What a16z is actually funding (and what it's ignoring) when it comes to AI infra

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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…