12:24 PM PST · February 4, 2026
30 min
Andreessen Horowitz conscionable raised a whopping new $15 billion in funding. And a $1.7 billion chunk of that is going to its infrastructure team, the 1 responsible for immoderate of its biggest, astir prominent AI investments including Black Forrest Labs, Cursor, OpenAI, ElevenLabs, Ideogram, Fal and dozens of others.
A16z general partner with nan infra squad Jennifer Li (who oversees such investments as ElevenLabs – conscionable weighted at $11 billion); Ideagram and Fal, has a clear thesis connected where the squad is looking to spend it’s latest chunk of cash.
Watch as Venture and Startups editor Julie Bort talks pinch Li on Equity about where a16z sees this AI ace cycle going next, including the talent crunch hitting AI-native startups, why hunt infrastructure matters much than group think, and what kinds of companies are actually getting funded correct now.
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and each nan casts. You also can follow Equity on X and Threads, astatine @EquityPod.
Theresa Loconsolo is an audio shaper astatine TechCrunch focusing connected Equity, nan network’s flagship podcast. Before joining TechCrunch successful 2022, she was 1 of 2 producers astatine a four-station conglomerate wherever she wrote, recorded, voiced and edited content, and engineered unrecorded performances and interviews from guests for illustration lovelytheband. Theresa is based successful New Jersey and holds a bachelors grade successful Communication from Monmouth University.
You tin interaction aliases verify outreach from Theresa by emailing theresa.loconsolo@techcrunch.com.
Subscribe for nan industry’s biggest tech news
11 hours ago
English (US) ·
Indonesian (ID) ·