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Company

Andreessen Horowitz

Andreessen Horowitz (a16z) is a Silicon Valley venture capital firm investing in startups across software, crypto, biotech, and defense tech sectors.

Known aliases

  • a16z
  • a16z.com
  • a16z Growth
  • a16z.news
  • American Dynamism
  • Andreesen Horowitz
  • Andreessen
  • Andreessen Horowitz LLC
  • Андріссен Горовіц

Current stories

investOne report1 publisher

JPMorgan and Goldman raise yields on Volta's $5 billion AI loan to as much as 11.75%

JPMorgan and Goldman Sachs raised yields on Volta's $5 billion unrated AI loan to about 11.21%-11.75% after weak demand, Crypto Briefing reported. The banks only have to try to sell the $3.712 billion GPU tranche, so its fate will show whether that price clears.

Reality

Evidence40
Adoption
Not scored
Hype gap
Not scored
Incentives
Not scored
Confidence50
investConfirmed3 publishers

Anduril's employee tender prices the company about 48% above its May round

Anduril opened an employee tender at $94.80 a share that values it near $90 billion, against $61 billion in May. On last year's $2.2 billion of revenue that is about 41 times sales, up from about 28 times in May.

Perspective Coverage

3 publishers
Builder
Builder 15%
Operator
Operator 27%
Investor
Investor 58%

Reality

Evidence66
Adoption65
Hype gap+30
Incentives
Not scored
Confidence70
investConfirmed4 publishers

Offers of $30 billion value Applied Intuition at the same 36 times estimated revenue as its 2025 round

Applied Intuition is fielding offers that value it at $30 billion or more, double its $15 billion valuation of June 2025. Estimated recurring revenue doubled too, so the multiple stays near 36 times.

Publishers:benzinga.com cryptobriefing.com longbridge.com techstartups.com tradingview.com

Perspective Coverage

5 publishers
Builder
Builder 19%
Operator
Operator 18%
Investor
Investor 63%

Reality

Evidence35
Adoption60
Hype gap+20
Incentives
Not scored
Confidence55
investOne report1 publisher

Character.AI's Chapter 11 sale starts at $20 million against the $2.7 billion Google paid in 2024

Character.AI filed for Chapter 11 on October 12 with a $20 million stalking-horse bid from Disney for a non-exclusive license to its AI technology. Google paid about $2.7 billion for a non-exclusive license to its model technology in 2024, 135 times that figure.

Publishers:bondoro.com

Reality

Evidence60
Adoption50
Hype gap+25
Incentives
Not scored
Confidence55
investOne report1 publisher

Koch's venture arm backs Emanate's AI sales engine for industrial suppliers

Koch's venture arm made a strategic investment of undisclosed size in AI sales startup Emanate, Fortune reported. Emanate would not name a Koch company using the product. The record holds an investor's thesis and no confirmed deployment.

Reality

Evidence25
Adoption10
Hype gap+40
Incentives70
Confidence65
buildOne report1 publisher

Workday lets TypeSafe's Jev choose which design-system components Sana puts on screen

Workday gave TypeSafe's Jev every atomic component in its design system and lets the model pick what Sana shows, said chief AI officer Joel Hellermark. TypeSafe claims 70 to 500 milliseconds per answer; whether Workday sees that depends on how many screens reduce to closed questions.

Publishers:thenewstack.io

Reality

Evidence48
Adoption35
Hype gap+25
Incentives65
Confidence55
investOne report1 publisher

LinkedIn tests a school for would-be founders on 30 of its own staff

LinkedIn began a free 14-week course on starting a business in September, enrolling 30 of its own employees, Fortune reported. Because the students are LinkedIn staff, the pilot can test a syllabus but cannot yet show what outside workers will pay for it.

Publishers:fortune.com

Reality

Evidence40
Adoption
Not scored
Hype gap+15
Incentives
Not scored
Confidence45
productOne report1 publisher

San Francisco investors cheer White House hands-off AI stance as Trump signs voluntary 308-word safety pact that leaves labs to monitor themselves

A 308-word voluntary White House pact leaves AI labs to monitor their own safety progress, Fast Company reported. Investors at San Francisco's Tech Week welcomed that stance. Anyone deploying agents is left to write their own controls.

Publishers:fastcompany.com

Reality

Evidence55
Adoption35
Hype gap+30
Incentives70
Confidence50
productConfirmed15 publishers

Nvidia pays $12.9bn to own the download path for open models

Jensen Huang says Nvidia will not favor its own chips on Hugging Face. The reporting captures only that statement, with no mechanism attached, and that puts weight distribution in front of platform teams as a live decision they never had to make before.

