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new Investing in Exa

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Building an Efficient GPU Server

Building your own GPU server means no API calls to external services, no data leakage, and no usage throttles.

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Why AI Will Save the World

Artificial intelligence won’t doom humanity but augment human intelligence.

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The Little Tech Agenda

Harmful government policies now pose the greatest threat to startups that power American technological leadership.

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Crypto

AI Just Gave You Superpowers — Now What?

Christian Catalini, Eddy Lazzarin, and Robert Hackett

American Dynamism

AI, Supply Chains, and the Future of Economic Power

Erik Torenberg and Jacob Helberg

Infra

What’s Missing Between LLMs and AGI – Vishal Misra & Martin Casado

Martin Casado and Vishal Misra

Consumer

AI Startups vs. Big Chatbots — With Olivia Moore

Olivia Moore and Alex Kantrowitz

American Dynamism

Emil Michael: Iran, Anthropic and the Future of AI at the Pentagon

David Ulevitch and Emil Michael

American Dynamism

What It Takes to Clear a Million Crimes a Year with Flock Safety’s CEO

Garrett Langley and John Collison

Consumer

The Top 100 Gen AI Consumer Apps — 6th Edition

Olivia Moore

Enterprise

Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next

Alex Rampell, Erik Torenberg, and Mike Cannon-Brookes

American Dynamism

Ben Thompson: Anthropic, the Pentagon, and the Limits of Private Power

Jordi Hays, John Coogan, and Ben Thompson

General

Preserving the Freedom to Learn in AI

Matt Perault

American Dynamism

Marc Andreessen: Who Runs the World’s AI?

Marc Andreessen and Jeetu Patel

General

The State of Markets

Jen Kha and David George

Crypto

Balaji & Benedict Evans: When Tech Breaks Industries

Balaji Srinivasan and Benedict Evans

General

Why This Isn’t the Dot-Com Bubble | Martin Casado on WSJ’s BOLD NAMES

Martin Casado, Christopher Mims, and Tim Higgins

Infra

“Anyone Can Code Now” – Netlify CEO Talks AI Agents

Martin Casado, Erik Torenberg, and Matt Biilmann

Enterprise

Can AI Help Save Lives?

Kimberly Tan and Michael Chime

General

Marc Andreessen on Why This Is the Most Important Moment in Tech History

Marc Andreessen and Lenny Rachitsky

Infra

Inferact: Building the Infrastructure That Runs Modern AI

Matt Bornstein, Woosuk Kwon, and Simon Mo

Infra

How Foundation Models Evolved: A PhD Journey Through AI’s Breakthrough Era

Martin Casado and Omar Khattab

General

Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration

Jen Kha and Ben Horowitz

General

Alex Rampell on Venture at Scale and Founder Incentives

Alex Rampell and Harry Stebbings

Perennial

AI Will Save The World with Marc Andreessen and Martin Casado

Marc Andreessen and Martin Casado

American Dynamism

Big Ideas 2026: Physical AI and the Industrial Stack

Erin Price-Wright, Ryan McEntush, Zabie Elmgren, and Will Bitsky

Enterprise

Big Ideas 2026: The Enterprise Orchestration Layer

Seema Amble, Angela Strange, Alex Immerman, and David Haber

Growth

Do Revenue and Margins Still Matter in AI?

David George and Harry Stebbings

American Dynamism

The Crime Crisis In America and How Technology Fixes It

Ben Horowitz, Garrett Langley, and Erik Torenberg

General

A Roadmap for Federal AI Legislation: Protect People, Empower Builders, Win the Future

