Andreessen Horowitz just raised a tremendous $15 billion in new funding And part of $1.7 billion of that goes to himinfrastructure team, which is responsible for some of its largest and most significant AI investments, including Black Forrest Labs, Cursor, OpenAI, ElevenLabs, Ideogram, Fal and dozens more.
A16z infra team general partner Jennifer Li (who oversees such investments as ElevenLabs—just worth $11 billion); Ideagram and Fal have a clear thesis about where the team wants to spend the last part of the money.
Watch Venture and Startups editor Julie Bort talk to Li at Equity about where a16z sees this AI supercycle going next, including the talent crisis hitting native AI startups, why search infrastructure is more important than people think, and what kinds of companies are actually being funded right now.
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