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General partner at Andreessen Horowitz focused on enterprise infrastructure and AI investments; sits on the Fivetran board.
A DOJ inquiry into Andreessen Horowitz board seats at Databricks and Fivetran has run for nearly a year, and an unconditional merger clearance did not end it.
Reality
Stripe confirmed its purchase of OpenRouter, the gateway 10 million developers use to pick between 400-plus models. The reported price is several times its valuation months ago.
Perspective Coverage
3 publishersReality
The reported price is roughly 5.8 times OpenRouter's May valuation, and one banker says it does not rule out a PayPal bid. Stripe is buying the layer between developers and 400-plus models.
Perspective Coverage
13 publishersReality
The Machine Age Fund treats power and heat as the binding constraint on AI scaling, which hands hardware founders a dedicated buyer and hands the rest of us a rack-power forecast that a16z produced itself.
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3 publishersReality
Two closes three days apart put $2.85bn of fresh commitments behind the AI stack. The question for anyone raising is which of a16z's two vehicles turns up, because their mandates now overlap at the growth stage.
Reality
The Machine Age Fund goes to chips, memory, networking, data centers and robotics rather than models or apps, which is a working judgment that what slows AI products now is rack power and lead times.
Perspective Coverage
3 publishersReality
The Machine Age Fund's case is a rack going from 5-10kW to 100-250kW and toward a megawatt within three years. That number is what determines where your inference runs and how fast it can answer.
Reality
Two partners, two portfolio companies that grew into rivals, and an antitrust statute almost never pointed at VCs. The cost of that theory falls on any firm making several bets in one category.
Reality
SpaceX paid $60 billion in stock for Cursor and Stripe agreed to about $8 billion for OpenRouter. Roughly $320 million of a16z money became more than $8 billion, with no IPO involved.
Reality
A nearly year-old interlocking-directorate inquiry names Databricks and Fivetran. The usual remedy is a resignation, which makes a board seat a term of investment worth repricing.
Reality