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Big Ideas 2026

The biggest problems tech builders will tackle in 2026 and where innovation is heading next.

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We are told that technology is on the brink of ruining everything — but Marc Andreessen’s techno-optimist future is so much better.

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new Investing in Lio

Seema Amble, James da Costa, Eric Zhou, and Brian Roberts
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new Investing in Ease

Daisy Wolf, Anish Acharya, and Eva Steinman
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new Good news: AI Will Eat Application Software

Alex Immerman and Santiago Rodriguez
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new Infinite Healthcare: What’s It Worth?

Jay Rughani, Jane Rhee, and Julie Yoo
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new Investing in QuiverAI

Yoko Li, Guido Appenzeller, and Martin Casado
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new Humans Are for Ideas, AI Is for Execution

Olivia Moore
American Dynamism

new Investing in Chariot Defense

Erin Price-Wright and Ryan McEntush
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I Built TetrisBench, Where LLMs Compete at Playing Tetris. Here’s What I Found.

Yoko Li
Infra

The State of Generative Media 2026

Jennifer Li and Justine Moore
American Dynamism

Investing in Heron Power

Erin Price-Wright and Ryan McEntush
American Dynamism

A Primer on Factory Economics for Startups

Oliver Hsu
Growth

Investing in Temporal

Sarah Wang, Raghu Raghuram, and Stephenie Zhang
Growth

Investing in Kavak

David George, Santiago Rodriguez, and Gabriel Vasquez
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The Lighthouse Playbook

David Booth
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Preserving the Freedom to Learn in AI

Matt Perault
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The Case for Scaling Venture

Erik Torenberg
Infra

Investing in Shizuku AI

Justine Moore, Marco Mascorro, and Martin Casado
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Of course they’re putting ads in AI

Bryan Kim
General

Death of Software. Nah.

Steven Sinofsky
General

Gift Culture and the Intelligence Threshold

Alex Danco
Infra

Most People Can’t Vibe Code. Here’s How We Fix That.

Justine Moore
Bio + Health

Investing in Phylo

Jorge Conde and Zak Doric
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a16z on X

a16z @a16z · 2h Flock Safety CEO @glangley says there's a popular crime in Texas called "jugging," where criminals follow armored Brink's trucks, ambush them, and steal the cash:

"[People] follow these armored trucks and typically have a shooter in a nearby building. When the person walks out, https://t.co/iuZY0nNDdu
a16z @a16z · 3h Garrett Langley says Flock Safety was able to catch an attempted homicide suspect in 17 minutes where the only description was that the suspect was wearing white Converse sneakers:

"Someone was bleeding on the street. All they could remember was that the suspect was wearing https://t.co/YzqI54M0qw
a16z @a16z · 3h Flock Safety CEO @glangley: "Prison can't be the answer. It just doesn't work. And the whole concept of prison will never work."

"There are some incredibly well-run prisons with really well-intentioned wardens doing the best of their ability—but the concept of putting a bunch of https://t.co/FxcaU5ObLw
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