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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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Science & Technology

Building beyond LLMs with Luma AI’s Amit Jain (Live at Web Summit Qatar) | Equity Podcast

LLMs may have kicked off this AI boom, but the ceiling is closer than the hype suggests. As models run out of text data to train on, the companies and investors paying attention are already moving on. The next wave isn’t better chatbots; it’s machines that can understand the physical world. Luma AI, the Bay…

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LLMs may have kicked off this AI boom, but the ceiling is closer than the hype suggests. As models run out of text data to train on, the companies and investors paying attention are already moving on. The next wave isn’t better chatbots; it’s machines that can understand the physical world. Luma AI, the Bay Area lab that raised over $1.4 billion from a16z, Nvidia, and Amazon, is betting on exactly that.

On episode of TechCrunch’s Equity podcast, we’re bringing you a conversation Rebecca Bellan sat down with Amit Jain, co-founder and CEO of Luma AI, at Web Summit Qatar. Together, the pair dug into where the next trillion-dollar AI opportunity actually gets built, and whether the companies chasing it even know what they’re building yet.

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

Chapters:

00:00 Intro

01:13 Why LLMs are hitting a ceiling

02:43 The data problem & what comes after LLMs

04:30 What actually makes a world model a world model

06:05 Why 3D data is a dead end

07:39 What Luma is building next

09:08 How much humans stay in the loop

10:00 Near-term use cases for agentic video

11:22 Will AI kill jobs in film & production?

13:30 Why the entertainment industry is already dying

15:27 Why we actually need more content, not less

17:46 Luma’s roadmap: generation, understanding, and robotics

19:54 Outro

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CNET

iPhone in Space! Plus 5 MORE Apple Products That Went to Space | One More Thing

The iPhone has been to space a few times now — in fact, Apple products have a long history of space travel. CNET’s Bridget Carey looks back at notable moments, including the Macintosh Portable sending the first email in space. Read more about it on CNET.com Artemis II Astronauts Are Using iPhones to Capture Stunning…

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The iPhone has been to space a few times now — in fact, Apple products have a long history of space travel. CNET’s Bridget Carey looks back at notable moments, including the Macintosh Portable sending the first email in space.

Read more about it on CNET.com
Artemis II Astronauts Are Using iPhones to Capture Stunning Space Images

You can find the products mentioned in this video linked below
iPhone 17 Pro 512GB
Apple 2026 MacBook Neo 13-inch Laptop with A18 Pro chip 512 GB
Nikon Z 9 mirrorless camera
Nikon D5 DSLR 20.8 MP Point & Shoot Digital Camera
*Cnet may get commission on this offer.

0:44 Getting an iPhone 17 Pro Max into space with the NASA Artemis II crew
1:57 Nikon and GoPro Cameras also used in space by NASA Artemis crew
2:48 History of Apple products going to space
2:53 iPhone goes to space in 2021 with SpaceX Inspiration4 crew
3:02 iPhone 4s goes to space in 2011 on space shuttle Atlantis mission
3:26 Fist iPhone in space in 2010 travels by weather balloon
3:45 iPads on the International Space Station
3:47 iPods on the ISS in space
4:00 iPod on space shuttle Discovery in 2006
4:15 Astro Jessica uses AirPods in space on ISS
4:37 Apple Watch in space
4:51 The mac goes interstellar
4:57 Macintosh Portable computer goes to space in 1990
5:26 First email sent in space in 1991 from a Macintosh Portable
5:31 ThinkPads used in NASA missions
5:45 Microsoft Outlook glitches in space for Artemis II crew
6:02 How NASA made cell phone cameras possible
6:20 What Apple tech will go to space next?

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#tech #space #microsoft #apple #spacex #thinkpad #nikond5 #iphone #nasa #artemis2 #onemorething

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Popular Science

Americans loved drinking radioactive ‘miracle water’ in 1920s

Radithor promised to cure everything from wrinkles to leukemia, but its unintended results were deadly. Watch the full video:

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Radithor promised to cure everything from wrinkles to leukemia, but its unintended results were deadly.

Watch the full video:

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