Investors News
50 articles in this category
a16z Bets on Gimlet Labs for Watts Crisis
a16z backs Gimlet Labs and its multi-silicon inference cloud that claims 10X gains per watt as hyperscaler capex nears $1 trillion.
AI data center construction jobs boom spurs risk
Critical vulnerabilities spiked this spring as zero-day rate hit 87% and median exploit time fell to one day.
OpenAI going public IPO remains mission-first
Sam Altman says OpenAI will likely go public eventually but will stay mission-first and long-term oriented.
Adam Smith's Lessons for Investors in the Age of AI
Merryn Talks Money marks 250 years of Wealth of Nations with Smith's warnings on price controls, trust, cash hoarding and debt in the AI age.
Apex spacecraft platform bets on constellations
Apex says its productized bus and Octopus system will own the constellation era, with Aries flight heritage and Factory One scaling to 200 platforms per year.
Enshittification Isn't Real, a16z Argues
a16z guest Ruby Justice Thelot argues enshittification is platform narcissism, citing user growth from 2.5B to 6B and satisfaction gains.
Anthropic IPO Seen Opening AI Listing Floodgates
Madrona's $410B AI list is top-heavy and churning fast, with an Anthropic IPO tipped to unlock listings in 2027.
AI Compute Supply Can't Keep Up With Demand
a16z argues AI demand is accelerating while compute supply is capped through 2028, keeping paybacks inside a year.
a16z Growth Fund $8.5B Hits Fifth Close
Andreessen Horowitz brings its fifth Growth fund to $8.5B and expands its Growth Platform around AI-native GTM, sales and pricing.
a16z Launches $1.1B Machine Age Fund for AI
a16z raised $1.1B for its Machine Age Fund to rebuild US compute infrastructure as AI pushes racks toward 1 MW and gigawatt campuses.
Did Odysseus Make the Right Choice? Joe Lonsdale
Joe Lonsdale says Odysseus was wrong to retire and argues bureaucracy now protects incumbents over competent builders.
a16z Machine Age Fund Bets $1.1B on AI Hardware
Andreessen Horowitz raised $1.1B for the Machine Age Fund to rebuild AI's physical stack as rack power heads toward 1MW.
AI Apps: Rethink Token Pricing
AI applications often misprice themselves by relying on token-based models, missing opportunities to capture value at higher layers.
AI Intelligence as Primitive, Apps as Diffusion
Analysis suggests AI's core intelligence is becoming a primitive, with applications forming the crucial diffusion layer for productization and value creation.
The AI Doctor's 'Oracle Problem'
The 'Oracle Problem' in healthcare AI: why scoring well on tests doesn't equal real-world medical effectiveness.
AI Agents Drive Token Demand
AI agents are driving massive token demand, while data centers boost local economies and ridesharing fares climb.
Mayfield Managing Partner: AI Fuels Startup Growth
Mayfield's Navin Chaddha discusses the AI startup boom, the firm's $3B+ investment strategy focusing on early-stage founders, and the importance of quality over quantity in venture capital.
Borderless Founders Gain Edge
International founders are increasingly leveraging their home-country networks for a competitive edge in customer acquisition, talent, and brand building.
A16Z: The Rise of 'Borderless Founders'
A16Z partners Angela Strange and Gabriel Vasquez discuss the rise of 'borderless founders' and their unique advantages in the global startup ecosystem.
a16z Talent Fellowship Signals AI Hiring Shift
a16z's new Talent Engineer Fellowship spotlights the crucial role of specialized leaders building AI-native recruiting systems for fast-growing AI firms.
Stripe Acquires OpenRouter
Stripe acquires AI model router OpenRouter, aiming to build the network for AI intelligence exchange.
AI Startups Need 'Silver Bullets,' Not 'Lead Bullets,' Says VC
a16z's Anish Acharya argues that AI startups must focus on 'silver bullet' products offering 100x value leaps, not just incremental improvements, to succeed.
GV's Dave Munichiello on AI's Application Layer
GV's Dave Munichiello discusses AI investment trends, the strategic acquisition of Modular by Qualcomm, and the continued importance of Silicon Valley.
AI Buildout Enters Riskier Phase, Says Parnassus CIO
Parnassus Investments CIO Todd Ahlsten discusses the AI buildout's risks, highlighting bottlenecks, GPU economic life, and software sector vulnerabilities.
AI Influencer Fakes Sorority Rush
An AI sorority influencer experiment on TikTok revealed audience skepticism and engagement with artificial personas, raising questions about authenticity.