Jai Ramaswamy, Collin McCune, and Matt Perault

Infra

Ryo Lu (Cursor): AI Turns Designers to Developers

Ryo Lu, Jennifer Li, and Erik Torenberg

General

AI Eats the World: Benedict Evans on the Next Platform Shift

Benedict Evans and Erik Torenberg

General

Big Ideas 2026: Part 3

a16z New Media

General

Big Ideas 2026: Part 2

a16z New Media

General

Big Ideas 2026: Part 1

a16z New Media

Infra

The $3 Trillion AI Coding Opportunity

Guido Appenzeller and Yoko Li

Infra

The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch

Naveen Rao and Matt Bornstein

Infra

What Comes After ChatGPT? The Mother of ImageNet Predicts The Future

Fei-Fei Li, Justin Johnson, Alessio Fanelli, and Shawn Wang (Swyx)

Infra

How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning

Sherwin Wu and Martin Casado

General

How Marc Andreessen Actually Uses AI

Marc Andreessen and Mark Halperin

Infra

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast

Marco Mascorro, David Owen, Yafah Edelman, and Erik Torenberg

Perennial

Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering

Emmett Shear, Séb Krier, and Erik Torenberg

Infra

The Frontier of Spatial Intelligence with Fei-Fei Li

Fei-Fei Li, Justin Johnson, and Martin Casado

Infra

Michael Truell: How Cursor Builds at the Speed of AI

Michael Truell and Martin Casado

General

Amjad Masad & Adam D’Angelo: How Far Are We From AGI?

