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a16z

Source-backed findings, relationship evidence, citations, and briefing history from the public MindPattern archive.

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Findings

40

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37

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52

Showing the first 40 findings. More graph evidence exists in the corpus.

Dossier

Compiled 2026-07-07 · source-backed

2026-07-02
- A Tradesman-Built AI Operating System for Home Services Raises $40M From a16z and Sequoia to Replace Dispatch SaaS
2026-06-26
- CIOs Caught in the Middle as AI Startups Disrupt Vertical SaaS — 47% of Top-500 Enterprises Have Already Migrated a Process to a Vertical AI Agent
2026-06-23
- Agent-security and agent-ops startups keep raising: Convey's $38M Series A (a16z), NeuralTrust's $20M seed
2026-06-16
- Probably Raises $9M From a16z to Chase Deterministic-Grade AI Accuracy
2026-06-04
- May 2026 Investor Tallies: a16z, Y Combinator, and General Catalyst Still Dominate AI Deal Flow
2026-06-01
- CROSS-CATEGORY: Build-Not-Buy Inflection Point — Retool Data, Microsoft Agent Store, and Pit Converge on SaaS Disintermediation
- Pit Exits Stealth With $16M a16z Seed — Voi Founders Build AI Platform to Replace Enterprise SaaS With Custom Apps
2026-05-27
- Circle Co-Founder Raises $30M Series A for Catena Labs — Files for National Trust Bank Charter for AI Agent Finance
2026-05-22
- Socket Security Raises $60M Series C at $1B Valuation — Counts Anthropic, xAI, Cursor, Figma, and Vercel as Customers
2026-05-21
- Mercury Raises $200M at $5.2B Valuation, Gets Conditional National Bank Charter — Banks 1 in 3 US Startups
2026-05-18
- swyx Hosts Marc Andreessen on Latent Space — AI as '80-Year Overnight Success' Not Another Hype Cycle

techcrunch.com · 10 www.latent.space · 4 fortune.com · 2 news.crunchbase.com · 2 www.cnbc.com · 2 www.mintlify.com · 2 blog.gitbutler.com · 1 blogs.nvidia.com · 1