Perspective Coverage

15 publishers
Builder
Builder 32%
Operator
Operator 29%
Investor
Investor 39%

Reality

Evidence68
Adoption72
Hype gap+20
Incentives74
Confidence64
buildConfirmed7 publishers

Andreessen Horowitz leads a reported $870M round for Jev maker TypeSafe

Andreessen Horowitz led a financing of about $870 million in TypeSafe at a $7.5 billion valuation, Bloomberg reported. The money backs Jev, a model that hands software a choice plus a probability, and its use to builders depends on those probabilities matching how often it is right.

Perspective Coverage

8 publishers
Builder
Builder 38%
Operator
Operator 23%
Investor
Investor 39%

Reality

Evidence50
Adoption30
Hype gap+45
Incentives70
Confidence60
productConfirmed2 publishers

Andreessen Horowitz's Olivia Moore says most consumer AI money comes from prosumers

Andreessen Horowitz partner Olivia Moore published a ranking of the top 100 consumer AI apps that puts ChatGPT far ahead of every rival. In a TechCrunch interview, she argued that growth depends on ads and cheaper models paying for the users who do not subscribe.

Perspective Coverage

3 publishers
Builder
Builder 28%
Operator
Operator 22%
Investor
Investor 50%

Reality

Evidence55
Adoption40
Hype gap+20
Incentives70
Confidence60
buildConfirmed4 publishers

Flock Safety plans to cut 270 jobs as local governments rethink its shared plate-reader network

Flock Safety plans to cut about 270 jobs, roughly 18% of its workforce, Reuters reported. Two days earlier Henrico County, Virginia, said it would end its contract over protection of data shared across Flock's nationwide network.

Perspective Coverage

6 publishers
Builder
Builder 15%
Operator
Operator 57%
Investor
Investor 28%

Reality

Evidence58
Adoption66
Hype gap+25
Incentives55
Confidence60
productConfirmed4 publishers

Pennymac and New American Funding buy into Vesta, the AI agent startup they already use for mortgages

Vesta raised $30 million from investors including two of its own lender customers, Pennymac and New American Funding. CEO Mike Yu says revenue grew 12x in a year. The stake makes those lenders shareholders in agents they are still learning to trust with loans.

Perspective Coverage

5 publishers
Builder
Builder 24%
Operator
Operator 36%
Investor
Investor 40%

Reality

Evidence45
Adoption50
Hype gap+25
Incentives70
Confidence60
investOne report1 publisher

Busiest venture firms did more Q3 deals while total funding fell, Crunchbase data shows

Andreessen Horowitz, Insight and Sequoia were among at least 22 investors in 10 or more Q3 venture rounds, most of them doing more deals as funding fell. Crunchbase ties the lower total to the absence of new record AI megarounds, while its lead-investor dollar rankings turn on a few multi-billion checks.

Reality

Evidence60
Adoption
Not scored
Hype gap+20
Incentives30
Confidence55
buildConfirmed5 publishers

National Compute plans to give Genesis Mission researchers $100M in compute credits

National Compute plans to pledge $100 million in compute credits to the Genesis Mission at Thursday's White House event, Business Insider reported. Researchers cannot schedule work against the credits until the providers, eligibility rules and start date are disclosed.

Perspective Coverage

6 publishers
Builder
Builder 29%
Operator
Operator 39%
Investor
Investor 32%

Reality

Evidence45
Adoption10
Hype gap+30
Incentives55
Confidence50
buildOne report1 publisher

Army caps ASI's command-and-control contract at $99 million over five years

Air Space Intelligence won a five-year U.S. Army command-and-control contract with a $99 million ceiling, a SAM.gov notice shows. The figure only caps orders, so the Army's task orders will decide what software first built for airline dispatchers earns.

Publishers:runtimewire.com

Reality

Evidence50
Adoption35
Hype gap+25
Incentives60
Confidence50
productConfirmed6 publishers

Stuut's 47% DSO claim runs more than double its own ZoomInfo result

Stuut raised a $52.5 million Series B led by Insight Partners to sell AI that runs the entire order-to-cash process, citing a 47% average cut in DSO. ZoomInfo, the only customer with before-and-after figures in the launch coverage, saw less than half that, a check any buyer can run against its own books.

Perspective Coverage

6 publishers
Builder
Builder 19%
Operator
Operator 38%
Investor
Investor 43%

Reality

Evidence35
Adoption45
Hype gap+45
Incentives75
Confidence60
productOne report1 publisher

PitchBook's record $515.8B venture tally rests on OpenAI and Anthropic rounds

OpenAI and Anthropic raised more than $200 billion of the record $515.8 billion invested in US startups through September, PitchBook-NVCA data shows. With IPOs slipping, a venture-backed vendor that exits is likelier to be sold, often below its last private price.