Amjad Masad, Adam D'Angelo, and Erik Torenberg

Bio + Health

Mark Zuckerberg & Priscilla Chan: How AI Will Cure All Disease

Mark Zuckerberg, Priscilla Chan, Ben Horowitz, and Erik Torenberg

Infra

ElevenLabs CEO: Why Voice is the Next AI Interface

Mati Staniszewski and Jennifer Li

American Dynamism

Why Speed, Not Size, Will Define the Next War

Horacio Rozanski, Gary Steele, and Erik Torenberg

General

Beyond Chatbots: Marc Andreessen and Ben Horowitz on AI’s Future

Erik Torenberg, Marc Andreessen, and Ben Horowitz

General

“Is there an AI bubble?” Gavin Baker and David George

Gavin Baker and David George

American Dynamism

Building the Real-World Infrastructure for AI, with Google, Cisco & a16z

Jeetu Patel, Amin Vahdat, and Raghu Raghuram

Infra

Google DeepMind Developers: How Nano Banana Was Made

Oliver Wang, Nicole Brichtova, Yoko Li, and Guido Appenzeller

Infra

Raghu Raghuram: AI, Robotics, and the Rebirth of Infrastructure

Raghu Raghuram, Martin Casado, David George, and Ben Horowitz

Infra

Marc Andreessen and Amjad Masad: English As the New Programming Language

Amjad Masad, Marc Andreessen, and Erik Torenberg

Infra

How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure

Martin Casado and Augusto Marietti

Perennial

Reid Hoffman on AI, Consciousness, and the Future of Humanity

Reid Hoffman, Alex Rampell, and Erik Torenberg

General

Keith Rabois: Israel, OpenAI, Opendoor, and DOGE

Keith Rabois, Erik Torenberg, and Alex Rampell

Infra

Is AI Slowing Down? Nathan Labenz Says We’re Asking the Wrong Question

Nathan Labenz and Erik Torenberg

Infra

Columbia CS Professor: Why LLMs Can’t Discover New Science

Vishal Misra, Martin Casado, and Erik Torenberg

Infra

Sam Altman on Sora, Energy, and Building an AI Empire

Sam Altman, Ben Horowitz, and Erik Torenberg

Enterprise

OpenAI DevDay: Building AI for the Enterprise with Decagon and Clay

Kimberly Tan

Bio + Health

Building an AI Physicist: ChatGPT Co-Creator’s Next Venture

Anjney Midha, Liam Fedus, and Ekin Dogus Cubuk

American Dynamism

The Common Thread of All Technology: Monitoring the Situation, Ep.1

Erik Torenberg, Katherine Boyle, and Eddy Lazzarin

Enterprise

Software finally eats services – Aaron Levie

Aaron Levie, Steven Sinofsky, Martin Casado, and Erik Torenberg

Enterprise

From Vibe Coding to Vibe Researching: OpenAI’s Mark Chen and Jakub Pachocki

Jakub Pachocki, Mark Chen, Anjney Midha, and Sarah Wang

Consumer

The Death of Search: How Shopping Will Work In The Age of AI

Alex Rampell and Justine Moore

Growth

Retention Is All You Need

Santiago Rodriguez and Alex Immerman

Consumer

Chris Dixon on How to Build Networks, Movements, and AI-Native Products

Chris Dixon and Anish Acharya

Growth

AI Will Supercharge Modelbusters

David George and Santiago Rodriguez

General

The Commerce Clause in the Age of AI: Guardrails and Opportunities for State Legislatures

Matt Perault and Jai Ramaswamy

Consumer

The Top 100 Gen AI Consumer Apps – 5th Edition

Olivia Moore and Daisy Zhao

Consumer

The Top 100 Most Used AI Apps in 2025

Olivia Moore and Justine Moore

Perennial

AI and Accelerationism with Marc Andreessen

Marc Andreessen and James Ellis

Consumer

Can AI Fix Housing and Healthcare Affordability?

Minna Song, Tony Stoyanov, Alex Immerman, and Erik Torenberg

Growth

Investing in EliseAI

Alex Immerman

Infra

Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple

Dylan Patel, Erin Price-Wright, Guido Appenzeller, and Erik Torenberg

Speedrun

Google DeepMind Lead Researchers on Genie 3 & the Future of World-Building

Anjney Midha, Marco Mascorro, Justine Moore, Erik Torenberg, Jack Parker-Holder, and Shlomi Fruchter

American Dynamism

The State of American AI Policy: From ‘Pause AI’ to ‘Build’

Martin Casado, Anjney Midha, and Erik Torenberg

American Dynamism

Steven Sinofsky & Balaji Srinivasan on the Future of AI, Tech, & the Global World Order

Erik Torenberg, Steven Sinofsky, and Balaji Srinivasan

Consumer

Marc Andreessen: Why Perfect Products Become Obsolete

Marc Andreessen, Jordi Hays, and John Coogan

Consumer

GPT-5 and Agents Breakdown – w/ OpenAI Researchers Isa Fulford & Christina Kim

Erik Torenberg, Sarah Wang, Christina Kim, and Isa Fulford

Enterprise

The API Battleground: A New Era of Platform Wars

Marc Andrusko

Enterprise

Investing in Rillet

Seema Amble, Marc Andrusko, and Alex Rampell

Consumer

Batteries Included, Opinions Required: The Specialization of App Gen Platforms

Anish Acharya and Justine Moore

American Dynamism

Dwarkesh and Noah Smith on AGI and the Economy

Erik Torenberg, Noah Smith, and Dwarkesh Patel

Infra

Performance and Passion: Fal’s Approach to AI Inference

Burkay Gur, Batuhan Taskaya, and Jennifer Li

Fintech

How Big Bank Fees Could Kill Fintech Competition (July 2025 Fintech Newsletter)

James da Costa, Alex Rampell, Angela Strange, and David Haber

American Dynamism

Balaji Srinivasan: How AI Will Change Politics, War, and Money

Martin Casado, Balaji Srinivasan, and Erik Torenberg

Enterprise

Investing in Salient

Alex Rampell, Seema Amble, and Olivia Moore

Infra

How to Vibe Code Securely

Feross Aboukhadijeh and Joel de la Garza

Enterprise

How Enterprise AI Startups Are Rewriting the Benchmarks (July 2025 Enterprise Newsletter)

a16z Enterprise Team

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What Comes After Mobile?

David George and Andrew Bosworth

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AI, Crypto, and Building the Next Internet

David George and Chris Dixon

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How AI Is Changing Warfare

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Human Data is Key to AI

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How to Build a Thriving AI Ecosystem

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