Andreessen Horowitz

Robinhood CEO Vlad Tenev on AI, Building in Fintech, and Contrarian Bets Robinhood broke from the consensus: zero commissions when competitors charged $10, mobile-first when the expectation was desktop, and bold branding in response to disillusionment with the financial system. CEO Vlad Tenev sat down with a16z General Partners Alastair (Alex) Rampell and Erik Torenberg to tell the story of how he built Robinhood. They cover the origin of fintech as a category, how Robinhood survived crises, the societal role of financial asset ownership, and more. Listen to the whole interview here: https://lnkd.in/g8XUdgTP

The world has massively underestimated how much natural gas the future needs, and now AI data centers and LNG exports are competing for supply. So … who should get the gas? Enjoy part 2 of this doubleheader from Michael Spyker, teaching us everything we need to know about the resource powering AI. Read it here: https://lnkd.in/dTJ_satw

Last month, Sam Altman told us that most new data centers will be powered by natural gas - at least, for now. We wanted to learn more about it: What is natural gas? Where do we get it? Is there enough to go around? (Maybe not!) Michael Spyker of HTM Energy unpacks it for us in a doubleheader guest post: https://lnkd.in/d7zD6Hbp

It took 750 million liters of water to train Grok 4. That sounds huge ... until you put it into perspective. Swipe for the full story 

We’re beyond excited to be leading Stuut's Series A. Despite recent automation, enterprise transactions remain messy: once contracts are signed, partners delay payment, leaving teams to chase invoices and run collections. Accounts receivable is where payment friction and risk live, yet most teams still wrangle email and old software. Enter Stuut. Stuut uses agents to handle outreach, enforce terms, resolve disputes, and structure the workflow so humans can focus on judgment. The result is faster cash, cleaner data, and a calmer collections motion. Tarek A. is a force of nature, and Ben Winter has an uncanny ability to build world-class teams which deliver customer satisfaction. We are proud to back them.

Function Health Raises $298M Series B at $2.5B Most of us have known someone who finds out about a serious illness only once it’s too late. I’ve felt that loss too. A former colleague and friend passed away a few years ago from undiagnosed stage 4 stomach cancer, even after doing everything she could to get answers. It shouldn’t have happened that way. It hit me hard for many reasons - but also because it felt like something that should’ve been detected sooner. I grew up in Korea, where annual checkups are just part of life: affordable, detailed, focused on staying healthy instead of waiting for something to go wrong. People want to understand their health, but the U.S. healthcare system doesn’t always make that easy. There is a massive opportunity to transfer healthcare and patient outcomes. Since their Series A, Andreessen Horowitz investment in Function Health is about the opportunity for AI to transfer healthcare and patient outcomes as it gets better at spotting patterns, tracking biomarkers and imaging but it's also deeply personal. Excited to welcome our friends at Redpoint and NFDG and congrats to Jonathan and the team on the incredible progress so far - much more to come.

Richard Sutton’s “Bitter Lesson” is completely changing growth rates and funding this AI cycle. a16z General Partner Martin Casado explores: What does this mean in the long run? Does this spell the end of traditional software? Does this mean we will see a diminishing need for software engineers? Find out: https://lnkd.in/dm6AE7Qk

Today, we’re excited to share that we’re backing Method Security as they come out of stealth. With adversaries using AI to scale threats to new magnitudes, the American government and other critical US institutions are not equipped for today’s cyber conflicts. Method integrates diverse data sources into a digital twin, providing security teams with complete visibility and allowing for sophisticated simulations of autonomous attacks. Read more: https://lnkd.in/gZHpEBBU