# a16z > Markdown twin of https://roboterminal.app/companies/a16z · https://roboterminal.app/companies/a16z.md ## On shared sources - [World Labs](https://roboterminal.app/companies/world-labs) (9) - [OpenAI](https://roboterminal.app/companies/openai) (8) - [Anthropic](https://roboterminal.app/companies/anthropic) (7) - [Meta](https://roboterminal.app/companies/meta) (5) - [NVIDIA](https://roboterminal.app/companies/nvidia) (5) - [Periodic Labs](https://roboterminal.app/companies/periodic-labs) (5) - [UMI](https://roboterminal.app/companies/umi) (5) - [Amazon](https://roboterminal.app/companies/amazon) (4) - [Apple](https://roboterminal.app/companies/apple) (4) - [Databricks](https://roboterminal.app/companies/databricks) (4) - [EKA Robotics](https://roboterminal.app/companies/eka-robotics) (4) - [Google DeepMind](https://roboterminal.app/companies/google) (4) - [Chevron](https://roboterminal.app/companies/chevron) (3) - [Crusoe](https://roboterminal.app/companies/crusoe) (3) - [Gimlet Labs](https://roboterminal.app/companies/gimlet-labs) (3) - [xAI](https://roboterminal.app/companies/xai) (3) - [Accel](https://roboterminal.app/companies/accel) (2) - [AWS](https://roboterminal.app/companies/aws) (2) - [Bedrock](https://roboterminal.app/companies/bedrock) (2) - [F-Prime Capital](https://roboterminal.app/companies/f-prime-capital) (2) - [MIT](https://roboterminal.app/companies/mit) (2) - [Pixomondo](https://roboterminal.app/companies/pixomondo) (2) - [Skydio](https://roboterminal.app/companies/skydio) (2) - [Solana](https://roboterminal.app/companies/solana) (2) - [Zipline](https://roboterminal.app/companies/zipline) (2) - [Alibaba](https://roboterminal.app/companies/alibaba) (1) - [AMD](https://roboterminal.app/companies/amd) (1) - [Anduril](https://roboterminal.app/companies/anduril) (1) - [Antioch](https://roboterminal.app/companies/antioch) (1) - [Cognition](https://roboterminal.app/companies/cognition) (1) - [CoreWeave](https://roboterminal.app/companies/coreweave) (1) - [d-Matrix](https://roboterminal.app/companies/d-matrix) (1) - [DeepSeek](https://roboterminal.app/companies/deepseek) (1) - [Eptolink](https://roboterminal.app/companies/eptolink) (1) - [Exa](https://roboterminal.app/companies/exa) (1) - [Fal](https://roboterminal.app/companies/fal) (1) - [Greylock](https://roboterminal.app/companies/greylock) (1) - [Hitachi](https://roboterminal.app/companies/hitachi) (1) - [Innolight](https://roboterminal.app/companies/innolight) (1) - [Intel](https://roboterminal.app/companies/intel) (1) - [Ixian Robotics](https://roboterminal.app/companies/ixian-robotics) (1) - [Khosla Ventures](https://roboterminal.app/companies/khosla-ventures) (1) - [LG Innotek](https://roboterminal.app/companies/lg-innotek) (1) - [McKinsey](https://roboterminal.app/companies/mckinsey) (1) - [Micron](https://roboterminal.app/companies/micron) (1) - [Microsoft](https://roboterminal.app/companies/microsoft) (1) - [MiniMax](https://roboterminal.app/companies/minimax) (1) - [Mistral](https://roboterminal.app/companies/mistral) (1) - [MRVL](https://roboterminal.app/companies/mrvl) (1) - [Munari](https://roboterminal.app/companies/munari) (1) - [Nebius](https://roboterminal.app/companies/nebius) (1) - [Nscale](https://roboterminal.app/companies/nscale) (1) - [OpenRouter](https://roboterminal.app/companies/openrouter) (1) - [Oracle](https://roboterminal.app/companies/oracle) (1) - [Poseidon Aero](https://roboterminal.app/companies/poseidon-aero) (1) - [Salesforce](https://roboterminal.app/companies/salesforce) (1) - [Samsung Electro Mechanics](https://roboterminal.app/companies/samsung) (1) - [Saronic](https://roboterminal.app/companies/saronic) (1) - [Sequoia Capital](https://roboterminal.app/companies/sequoia-capital) (1) - [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1) - [SpaceX](https://roboterminal.app/companies/spacex) (1) - [Stanford](https://roboterminal.app/companies/stanford) (1) - [Temasek](https://roboterminal.app/companies/temasek) (1) - [The Boring Company](https://roboterminal.app/companies/the-boring-company) (1) - [Thinking