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a16z just raised $1.7B for AI infrastructure, and here’s where it’s going | Equity Podcast

Andreessen Horowitz just raised a whopping ⁠new $15 billion in funding⁠. And a $1.7 billion chunk of that is going to its ⁠infrastructure team⁠, the one responsible for some of its biggest, most prominent AI investments including Black Forrest Labs, Cursor, OpenAI, ⁠ElevenLabs⁠, Ideogram, ⁠Fal⁠ and dozens of others.   A16z ⁠general partner with the infra team Jennifer Li⁠ (who oversees such investments as ElevenLabs – just valued at $11 billion); Ideagram and Fal, has a clear thesis on where the team is looking…

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Andreessen Horowitz just raised a whopping ⁠new $15 billion in funding⁠. And a $1.7 billion chunk of that is going to its ⁠infrastructure team⁠, the one responsible for some of its biggest, most prominent AI investments including Black Forrest Labs, Cursor, OpenAI, ⁠ElevenLabs⁠, Ideogram, ⁠Fal⁠ and dozens of others.  

A16z ⁠general partner with the infra team Jennifer Li⁠ (who oversees such investments as ElevenLabs – just valued at $11 billion); Ideagram and Fal, has a clear thesis on where the team is looking to spend it’s latest chunk of cash. 

Today on TechCrunch’s ⁠Equity⁠ podcast, Venture and Startups editor Julie Bort talked with Li about where a16z sees this AI super cycle going next, including the talent crunch hitting AI-native startups, why search infrastructure matters more than people think, and what kinds of companies are actually getting funded right now. 
 
Chapters:

00:00 Intro

01:01 Andreessen Horowitz’s $1.7B infrastructure fund

05:00 Crossing the uncanny valley in AI-generated content

07:14 Agents finally becoming real in 2026

09:30 Building your first productivity agent

11:56 Why email agents aren’t quite there yet

15:00 Which jobs will agents replace first?

18:05 The most unhinged opinion: Creativity belongs to humans

20:21 The limits of LLMs and the rise of world models

22:13 AI-designed chips are coming

24:00 The truth behind those viral ARR numbers

26:10 Hiring at AI speed: The talent shortage problem

28:47 The pricing mistake that became a big deal

29:21 The future of search for AI agents

30:45 Outro
Subscribe to Equity on ⁠YouTube⁠,⁠ Apple Podcasts⁠,⁠ Overcast⁠,⁠ Spotify⁠ and all the casts. You also can follow Equity on⁠ X⁠ and⁠ Threads⁠, at @EquityPod.

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25 Comments

25 Comments

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CNET

iPhone Duo Livestream: How Many Folds Can Apple’s Phone Take? Day 9

Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors…

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Apple’s iPhone Duo is out and we want to see how durable it is. So we built a robot to fold it 20,000+ times a day to test its limits. How long do you think it will last? 100,000 folds? 200,000 folds? 500,000 folds? Tune in and watch the testing live. We’ll have CNET’s editors online to answer any of your questions.

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#apple #iphone #iphonefold #iphoneduo #applefoldable #foldablephone #foldable #folding

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Fold-A-Phone Week Two, Day 9: We’re at 275K folds!

Will we hit 300,000 today? Join us with CNET Labs director Matthew Murray for the livestream today at 1pm EST through 5pm EST right here on YouTube. #foldaphone #iphoneduo #durabilitytest #allthingsmobile #apple #foldablephone You can find the products mentioned in this video linked below *CNET may get a commission on these offers Read more about…

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Will we hit 300,000 today? Join us with CNET Labs director Matthew Murray for the livestream today at 1pm EST through 5pm EST right here on YouTube. #foldaphone #iphoneduo #durabilitytest #allthingsmobile #apple #foldablephone

You can find the products mentioned in this video linked below
*CNET may get a commission on these offers

Read more about it on CNET.com

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Science & Technology

VC’s Gender Gap is Closing (But Not Fast Enough) with Paige Hendrix Buckner

Women and non-binary investors have doubled their share of partner seats at U.S. venture firms in less than a decade. But a title doesn’t always come with power. In this episode of Build Mode () , host Isabelle Johannesen sits down with Paige Hendrix Buckner, CEO of All Raise, a national nonprofit helping women and…

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Women and non-binary investors have doubled their share of partner seats at U.S. venture firms in less than a decade. But a title doesn’t always come with power.

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Hosted by Isabelle Johannesen. Produced and edited by Maggie Nye. Audience development led by Morgan Little. Special thanks to the Foundry and Cheddar video teams.

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