyon on DoxxNet
a16z’s Joel de la Garza sits down with DoxxNet founder Barrett Lyon to discuss what it would take to rebuild the internet around privacy, direct communication, and less dependence on centralized intermediaries.
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The $1 Trillion AI Buildout | State of Markets
a16z’s David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez unpack 25 key charts from the latest State of Markets presentation, from the scale of the AI infrastructure buildout to what adoption looks like insi...
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AI Can Write Code. Why Isn’t Software Better?
a16z’s Ben Horowitz and Martin Casado sit down with TypeSafe AI founder Diogo Almeida to ask a simple question: AI has become remarkably capable, so where is all the automation?
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AI Safety Language Is Destroying the Debate | Steven Sinofsky
a16z Board Partner and former Microsoft Windows president Steven Sinofsky joins Theo Jaffee and Sofia Puccini on MTS to argue that the language we use to describe AI failures is making it harder to understand what’s actu...
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Databricks CEO on AI Pacing, Cyber Risk, and the Enterprise
Databricks co-founder and CEO Ali Ghodsi joins a16z General Partners Martin Casado and Sarah Wang for a conversation about AI risk, recursive self-improvement, cybersecurity, and what’s actually holding back enterprise a...
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The Next Frontier of AI Video Is Control
a16z General Partner Jennifer Li sits down with fal co-founder Gorkem Yurtseven and Head of Engineering Batuhan Taskaya to discuss what changes when generative video becomes fast enough to run in real time.
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Greg Brockman on Why OpenAI Says We’re Entering the AGI Era
Ben Horowitz and Erik Torenberg sit down with OpenAI co-founder and President Greg Brockman to discuss why he believes AI has entered a new phase, what OpenAI’s latest models reveal about the path to AGI, and the safety...
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World Models, Robotics, and the Future of 3D AI
World Labs co-founder Justin Johnson joins MTS hosts Theo Jaffee and Sofia Puccini to discuss Atlas, World Labs’ latest world model, and the broader case for AI systems that understand and interact with the physical worl...
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Who Grades the AI Models? | Ben Horowitz & Rayan Krishnan
a16z’s Erik Torenberg, Ben Horowitz, and Jennifer Li sit down with Vals founder and CEO Rayan Krishnan to discuss one of AI’s increasingly difficult problems: how do you actually measure whether a model is getting better...
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OpenAI Researchers on the Future of Mathematical Reasoning
a16z Infra Partner Lisha Li sits down with OpenAI mathematicians Mehtaab Sawhney and Mark Sellke to discuss how quickly AI’s mathematical capabilities are advancing, what recent results reveal about model reasoning, and...
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Can Open Source Keep AI Power From Concentrating?
MTS host Sophia Dew visits the Open Source AI Summit in San Francisco to ask researchers and founders across the AI stack a central question: can open source prevent AI power from concentrating in the hands of a few comp...
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Aaron Levie on Why Open AI Wins
Box co-founder and CEO Aaron Levie joins MTS hosts Theo Jaffee and Sofia Puccini to make the case for open-weight AI, unpack the economics of open versus closed models, and explain why he believes more openness could str...
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Fei Fei Li: The Race to Build World Models For AI
World Labs co-founders Fei-Fei Li, Justin Johnson, and Ben Mildenhall join a16z General Partner Martin Casado to discuss Atlas, their latest world model, and what it reveals about the pursuit of spatial intelligence.
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Daniel Litt: The Mathematician’s Guide to AI
a16z’s Lisha Li sits down with Daniel Litt, Assistant Professor of Mathematics at the University of Toronto, to unpack AI's rapid progress in mathematics, what today's frontier models can actually do, and what they're st...
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Daniel Litt: The Mathematician’s Guide to AI
a16z’s Lisha Li sits down with Daniel Litt, Assistant Professor of Mathematics at the University of Toronto, to unpack AI's rapid progress in mathematics, what today's frontier models can actually do, and what they're st...
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Gavin Baker: Why AI Demand Is Outrunning Compute Supply
a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all.
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Why a16z Launched the Machine Age Fund | Jen Kha
a16z Managing Partner and Head of Global Partnerships Jen Kha joins MTS hosts Theo Jaffee and Sophia Dew to discuss a16z's Machine Age Fund and the investment thesis behind rebuilding the physical infrastructure that pow...