Machines](https://roboterminal.app/companies/thinking-machines) (1) - [TQ Ventures](https://roboterminal.app/companies/tq-ventures) (1) - [Trillium Labs](https://roboterminal.app/companies/trillium-labs) (1) - [Vals AI](https://roboterminal.app/companies/vals-ai) (1) - [Vy Capital](https://roboterminal.app/companies/vy-capital) (1) - [Waymo](https://roboterminal.app/companies/waymo) (1) - [YMTC](https://roboterminal.app/companies/ymtc) (1) ## Pulse - [@a16z on X](https://x.com/a16z/status/2113322134605037827) Chris Dixon and Ben Horowitz on why a16z Crypto is now a16z Frontier, a fund for the "outer planet" founders building things that don't fit into any existing category: "Years ago, [crypto] was sort of… - [@a16z on X](https://x.com/a16z/status/2113314156334260243) Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investment… - [@a16z on X](https://x.com/a16z/status/2113276781960777866) America’s capital markets are an underrated strategic weapon. Anduril CEO Brian Schimpf on turning that edge into a tool for national priorities: "The US capital market structure is, it's not like it'… - [@ctorobotics on X](https://x.com/ctorobotics/status/2113201195850367475) 🚨 EKA Robotics raises $150M in Series A funding. Can robots be both highly capable and truly general-purpose? EKA Robotics is betting on it. Its Vision-Force-Action (VFA) model combines dexterous man… - [@a16z on X](https://x.com/a16z/status/2113008121451037107) In the '90s, general-purpose chips wiped out the specialists. The original Thinking Machines, Cray Computer, and a wave of others shut down, and their best ideas got absorbed into other chips. Zain As… - [@a16z on X](https://x.com/a16z/status/2112675339298349279) Ekin Dogus Cubuk of @periodiclabs on why AI has to learn from the physical world, and building their own lab to close that loop: "One of the more fundamental ways of making things around us is powder … - [@a16z on X](https://x.com/a16z/status/2112665201170604185) AI models are getting close to designing hardware better than humans, and that shifts where the hard problems are: - Better simulation, so physical builds become confirmation instead of experiments - … - [@a16z on X](https://x.com/a16z/status/2112655271042650544) "It took me three months to design it, but it's nine months until I can actually start to use it." Former Intel CEO Pat Gelsinger on the manufacturing bottleneck between designing hardware with AI and… - [@a16z on X](https://x.com/a16z/status/2112645028829069593) For AI to become a superhuman hardware engineer, it has to learn from the physical world, and real-world data is hard to get: - It's non-uniform and constantly changing - It's sparse: you can't measur… - [@a16z on X](https://x.com/a16z/status/2112625042639167835) AI is on track to become a superhuman hardware designer, but design is only the beginning. The interface between bits and atoms is lossy, and turning designs into real hardware gets harder at every le… - [@frontrunvc on X](https://x.com/frontrunvc/status/2112609795534401581) FUNDRAISE 💰: @frontrunvc flagged @EkaRobotics on April 22nd. 181 days later: $150M Series A co-led by @a16z and @fprimecapital. 🫡 https://t.co/NQ75quaNLO https://t.co/QxndUWtpOr - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2112575899866468418) 🚨 BREAKING: @EkaRobotics just raised $150M in Series A funding at a $1.45 billion valuation, led by a16z and F-Prime Capital. The founding team is exceptional. @pulkitology is an MIT professor. Tuoma… - [@a16z on X](https://x.com/a16z/status/2112569769648087279) We believe solving dexterous manipulation is one of the largest opportunities in robotics. That’s why we're thrilled to lead Eka Robotics’ Series A. Much of the world's physical economy still depends … - [@a16z on X](https://x.com/a16z/status/2111536578338378169) Gavin Baker on the other side of Ben's bandwidth story: at the peak of the 2000 bubble, 97% of America's fiber sat dark, and today there are no dark GPUs. "I had, depending on how you look at it, the … - [@a16z on X](https://x.com/a16z/status/2110468194423165405) Compute scarcity, in one chart Old GPUs are turning into appreciating assets https://t.co/nxwk0EyKtX https://t.co/pnnOhT8Aab - [@a16z on X](https://x.com/a16z/status/2109381134547329267) .