Publishers:siliconangle.com

Reality

Evidence60
Adoption
Not scored
Hype gap+5
Incentives35
Confidence55

Earlier coverage

  1. Ex-Ramp engineers raise $25 million for creative AI agents after scrapping their first idea

    Invest · October 7, 2026 · Confirmed4 publishers

  2. Card-spend data puts 29 of the 50 top-spending AI vendors off a16z's traffic charts

    Build · October 5, 2026 · Confirmed2 publishers

  3. Ghost asks $3,499 for a dedicated box that keeps personal AI agents running

    Product · October 5, 2026 · Confirmed5 publishers

  4. Andreessen Horowitz finds AI's top 1% of paying consumers outspend the bottom half combined

    Invest · October 6, 2026 · Confirmed2 publishers

  5. Valon's $2.3 billion valuation works out to about 11.5 times its contracted servicing revenue

    Invest · October 5, 2026 · Confirmed4 publishers

  6. Fairshake puts $1 million apiece behind six House incumbents expected to keep their seats

    Invest · October 5, 2026 · Confirmed6 publishers

  7. Andreessen Horowitz puts $38 million behind doxx.net's server-free networks for AI agents

    Invest · October 2, 2026 · Confirmed6 publishers

  8. EliseAI raises $350 million to automate more of the leasing office and the clinic front desk

    Product · September 29, 2026 · Confirmed3 publishers

  9. Greg Brockman stops paying into Leading the Future after $25 million of a $50 million pledge

    Product · October 1, 2026 · Confirmed4 publishers

  10. Mandia's Armadin raises $255.5 million to point AI attack agents at customers' networks

    Security · October 1, 2026 · Confirmed6 publishers

  11. a16z's academy commits $840,000 per founding student before anyone pays tuition

    Invest · September 22, 2026 · Confirmed5 publishers

  12. Kevin Mandia's Armadin raises $255.5 million to run red-team work as continuous AI software

    Build · October 1, 2026 · Confirmed3 publishers

  13. Factory's CEO accuses an advisor turned Cognition executive of sharing confidential information

    Product · September 30, 2026 · Confirmed2 publishers

  14. EliseAI's $4 billion valuation tracks a doubling in recurring revenue

    Invest · September 29, 2026 · Confirmed10 publishers

  15. Investors price Kevin Mandia's seven-month-old Armadin above $2.5 billion

    Invest · October 1, 2026 · Confirmed6 publishers

  16. Hyperscaler capex near $780 billion is consuming a growing share of cash flow, a16z charts show

    Build · October 1, 2026 · Confirmed2 publishers

  17. Stand With Crypto answers the 49-50 Clarity Act defeat with three Senate endorsements

    Invest · September 30, 2026 · Confirmed2 publishers

  18. Cognition reports 4.8x token throughput on Nvidia Vera Rubin in its own coding-agent test

    Build · October 1, 2026 · Confirmed2 publishers

  19. ElevenLabs doubles its valuation to $22 billion in a $300 million employee share sale

    Build · September 30, 2026 · Confirmed2 publishers

  20. Personal AI agents return to a market where 2.2% of consumers pay

    Product · September 30, 2026 · One report1 publisher

  21. Stripe's reported $7B for OpenRouter buys the routing layer, not a revenue line

    Product · August 16, 2026 · Confirmed3 publishers

  22. A 1914 statute, not a merger review, is the live antitrust risk in the data stack

    Product · August 17, 2026 · Confirmed2 publishers

  23. Mozilla's Smart Window bets that opt-in AI is a feature, not a concession

    Product · August 18, 2026 · Confirmed5 publishers

  24. Etched has silicon, a customer rack running, and $1bn raised in 26 days

    Product · August 18, 2026 · Confirmed4 publishers

  25. Temporal's reported $12B ask prices the boring part of the agent stack

    Invest · August 18, 2026 · Confirmed2 publishers

  26. Stripe buys the toll booth: a reported $7.5bn for OpenRouter, and the routing layer

    Product · August 19, 2026 · Confirmed3 publishers

  27. Rillet's $1B mark puts a price on ERP displacement risk

    Invest · August 18, 2026 · Confirmed4 publishers

  28. Temporal's second doubling in a year prices durable execution as agent plumbing

    Product · August 19, 2026 · Confirmed2 publishers

  29. Castelion's $13bn valuation rests on $500m of contracts and a 2027 delivery date

    Product · August 20, 2026 · Confirmed3 publishers