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Why 1,200 AI Agents Started Working Together | Ryan Greenblatt
Ryan Greenblatt, Chief Scientist at Redwood Research, joins MTS host Theo Jaffee to unpack a new independent investigation into the OpenAI Hugging Face hacking incident and what it reveals about how large groups of AI ag...
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The Infrastructure Behind the Machine Age
Ben Horowitz, Martin Casado, Raghu Raghuram, and Erik Torenberg discuss the launch of a16z's new Machine Age Fund and the infrastructure buildout behind AI, from chips, memory, and networking to power, cooling, and data...
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Inside Cursor: The Anatomy of a Generational Startup
a16z General Partners Martin Casado, Sarah Wang, and Matt Bornstein unpack the story of Cursor: how a small, product-obsessed team entered one of the most competitive markets in technology, took on incumbents with seemin...
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The New Economics of AI | Martin Casado & Steven Sinofsky
a16z General Partners Martin Casado and Erik Torenberg are joined by Board Partner Steven Sinofsky to explore what recent breakthroughs in AI and mathematics tell us about where the technology is headed, and whether some...
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Martin Casado on Where the Value Is Going in AI
Martin Casado joins MTS hosts Theo Jaffee and Sophia Dew to unpack where value is actually accruing in AI, why this technology cycle looks fundamentally different from previous waves, and whether the frontier labs will u...
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OpenRouter & Stripe: The Intelligence Network
Stripe has signed a deal to acquire OpenRouter
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Cursor + SpaceXAI: the fastest iterating team wins
Move in the right direction, faster than anyone else.
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Investing in Vals
a16z invests in Vals
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Knowing When to Stop: The Art of Making a Loop Converge
The systems that matter will not be the ones that can keep going. They all can.
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The Engine Powering Open-Source AI
Elena Burger and Matt Bornstein are joined by Simon Mo, co-founder and CEO of Inferact, the open-source inference engine powering many of today's most advanced AI applications. Together, they explore how open-source AI e...
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OpenAI’s Joshua Achiam: Did We Already Reach AGI?
Theo Jaffee is joined by Joshua Achiam, Chief Futurist at OpenAI, for a conversation on AI cybersecurity, frontier model capabilities, and why he believes society may have already crossed the threshold into an AGI-era wi...
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Investing in Volta
a16z co-leads Volta's Series A
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Fei-Fei Li on Spatial Intelligence and Robotics
Last week, World Labs announced its acquisition of SceniX, bringing together two teams working on one of AI's biggest unsolved problems: how to give machines a true understanding of the physical world.
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Ben Horowitz: The Fight Over Open Source AI
Ben Horowitz joins Theo Jaffee and Sofia Puccini to discuss one of the biggest debates in AI today: the future of open-source models. They examine the growing push to restrict open models, why Ben believes open source is...
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Sriram Krishnan on Open Source AI’s Biggest Week Yet
Sriram Krishnan joins Theo Jaffee and Sofia Puccini just after concluding his tenure as Senior White House Policy Advisor on AI to discuss one of the biggest weeks yet for open-source AI. They unpack the rapid release of...
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Why Physical AI Is the Next Frontier | Applied Intuition
Applied Intuition has spent the past decade building the software that powers intelligent machines, from passenger vehicles and trucks to defense systems, mining equipment, and industrial robots.
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Investing in Neo
a16z leads Neo's Seed round
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Hugging Face’s CEO on Open Source AI, Model Routing, and the Future of Competition
As governments weigh new restrictions on frontier AI models, one question is becoming increasingly important: what role should open source play in the future of artificial intelligence?
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Investing in Runta
a16z leads Runta's Seed round
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Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure
As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure.
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Building AI for Creators | Luma & Phota Labs
Yoko Li speaks with Luma's Head of Applied Research Matt Tancik and Phota Labs cofounder and CTO Zach Xia about how AI is changing creativity, photography, and the tools people use to make art.
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AI Is Crossing the Frontier of Human Knowledge | Kevin Weil
Kevin Weil, the previous CPO & Vice President of Science at OpenAI, joins a16z speedrun to discuss the future of AI, scientific discovery, and startup building.