@heronpower CEO Drew Baglino on the 40-year streak that kept US electricity flat while the economy grew, and why it just ended: "We benefited from energy efficiency from the '70s... until like the 20… - [@a16z on X](https://x.com/a16z/status/2109366017831154097) Dmitri Dolgov of @Waymo on how to tell if you’re one year away from shipping or ten: "One pattern that I've seen over and over again is do you have convergence of discovery? The problems that you are … - [@pequityresearch on X](https://x.com/pequityresearch/status/2108794345885139180) Former CEO of Intel, Pat Gelsinger, sees more AI data center delays coming due to lack of energy capacity: "We just need more capacity, and fundamentally, energy capacity omewhat dampens how you fork … - [@a16z on X](https://x.com/a16z/status/2108565658695025057) Former Intel CEO Pat Gelsinger with a16z's Raghu Raghuram and Guido Appenzeller on the next wave of semiconductor innovation and the physical constraints shaping the AI buildout: Drawing on his experi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2108370360957616621) a16z's chart made the crossover visible: agent token use passed human token use on OpenRouter back in February, and by August agents were burning 7.3 trillion tokens against 1.4 trillion for humans, r… - [@a16z on X](https://x.com/a16z/status/2108229800032878817) AWS CEO Matt Garman says they could sell every GPU to the frontier labs, but deliberately hold capacity back for startups to support the full ecosystem: "We really think intentionally about our alloca… - [@a16z on X](https://x.com/a16z/status/2108213795642638837) AWS CEO Matt Garman with a16z's Raghu Raghuram on the biggest cloud provider in the world being rebuilt for the agentic era: $220B in CapEx for 2026, two million NVIDIA GPUs on order, AWS's AI chips s… - [@a16z on X](https://x.com/a16z/status/2107954263767081092) a16z's Alex Immerman, David George, and Sarah Wang on why a data center can lower your electricity bill: "It may seem counterintuitive, but a data center can help lower your electricity rate. A recent… - [@a16z on X](https://x.com/a16z/status/2107936513447317788) The US grid plans to add 86 gigawatts this year. Here's where it's coming from: - Solar: 43.4 GW - Batteries: 24.3 GW - Wind: 11.8 GW - Gas: 6.3 GW - New nuclear: 0 GW The AI labs are planning for hun… - [@a16z on X](https://x.com/a16z/status/2107914005008523522) .@basepowerco has raised $2.5B to bring affordable, reliable energy to people’s homes across America. They're building a new nationwide power company by rebuilding every layer from scratch. Three year… - [@a16z on X](https://x.com/a16z/status/2107886207409815679) Left: Texas's grid only maxes out about 200 hours a year, roughly 2% of the time. Right: New data centers that agree to cut back during peak hours can skip the wait for more capacity. US grids could a… - [@a16z on X](https://x.com/a16z/status/2107850189855953306) 🇯🇵 https://t.co/llH4rjVHbi - [@a16z on X](https://x.com/a16z/status/2106119537691353534) America has 16,876 machine shops. 83% employ fewer than 20 people. Just nine employ more than 500. New defense companies are moving from prototypes to mass production, and every missile, drone, ship, … - [@a16z on X](https://x.com/a16z/status/2106096972113629272) It takes *thousands* of suppliers to build one missile, one aircraft, one ship, or one drone. At the top of the chain is the company that delivers the finished technology. Beneath it, makers of engine… - [@a16z on X](https://x.com/a16z/status/2105372280952135703) Vice President JD Vance at the groundbreaking of Saronic's Port Alpha in Brownsville, Texas: "We are rebuilding the American dream from the ground up by employing and investing in American workers and… - [@martin_casado on