Infra

AI represents a generational shift in computing — following in the footsteps of the microprocessor and the internet — and it will deliver commensurate improvements in cost, efficiency, and human productivity.

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AI Canon

Derrick Harris, Matt Bornstein, and Guido Appenzeller

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The Future of AI Is Amazing

Martin Casado

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new The Next Frontier of Visual AI Is Code

Yoko Li

Investing in Exa

Sarah Wang, Jennifer Li, Stephenie Zhang, and Jason Cui

Investing in Glif

Justine Moore

Why We Need Continual Learning

Malika Aubakirova and Matt Bornstein

Rethinking Git for the Age of Coding Agents with GitHub Cofounder Scott Chacon

Scott Chacon and Matt Bornstein

Replit’s CEO on Vibe Coding, Wealth Building, and What Most People Get Wrong About AI

Amjad Masad and Jack Neel

Investing in GitButler

Peter Levine and Matt Bornstein

Marc Andreessen on AI Winters and Agent Breakthroughs

Marc Andreessen, Shawn Wang (Swyx), and Alessio Fanelli

Et Tu, Agent? Did You Install the Backdoor?

Joel de la Garza, Malika Aubakirova, and Zane Lackey

Alex Blania on Proof of Human and Building World’s Identity Network

Alex Blania, Ben Horowitz, and Erik Torenberg

Investing in Deeptune

Marco Mascorro and Martin Casado

AI, Supply Chains, and the Future of Economic Power

Erik Torenberg and Jacob Helberg
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Featured Contributors
Martin-Casado
Martin Casado

is a general partner at Andreessen Horowitz, where he leads the firm’s infrastructure practice.
Anjney-Midha
Anjney Midha

is a Venture Partner at Andreessen Horowitz where he serves on the boards of Black Forest Labs, Luma AI, Mistral AI, Sesame AI, LMArena, OpenRouter, and Periodic Labs.
Guido-Appenzeller
Guido Appenzeller

is an investor at Andreessen Horowitz, where he focuses on AI, infrastructure, open source technology, and silicon.
Matt-Bornstein
Matt Bornstein

is a general partner at Andreessen Horowitz focused on AI and data systems.

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