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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

new Infinite Healthcare: What’s It Worth?

Jay Rughani, Jane Rhee, and Julie Yoo
Infra

new Investing in QuiverAI

Yoko Li, Guido Appenzeller, and Martin Casado
Consumer

new Humans Are for Ideas, AI Is for Execution

Olivia Moore
American Dynamism

new 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
General

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 · 1h Alex Rampell: "Humans are capable and willing to pay for incompetence."

"Imagine you're locked out of your apartment. It's midnight. You hire a locksmith."

"He comes one minute later. Lets you in in 30 seconds. Says it's 500 bucks."

"You're like 500 bucks? What the F?"

"Now https://t.co/S2JwCAs3Tc https://t.co/PHqG8uNDm8
a16z @a16z · 2h Under Secretary of War for Research and Engineering Emil Michael on being the CTO of the Department of War, applying lessons from Silicon Valley at the Pentagon, and his "holy cow" moment with AI vendors.

00:00 Silicon Valley to DC
02:03 Why the DoW cannot operate at "peacetime https://t.co/8BnP5yrdzI
a16z @a16z · 3h Mike Cannon-Brookes thinks the market is massively underestimating how AI will reshape software.

In this conversation with the Atlassian co-founder and CEO, Mike joins a16z's Alex Rampell and Erik Torenberg to cover:

- The history of software as “turning filing cabinets into https://t.co/kllN6HpU3D
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The Hard Thing About Hard Things
What You Do Is Who You Are
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Deep Learning for the Life Sciences
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Read Write Own Chris Dixon

A potent exploration of the power of blockchains to reshape the future of the Internet—and how that affects us all—from highly influential entrepreneur and technology investor Chris Dixon.

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