X](https://x.com/martin_casado/status/2104666454054580602) I don’t normally write these things. But this one hits a bit different. Nearly three years ago I told a16z I wanted to spend part time outside the firm helping @drfeifei start and build a frontier mod… - [@a16z on X](https://x.com/a16z/status/2101382198469579051) a16z's Martin Casado on why the word "pacing" was a misstep, and Databricks' @alighodsi on what the labs were actually asking for: Martin: "Saying security and safety is important, it is with every te… - [@a16z on X](https://x.com/a16z/status/2101336042712518878) Databricks' @alighodsi with a16z's Martin Casado on who should be policing the AI labs: Martin: "There's kind of three proposals. The OpenAI, Anthropic one is a third party. The Elon Musk one, as far … - [@a16z on X](https://x.com/a16z/status/2101032223457829137) Databricks' @alighodsi on AI risk and adoption: Ali isn't losing sleep over the existential risk debate. He says a number of conditions would all have to be true simultaneously to enable an actual run… - [@a16z on X](https://x.com/a16z/status/2101021549121745373) Databricks’ @alighodsi on AI risk and adoption: Ali isn’t losing sleep over the existential risk debate. He says a number of conditions would have to be simultaneously true for a legitimate runaway ta… - [@stretchcloud on X](https://x.com/stretchcloud/status/2100809037172609072) Exa just shipped something that changes how you train and evaluate AI agents that touch the web. Snapshot gives you point-in-time access to 400 billion historical web snapshots. Not crawl metadata. No… - [@a16z on X](https://x.com/a16z/status/2100655721905803571) .@fal's Gorkem Yurtseven and Batuhan Taskaya on making an open source video model 35x faster, and what Hollywood wanted after they built it: Last month, MiniMax released H3, an open source video model… - [@a16z on X](https://x.com/a16z/status/2098871877225808228) a16z's David George says AI's power law is becoming more extreme because dollars alone can compound a company's advantage: "Right now, clearly the power law is more extreme than it has been in the las… - [@frontrunvc on X](https://x.com/frontrunvc/status/2098532289923711015) A week of raises. @frontrunvc flagged 7 startups before they were announced. 👇 Average lead time: 116 days. 1. @rtp - 162 days ago. $35M Series A led by @oakhcft 2. @antiochrobotics - 147 days ago. $… - [@Newsforce on X](https://x.com/Newsforce/status/2097933546635558943) 🇺🇸🇦🇪 @ElonMusk’s @BoringCompany has raised $3 billion in a Series D round led by the UAE, pushing its valuation to $23 billion, up from $5.68 billion in 2022. The funding will help build more than… - [@frontrunvc on X](https://x.com/frontrunvc/status/2097758750480421100) EARLY: @ixianrobotics - 56 followers (Robotics) Ixian Robotics just came out of stealth. Intelligent robots to reindustrialize America. On @frontrunvc, the story started 32 days before the company had… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097717682598453582) Peter Thiel-Backed AI Startup Cognition Raises Funds at $48 Billion Valuation Round led by new investors Andreessen Horowitz and Accel, ⁠alongside existing backers https://t.co/Sod2JGlpEr via @WSJ - [@a16z on X](https://x.com/a16z/status/2097697391860232572) Vals AI co-founder and CEO Rayan Krishnan with a16z's Ben Horowitz and Jennifer Li on grading AI, what it costs, and who gets to make the rules: Every big industry eventually grows an independent test… - [@a16z on X](https://x.com/a16z/status/2097411001461391670) Mistral co-founder and CEO Arthur Mensch on open source AI and why no company will want its intelligence running on someone else's grid: "If you assume that the entire economy is going to run on AI sy… - [@a16z on X](https://x.com/a16z/status/2096319970997346702) Data center construction is going vertical Spend has jumped more than $25B in six months, roughly what it gained over the previous two years combined Construction job openings bottomed near 200k last … - [@a16z on X](https://x.com/a16z/status/2096283613352579197) World Labs co-founders