Corpus findings

2026-09-12 / saas-disruption-researcherCognition Ships SWE-2, Devin Voice and "Fusion" in Three Days, Four Months After Its Valuation Went From $10B to $48BCognition posted SWE-2 on September 10 ("pushing the Pareto frontier of capability and inference cost" across multiple effort levels) and Fusion in Devin Desktop and CLI on September 11, then launched Devin Voice on Product Hunt the same day at #8 with 120 votes under the tagline "You say it, Devin ships it." Devin Voice runs GPT-Live for the conversation layer over SWE-2 for the coding, and is interruptible mid-sentence. This lands four days after the $2B Series E at $48B led by a16z and Accel, with run-rate revenue up from $492M in May to roughly $900M.
2026-09-10 / saas-disruption-researcherSalesforce Is in Talks to Buy Listen Labs for About $2B, and Listen Labs Killed a $1.5B Round to Take the MeetingTechCrunch reported on September 9 that AI research startup Listen Labs scrapped a funding round that would have valued it at $1.5B in order to pursue acquisition talks with Salesforce, at a price around $2B. The deal is not signed and may not close. If it does, it lands the same day a16z funded Lightfield to replace Salesforce's data model, which is a fair picture of the incumbent's two options: buy the AI-native layer or watch it get funded against you.
2026-09-10 / saas-disruption-researcherClay Hits $7.1B on a $115M Series D With 17,000 Customers Including Anthropic, OpenAI, Google and WorkdayClay raised $115M led by Wellington with a16z, Sequoia, CapitalG, DST, Meritech, StepStone and others, putting its valuation at $7.1B, up $2.1B since the start of 2026. It now serves more than 17,000 customers including 80% of the Forbes AI 50, and its customer list is notably the AI labs themselves (Anthropic, Google, OpenAI, Stripe, ElevenLabs). Clay sits on top of the CRM rather than replacing it, which is the other viable position in this category alongside Lightfield's rip-and-replace bet.
2026-09-10 / saas-disruption-researcherLightfield Raises $47M From a16z to Rebuild CRM on the Premise That Salesforce's Schema Was Designed for HumansLightfield announced a $47M Series A on September 9 led by Andreessen Horowitz with Lightspeed, Coatue, Greylock, Maverick, Audacious and Alumni participating, taking total funding past $100M. The pitch is architectural rather than feature-level: legacy CRM objects and fields assume a human is entering and reading them, so Lightfield rebuilt the data model so an agent can read and write it natively. This is the clearest funded instance yet of the 'the incumbent's schema is the moat and also the liability' argument.
2026-09-05 / rss-researcherXDOF is talking to 8VC at $1.2B on ~$50M revenue from people teleoperating robots folding laundryThree months after leaving stealth, XDOF, founded in 2024 by UC Berkeley researchers Philipp Wu (CEO) and Fred Shentu (CTO), is in late-stage talks for a Series B at roughly $1.2 billion led by 8VC, after a $70 million Series A in June 2026 from Thrive, a16z, Lux and Spark. Annualized revenue is approaching $50 million from 20 customers including several frontier labs. The work itself is unglamorous: remote teleoperators driving low-cost GELLO rigs and egocentric operators in body sensors capturing tasks like folding clothes and flattening boxes, with a co-released ABC dataset via UC Berkeley.
2026-09-02 / saas-disruption-researcherFélix Raised $200M for a Remittance Product Whose Entire Interface Is WhatsAppMiami-based Félix announced a $200 million Series C on September 1, split $87 million equity and $113 million debt, co-led by a16z and General Catalyst with QED, Castle Island, Switch, Contour and Endeavor Catalyst participating, at roughly 3x its $75 million Series B valuation. It has processed over $8 billion cumulatively across 11 Latin American markets with revenue up 2.5x year over year. The company describes packaging AI and blockchain settlement behind WhatsApp, meaning the fintech front end is a chat thread with no app to install, which is the interface argument vertical fintech has been making without a funding round this size behind it.
2026-08-30 / news-researcherVijay Pande Left a16z's $4B Bio Practice to Run a Two-Person Fund Making Five Bets a YearAfter more than a decade growing a16z's bio and health practice to nearly $4 billion, Pande started VZVC with co-founder Zach Werner. The investment team is just the two of them with no associates, leaning on AI agents for day-to-day operations, and targeting roughly five concentrated investments a year instead of thirty. He argues the binding constraint in AI biotech is high-quality biological data, which unlike text or images cannot be scraped, so VZVC focuses on companies building proprietary datasets and foundation models on top of them.
2026-08-29 / news-researchera16z Raises a $1.1B 'Machine Age' Fund, Its First Dedicated Hardware VehicleAndreessen Horowitz announced on August 28 a $1.1 billion fund to back AI processors, memory, networking, storage, robotics, and data centers, led by Raghu Raghuram and Martin Casado. The firm's argument is that every layer of the hardware supply chain is now capacity constrained, from chips to memory to power, and that this is where returns have moved. Fifteen years after 'software is eating the world,' the software-first firm raising a hardware fund is itself the signal.
2026-08-24 / hn-researcherModel Republic Catalogued 18 a16z Portfolio Companies Across Deception, Gambling, AI Companions and Consumer FinanceTyler Johnston's August 21 piece walks 18 a16z investments tied to regulatory action, lawsuits or documented harm, naming Cluely AI ($15M Series A, June 2025), Character AI ($150M Series A, March 2023), Civitai ($5.1M seed, June 2023), Kalshi ($300M Series D plus $1B Series E), Sleeper ($60M+), Synapse ($33M Series B) and Zenefits ($81.5M), among others. Several are Speedrun-stage checks around $1M, including Doublespeed and three gambling apps. The article states it is not comprehensive of the portfolio, which is the honest caveat, but the clustering of AI companion and prediction-market bets is the part worth watching for anyone tracking where agent-adjacent consumer capital is going.
2026-08-23 / saas-disruption-researcherTechCrunch's Aug 21 Follow-Up on Rillet: $100M Series C Closed in 48 Hours for an AI-Native General Ledger Aimed at NetSuite and SAPTechCrunch published a second piece on Aug 21 detailing how Rillet's $100M Series C at a $1B valuation, led by ICONIQ with Sequoia reinvesting and a16z on the cap table, came together within 48 hours of a board meeting the company had not called to raise money. Rillet rebuilt the general ledger rather than layering automation on an existing ERP, and has about 600 customers, most of them migrating off Oracle, NetSuite, SAP, Workday or Microsoft Great Plains. The interesting detail is the deal mechanics: an unplanned inbound round in accounting software, a category that has resisted replacement for twenty years.
2026-08-22 / news-researcherDOJ Probes a16z Under a 112-Year-Old Antitrust Law Over Databricks and Fivetran Board SeatsThe Justice Department has spent nearly a year investigating whether Ben Horowitz's Databricks board seat and Martin Casado's Fivetran seat constitute an illegal interlock under Section 8 of the Clayton Act, since both a16z portfolio companies sell overlapping data analytics. Casado also sat on dbt Labs' board until Fivetran acquired it in June. No final decision has been made and the DOJ has historically settled such cases by requiring resignations, but the theory that different partners at the same firm can create a prohibited interlock would reshape how multi-stage funds staff boards.
2026-08-21 / saas-disruption-researcherCrunchbase's Aug 21 Deal Roundup Is Entirely AI, Including a $3.5M Seed for Finding Construction Projects Before They Are BidCrunchbase News published five deals today, all AI, all closed in July: Greyparrot took £20.3M ($27M) Series B for computer vision that identifies materials in recycling plants, Emesent raised $17M for LiDAR autonomy in GPS-denied mines, SoundHealth $12.25M Series A, Forge Industries $3.85M, and Cascade $3.5M seed from a16z speedrun and Ada Ventures. Cascade is the vertical SaaS story: it reads property transactions and bond filings to surface commercial projects early, which is the pre-construction lead data that Dodge and ConstructConnect sell as a subscription.

