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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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The Techno-Optimist Manifesto

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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Fintech

new Investing in Lio

Seema Amble, James da Costa, Eric Zhou, and Brian Roberts
Bio + Health

new Investing in Ease

Daisy Wolf, Anish Acharya, and Eva Steinman
Growth

new Good news: AI Will Eat Application Software

Alex Immerman and Santiago Rodriguez
Bio + Health

Infinite Healthcare: What’s It Worth?

Jay Rughani, Jane Rhee, and Julie Yoo
Infra

Investing in QuiverAI

Yoko Li, Guido Appenzeller, and Martin Casado
Consumer

Humans Are for Ideas, AI Is for Execution

Olivia Moore
American Dynamism

Investing in Chariot Defense

Erin Price-Wright and Ryan McEntush
Infra

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
General

The Lighthouse Playbook

David Booth
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Preserving the Freedom to Learn in AI

Matt Perault
General

The Case for Scaling Venture

Erik Torenberg
Infra

Investing in Shizuku AI

Justine Moore, Marco Mascorro, and Martin Casado
Consumer

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 · 8h "Leadership is the ability to get people to follow you, if only out of curiosity."

Ben Horowitz says there's not a single canonical type of founder-CEO.

"Look at Mark Zuckerberg and Ali Ghodsi and Elon Musk — they're all extremely different types of people."

"There's a few https://t.co/8PxLeXTl8J
a16z @a16z · 8h Ben Horowitz:

"Was Steve Jobs so mean to people because that just goes with being so brilliant? Or because he could get away with it, because he was so brilliant?"

"I think it's a little bit more the latter. He didn't have to do that."

"The problem with founders modeling https://t.co/bRSLsBVKAk
a16z @a16z · 9h Replit CEO Amjad Masad on why the most ambitious employees are no longer blocked by engineering:

"How can I upgrade my workforce for them to become generalist business people that can wield AI for the benefit of our customers and our bottom line?"

"The most ambitious people are https://t.co/hD3SbiYtWM
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