Content
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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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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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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.
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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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How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
Augusto Marietti, CEO and cofounder of Kong, has one of the most remarkable founder stories in Silicon Valley history.
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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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Is AI Slowing Down? Nathan Labenz Says We’re Asking the Wrong Question
Nathan Labenz is one of the clearest voices analyzing where AI is headed, pairing sharp technical analysis with his years of work on The Cognitive Revolution.
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Columbia CS Professor: Why LLMs Can’t Discover New Science
From GPT-1 to GPT-5, LLMs have made tremendous progress in modeling human language. But can they go beyond that to make new discoveries and move the needle on scientific progress?
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Monitoring the Situation #3: Who Is Nick Land?
Zach Dell is founder and CEO of Base Power, an energy tech company that builds affordable, reliable power via home batteries.
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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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Sam Altman on Sora, Energy, and Building an AI Empire
Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later.
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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.
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.