Content
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Knowing When to Stop: The Art of Making a Loop Converge New
The systems that matter will not be the ones that can keep going. They all can.
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OpenAI’s Joshua Achiam: Did We Already Reach AGI? New
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 New
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 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...
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How Mintlify Is Rebuilding Documentation for Coding Agents
Mintlify is a documentation platform built by cofounders Han Wang and Hahnbee Lee to help teams create and maintain developer docs. In this episode, Andreessen Horowitz general partners Jennifer Li and Yoko Li speak with...
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Investing in Inferact
The AI industry has historically been bottlenecked by training.
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Inferact: Building the Infrastructure That Runs Modern AI
Inferact is a new AI infrastructure company founded by the creators and core maintainers of vLLM. Its mission is to build a universal, open-source inference layer that makes large AI models faster, cheaper, and more reli...
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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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Martin Casado on the Demand Forces Behind AI
In this feed drop from The Six Five Pod, a16z General Partner Martin Casado discusses how AI is changing infrastructure, software, and enterprise purchasing. He explains why current constraints are driven less by technic...
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From Code Search to AI Agents: Inside Sourcegraph’s Transformation with CTO Beyang Liu
Sourcegraph's CTO just revealed why 90% of his code now comes from agents—and why the Chinese models powering America's AI future should terrify Washington. While Silicon Valley obsesses over AGI apocalypse scenarios, Be...
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How Foundation Models Evolved: A PhD Journey Through AI’s Breakthrough Era
The Stanford PhD who built DSPy thought he was just creating better prompts—until he realized he'd accidentally invented a new paradigm that makes LLMs actually programmable. While everyone obsesses over whether LLMs wil...
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Why a16z’s Martin Casado Believes the AI Boom Still Has Years to Run
This episode is a special replay from The Generalist Podcast, featuring a conversation with a16z General Partner Martin Casado. Martin has lived through multiple tech waves as a founder, researcher, and investor, and in...
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Big Ideas 2026: The Agentic Interface
AI is moving from chat to action.
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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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Ryo Lu (Cursor): AI Turns Designers to Developers
Ryo Lu spent years watching his designs die in meetings. Then he discovered the tool that lets designers ship code at the speed of thought: Cursor, the company where Ryo is now Head of Design. In this episode, a16z Gener...
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Investing in Mirelo
a16z co-lead's Mirelo's $45M Seed Round
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The $3 Trillion AI Coding Opportunity
Originally published on the a16z Infra podcast. We're resurfacing it here for our main feed audience.
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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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The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch
Naveen Rao is cofounder and CEO of Unconventional AI, an AI chip startup building analog computing systems designed specifically for intelligence. Previously, Naveen led AI at Databricks and founded two successful compan...
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What Comes After ChatGPT? The Mother of ImageNet Predicts The Future
Fei-Fei Li is a Stanford professor, co-director of Stanford Institute for Human-Centered Artificial Intelligence, and co-founder of World Labs. She created ImageNet, the dataset that sparked the deep learning revolution.
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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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How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
In this episode, a16z GP Martin Casado sits down with Sherwin Wu, Head of Engineering for the OpenAI Platform, to break down how OpenAI organizes its platform across models, pricing, and infrastructure, and how it is shi...
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The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast
Epoch AI researchers reveal why Anthropic might beat everyone to the first gigawatt datacenter, why AI could solve the Riemann hypothesis in 5 years, and what 30% GDP growth actually looks like. They explain why "energy...
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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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The Frontier of Spatial Intelligence with Fei-Fei Li
Fei-Fei Li and Justin Johnson are pioneers in AI. While the world has only recently witnessed a surge in consumer AI, they have long been laying the groundwork for the innovations transforming industries today.
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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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Michael Truell: How Cursor Builds at the Speed of AI
When four MIT grads decided to build a code editor while everyone else was building AI agents, they created the fastest-growing developer tool ever built.
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ElevenLabs CEO: Why Voice is the Next AI Interface
ElevenLabs CEO and co‑founder Mati Staniszewski joins Jennifer Li to explain how the team ships research‑grade AI at lightning speed—from text‑to‑speech and fully licensed AI music to real‑time voice agents—and why voice...
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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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Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
AI isn’t just changing software, it’s causing the biggest buildout of physical infrastructure in modern history.
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Google DeepMind Developers: How Nano Banana Was Made
Google DeepMind’s new image model Nano Banana took the internet by storm.
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Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure
From Netscape to VMware, Raghu Raghuram has been at the center of nearly every major inflection point in enterprise technology.
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Marc Andreessen and Amjad Masad: English As the New Programming Language
Amjad Masad, founder and CEO of Replit, joins a16z’s Marc Andreessen and Erik Torenberg to discuss the new world of AI agents, the future of programming, and how software itself is beginning to build software.
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.