Neoclouds: AI's New Infrastructure Play
Neoclouds, born from crypto mining, are repurposing infrastructure for AI compute, driving rapid growth but facing profitability hurdles.
SpaceX Acquires Cursor for $60B
SpaceX acquires AI coding startup Cursor for $60B, signaling a major shift in the competitive AI development tool market.
AI Writing: Authorship's New Frontier
Philosophical debates on authorship from the 1960s illuminate our modern reactions to AI-generated text, revealing a social need for 'author-function' in content.
Vals: The AI Scorekeeper We Need
Vals is building the essential trust layer for AI, evaluating models on real-world tasks, not just academic benchmarks.
Robinhood Ventures Lists
Robinhood Ventures Fund II (RVII) priced its IPO at $25.00 per share, aiming to offer retail investors access to early-stage private companies.
AI Agents Automate B2B Invoice Collections
AI agents are transforming B2B collections by automating outreach, focusing on high-value invoices, and reducing the cost of chasing payments.
Open AI Models: Innovation's Double-Edged Sword
Open vs. closed AI models: A historical look at economics and innovation shows openness drives broader progress, even with safety concerns.
Benchmark's Eric Vishria on AI's Future
Benchmark's Eric Vishria discusses AI's impact on SaaS, lessons from cloud adoption, and the future of compute.
AI Agents Now Use Computers, But Infrastructure is Key
AI agents are now proficient computer users, outperforming humans on benchmarks, but the real value lies in infrastructure and organizational context.
AI Books Flood Market, Defense Booms
AI-generated books are flooding self-publishing, defense orders are soaring, and IT services must adapt to AI.
Sequoia's Lin & Grady: Conviction Over Consensus in AI
Sequoia Capital's co-stewards Alfred Lin and Pat Grady discuss their firm's new focus on conviction, agility, and founder-centricity in the AI era.
a16z Spotlights 'American Dynamism'
a16z's new film series spotlights Ulysses, Radiant, and Mariana Minerals, companies building foundational technologies in defense, energy, and materials, emphasizing government's role in deep tech.
Base Power Tackles Grid's Cost Problem
Base Power is deploying distributed battery storage to fix a grid hampered by rising delivery costs and renewable intermittency.
Space Lasers Promise Cable-Free Global Data
Endeavor Optical Networks is developing a space-based laser network to bypass vulnerable subsea cables, promising cheaper, more resilient intercontinental data transfer.
Volta Raises $5.4M to Fund AI Compute
Volta secures $5.4M with a novel approach to AI compute infrastructure, combining cloud operations and project finance for startups.
Robinhood Opens Private Markets to Retail
Robinhood launches RVII, a publicly traded fund offering retail investors early access to private startups, primarily from Y Combinator.
Crypto Clarity: Andreessen & Dixon on US Bill
Andreessen and Dixon champion the CLARITY Act for crypto, arguing regulatory certainty is key for innovation and consumer protection in the US.
AI drug discovery: Biology, not just code
AI is not a magic wand for drug discovery; our limited understanding of human biology is the real bottleneck, not computational power.
Joe Lonsdale on Palmer Luckey, Peter Thiel & Elon Musk
Joe Lonsdale breaks down the defining traits of tech leaders like Palmer Luckey, Peter Thiel, Alex Karp, and Elon Musk, and discusses startup success and failure.
Citadel Rescues Leopold Aschenbrenner's AI Hedge Fund
Leopold Aschenbrenner's hedge fund Situational Awareness lost tens of billions before Citadel stepped in to purchase assets after margin calls.
Lux Capital's Deena Shakir on AI's Wave in Healthcare and Robotics
Lux Capital partner Deena Shakir breaks down why AI investment is shifting from foundation models to healthcare, physical robotics, and trust layers.
Data Center Congestion Meets Rising GPU Rates
Data center power constraints and supply backlogs clash with surging GPU demand as 12-month H100 rental contracts jump nearly 40 percent.
Is the AI Money Machine Running Out of Steam?
John Stepek and Neil Callanan discuss the risks of circular financing, rising debt levels, and the competitive threat from China in the AI industry.
AI's Physical Future: Beyond the Model
The real AI moat lies not in smarter models, but in intelligent engineering systems that can rapidly deploy and iterate on them.
AI Sales: Lighthouse vs. Landgrab
AI sales strategies diverge: 'Lighthouse' for proof in new categories, 'Landgrab' for speed and ROI in established ones. Choose wisely.