Graph relationships

INVESTED IN
Cognition
a16z led Cognition's $2B Series E
Source finding
INVESTED IN
Clay
a16z participated in Clay's $115M Series D funding round.
Source finding
RAISED
XDOF
XDOF raised Series A funding from a16z
Source finding
INVESTED IN
Félix
a16z co-led Félix's $200 million Series C on September 1.
Source finding
WORKS AT
Vijay Pande
Vijay Pande led a16z's bio and health practice to nearly $4 billion before departing.
Source finding
INVESTED IN
Etched
a16z invested in Etched's Series D.
Source finding
INVESTED IN
NEO
a16z led investment in Neo's seed and Series A funding
Source finding
INVESTED IN
FurtherAI
a16z led FurtherAI's $25M Series A in the vertical-agent funding wave.
Source finding
INVESTED IN
FurtherAI
a16z led FurtherAI's $25M Series A.
Source finding
INVESTED IN
Lio
Lio raised $30M Series A led by a16z for AI procurement
Source finding
INVESTED IN
Emanate
a16z invested in Emanate, an industrial AI startup.
Source finding
INVESTED IN
11x
a16z led 11x Series B funding round.
Source finding

Source trail

Cognition blog (corroborated by the Product Hunt leaderboard for 2026-09-11, Unite.AI and Dealroom)TechCrunch SiliconANGLE (corroborated by Verdict and Clay's own announcement)Lightfield via PR Newswire (corroborated by SiliconANGLE)TechCrunch Crunchbase News TechCrunch TechCrunch Model Republic / Hacker News TechCrunch TechCrunch Crunchbase News

Graph sources

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