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Investing in Netris
a16z invests in Netris
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Investing in Mirendil
a16z leads Mirendil's Seed round
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AI, Design, and the Power of Open Models
Yoko Li and Justine Moore speak with Ideogram founder and CEO Mohammad Norouzi about image generation models, design workflows, and the evolving relationship between AI and creative work.
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Samo Burja on Growth, Energy, and AI
Theo Jaffee speaks with Samo Burja, founder of Bismarck Analysis, about AI, industrial capacity, economic growth, and the institutions that shape civilization.
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Building Search for AI Agents with Exa CEO Will Bryk
Sarah Wang speaks with Exa cofounder and CEO Will Bryk about building search infrastructure for the AI era.
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AI Agents and the Fight for Customer Data
Martin Casado speaks with George Fraser, cofounder and CEO of Fivetran, about the future of data infrastructure in the age of AI.
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Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
Theo Jaffee and Sofia Puccini speak with Balaji Srinivasan and Steven Glinert about the shifting balance of power between nations, networks, and technology.
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The Next Frontier of Visual AI Is Code
For the last few years, visual AI has mostly been judged by its pixels. The better the final image or video looked, the better the model seemed.
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Steven Sinofsky on AI PCs, NVIDIA, and the Future of Computing
Theo Jaffee speaks with Steven Sinofsky about the next generation of personal computing and the growing role of AI-native hardware.
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Hugging Face’s Clem Delangue on Open Source AI and the LLM Bubble | MTS Live
Clem Delangue joins MTS to discuss the global open-source AI landscape, the current large language model bubble, and the future of consumer robotics.
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Investing in Exa
a16z leads Exa's Series C
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Investing in Glif
We are living in a golden age of AI-powered creativity. In the last two years, the quality of generative models has gone from interesting to extraordinary across image, video, audio, music, and voice. The raw capability...
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Why We Need Continual Learning
The Memento and the Machine
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Rethinking Git for the Age of Coding Agents with GitHub Cofounder Scott Chacon
Matt Bornstein speaks with Scott Chacon, cofounder of GitHub and CEO of GitButler, about why Git's user interface has barely changed since 2005, how GitButler is rethinking version control for both humans and AI agents,...
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Replit’s CEO on Vibe Coding, Wealth Building, and What Most People Get Wrong About AI
Jack Neel speaks with Amjad Masad, CEO at Replit, about how AI is making it easier than ever to build and ship software without a technical background. They discuss Replit's rise from a browser-based coding tool to a pla...
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Investing in GitButler
It is very clear that the practice of software engineering is being upended by AI. A large, growing portion of all new code is now written by AI agents. AI models are also becoming indispensable for understanding large c...
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Marc Andreessen on AI Winters and Agent Breakthroughs
This episode originally aired on the Latent Space Podcast. swyx and Alessio Fanelli speak with Marc Andreessen about the arc of AI from its origins in 1943 to today's breakthroughs in reasoning, coding agents, and self-i...
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Et Tu, Agent? Did You Install the Backdoor?
Everyone knows supply chain attacks are a problem. That’s not the point.
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Alex Blania on Proof of Human and Building World’s Identity Network
a16z's Ben Horowitz and Erik Torenberg speak with Alex Blania, cofounder and CEO of Tools for Humanity, World, and cofounder of Merge Labs. World is building the largest real human network, a proof-of-human layer for the...
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Investing in Deeptune
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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Marc Andreessen: Who Runs the World’s AI?
Cisco president and CPO Jeetu Patel speaks with a16z cofounder Marc Andreessen about why AI may finally break a 50-year productivity slump—and what's at stake if America doesn't win the race. They discuss where value wil...
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Investing in Shizuku AI
a16z leads Shizuku AI's seed round
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Why This Isn’t the Dot-Com Bubble | Martin Casado on WSJ’s BOLD NAMES
Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ’s Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the f...
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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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“Anyone Can Code Now” – Netlify CEO Talks AI Agents
Netlify's CEO reveals a seismic shift nobody saw coming: 16,000 daily signups—five times last year's rate—and 96% aren't coming from AI coding tools. They're everyday people accidentally building React apps through ChatG...
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.