Proud to live in SF. Friends from NYC: you're welcome here. We have AI, Waymo, 60 degrees year-round, and burritos, with safety and capitalism on the rise.

this is what you call a layer cake chart Figma

Hell yea Scott Kupor! The US government is lucky to have you. Make meritocracy great again.

Thrilled to back Mira Murati and the world-class team behind ~ every major recent AI research and product breakthrough. RL (PPO, TRPO, GAE), reasoning, multimodal, Character, and of course ChatGPT! No one is better positioned to advance the frontier. Excited to see the future

Consumer willingness to pay used to cap out at a $100/month subscription - about what people pay for wifi or a cell phone plan. LLMs broke that ceiling. $200/month is justified for many AI apps and won't be the top.

Figma dominating, Adobe shrinking. Since 2019, 70% fewer new startups chose Adobe for design. It’s a generational reset in design workflows. And with Figma’s high attach rate, Adobe could soon vanish from the startup stack. Check out more in latest Brex Benchmark:

I'll always remember my first encounter with Margit Wennmachers. She was the legend who built the a16z brand. I got a meeting invite. What'd I do wrong? I hadn't tweeted anything. Turns out Margit met every new employee 1:1. A brand builder & culture carrier. We will miss her!

Congratulations to Dylan Field, Praveer and the Figma team on going public. When we originally invested, we said we were entering the decade of design. Amazing how much that has happened. Thanks for letting us at a16z be part of the journey.

Good things happen to good people. 60x revenue growth in 12 months. Happy fal day Gorkem Yurtseven Burkay Gur batuhan the fal guy

we celebrate the good times fal

We a16z Growth started a Substack (sorry it took this long Chris Best). The first post: why winners win. AI is going to usher in a new set of winners who will leverage the new tech and business models to far outpace consensus financial estimates. We call them Modelbusters 👇

ambitious and humble and eloquent what a class act Mati Staniszewski on Bloomberg TV hats off to the ElevenLabs on a killer music model release

“Excel models from scratch” Goldman is going to fire everyone under 30.

In the past, many vertical software companies were started by domain experts who added technical capacity later. Now it’s the inverse. AI-native startups are led by technical founders who hire for context early. AI delivers differentiation. Context drives defensibility.

We just raised $250M to transform housing & healthcare with AI, led by a16z with participation from Bessemer, Sapphire Ventures, and @NavitasCapital. This funding is a huge milestone towards our mission to improve life’s most critical areas through AI automation, and we’re just

Fresh off announcing their big Series E, EliseAI CEO Minna Song and CTO Tony Stoyanov sat down with Erik Torenberg and me to talk about using AI to fix housing and healthcare. (00:28) Founders’ background & mission (03:31) Fixing housing supply & affordability (05:23)

Welcome Anne N to a16z! Former Deputy National Security Advisor, pro-America & pro-capitalism, she believes tech + economic strength are essential to global order. Yet warm, curious, and disarmingly personal - founders will find her both approachable & formidable.

when John Coogan asked about fal's incredible GTM machine to $100m ARR, Gorkem Yurtseven forgot to mention their secret weapon: padel courts.

in case you needed another reason to not vote for Mamdani NYC needs Waymo!