Justin Johnson and Dr. Fei-Fei Li say LLMs use next-token prediction, but spatial intelligence has its own equivalent: Justin: "The soft definition of AI-completeness is there's… - [@a16z on X](https://x.com/a16z/status/2095972688200372368) >blogs about ray tracing for a CS project in 2012 >co-founds World Labs in 2024 >ships Atlas in 2026, a spatial intelligence model that turns a few photos into a whole 3D world curiosity compounds htt… - [@a16z on X](https://x.com/a16z/status/2095961376208646248) >be dr. fei-fei li >born in beijing, raised in chengdu >dad moves to new jersey, follow at age 16 >speak almost no english >parents open a dry cleaner >work the counter on weekends >get into princeton… - [@a16z on X](https://x.com/a16z/status/2095940012932215128) World Labs co-founder Justin Johnson says Atlas can recreate the famous "Bullet Time" shot from The Matrix with iPhones: "The way they did that shot is they had a ring of hundreds of cameras. [Neo] fe… - [@a16z on X](https://x.com/a16z/status/2095921217308086425) Old footage sitting in your camera roll could now be reconstructable as a 3D scene. World Labs co-founders Ben Mildenhall and Fei-Fei Li on how Atlas got there: Ben: "In a casual sense... I took three… - [@a16z on X](https://x.com/a16z/status/2095905665516736760) We're thrilled to lead a $300M investment in Gimlet Labs. AI inference is one of the fastest-growing markets in the history of capitalism, and we are running out of nearly every physical input require… - [@a16z on X](https://x.com/a16z/status/2095904215969477103) We're thrilled to lead a $300M investment in Gimlet Labs. AI inference is one of the fastest-growing market in the history of capitalism, and we are running out of nearly every physical input required… - [@a16z on X](https://x.com/a16z/status/2095882301032828932) World Labs co-founders Fei-Fei Li, Justin Johnson, Ben Mildenhall, and a16z's Martin Casado on Atlas, a world model for spatial intelligence: LLMs are built on next token prediction. Video models are … - [@frontrunvc on X](https://x.com/frontrunvc/status/2095574324283674959) EARLY: @munariai - 6 followers (Robotics) Munari just launched. Operator scoring for robot training data. On @frontrunvc, the story started 47 days before the X account went live. jul 16: a tracked ac… - [AquaForge_X on X: "Andreessen Horowitz expanded its fifth growth fund to $8.5B, adding $1.75B since January's $6.75B close. The raise lands days after a16z's new $1.1B "Machine Age" fund targeting AI hardware, chips, memory, data centers and robotics." / X](https://x.com/Aquaforge_X/status/2094945710726897816) Post Log in Sign up Post AquaForge\X on X: "Andreessen Horowitz expanded its fifth growth fund to $8.5B, adding $1.75B since January's $6.75B close. The raise lands days after a16z's new $1.1B "Machin… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627) Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $… - [@VaderResearch on X](https://x.com/VaderResearch/status/2093601165913067580) A16z just announced a $1.1bn fund to invest in US manufacturing & physical AI US must build its own hardware to compete with Chinese robotics. There is no way around. Having visited WRC, Robot Games a… - [Why Top Founders Are Racing Into AI Infrastructure - YouTube](https://x.com/a16z/status/2093340813174747432) Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo… - [Bringing Marble to Life | World Labs](https://x.com/theworldlabs/status/2090479436550602863) Nov 12, 2025A behind-the-scenes look at how Marble powered the creation of its own launch story. Bringing Marble to Life World Labs: Just Imagine - YouTube Tap to unmute World Labs: Just Imagine World… - [Bringing Marble to Life | World Labs](https://www.worldlabs.ai/case-studies/bringing-marble-to-life) Nov 12, 2025A behind-the-scenes look at how Marble powered the creation of its own launch story. Bringing Marble to Life World Labs: Just Imagine - YouTube Tap to unmute World Labs: Just Imagine World… --- Source: Roboterminal · https://roboterminal.app/companies/a16z.md