Andreessen Horowitz recently caused a stir New $15 billion funding. And $1.7 billion of that money is going to infrastructure teamWhich is responsible for some of its largest, most prominent AI investments including Black Forest Labs, Cursor, OpenAI. ElevenLabsideogram, Fruit And dozens of others.
a16z General Partner with Infra Team Jennifer Lee (which oversees investments like ElevenLabs – which is valued at just $11 billion); Ideagram and Fall have a clear thesis on where the team wants to spend the latest chunk of cash.
Watch Venture & Startup Editor Julie Bort chat with Lee Equity About where a16z takes this AI super cycle next, including what hits the talent shortage at AI-native startups, why search infrastructure matters more than people think, and what types of companies are actually getting funded right now.
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