Entity trail

Andreessen Horowitz

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

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Corpus findings

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.
2026-09-09 / rss-researcherCognition raised $2B at $48B, nearly doubling its valuation in four months on $900M run-rateThe Series E was led by Andreessen Horowitz with Accel, Founders Fund, General Catalyst and Avenir, taking Cognition from $26B four months ago to $48B. Annualized run-rate went from $492M in May to about $900M now, which puts its revenue multiple above where Cursor's was in the spring at $2B run-rate before SpaceX bought it for $60B. TechCrunch reports roughly $800M in annual cash burn and a leased Nvidia cluster, with Cognition building its own model on open-source foundations to cut its dependence on OpenAI and Anthropic.
2026-09-07 / news-researcherTravis Kalanick Is Rebuilding Uber's Self-Driving Team Inside Atoms, Which Publicly Denies Wanting the Robotaxi MarketThe Financial Times reported September 6 that Kalanick is reuniting veterans of Uber's autonomous vehicle group at Atoms to build robotaxi technology, following a $1.7 billion round led by Andreessen Horowitz and a $100 million investment from Uber itself. Atoms has already acquired Pronto, the autonomous mining startup run by former Uber self-driving chief Anthony Levandowski, and is preparing a hiring spree plus further acquisitions. Asked directly, Atoms described itself as 'an industrial software company' with 'no plans to enter the saturated robotaxi market.'
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.
2026-08-11 / news-researcherPalmer Luckey's Erebor Nears $1.5B at an $8B Pre-Money — the SVB Replacement Now Has $4.6B in Deposits Six Months After Charter ApprovalThe FT reported on August 10 that Erebor, the bank founded by Anduril's Palmer Luckey and Palantir's Joe Lonsdale, is closing a $1.5 billion round at an $8 billion pre-money valuation, with Lux Capital, Human Capital, Valor Equity Partners, Andreessen Horowitz and SV Angel joining early backer Founders Fund. The operating numbers are the story: Erebor received final regulatory approval only in February and already holds $4.6 billion in deposits and has passed $100 million in annualized recurring revenue. It targets crypto, AI and defense startups — explicitly the niche Silicon Valley Bank vacated in 2023.
2026-08-11 / sources-researchera16z Puts Numbers on Computer-Use Agents: OSWorld-Verified Went 42% → 85% in a Year, Past the ~72% Human Baseline, at $6–8/Hour of InferenceAn a16z research piece published Aug 10 aggregates production interviews and llm-stats leaderboard data: the best computer-using model scored 42% on OSWorld-Verified in early 2025 versus 85% today (Claude Fable 5 leading), against a ~72% human tester baseline. Cost lands at roughly $6–8/hour of inference in pure screenshot-loop mode ($3–15 depending on harness design), which is about break-even against offshore BPO at ~$10/hour fully loaded and a 70–80% gross margin against US back-office labor at $30–45/hour. The builder-relevant conclusion is that raw UI navigation has commoditized to the model layer and the durable advantage moved up the stack — context, permissions, process knowledge, validation, escalation, and run-caching; as one founder put it, 'the models weren't good enough to use in production on their own until Opus 4.6 in February 2026.'
2026-08-04 / news-researcherEndeavour Optical Networks Exits Stealth With $10.75M to Replace Undersea Fiber With Space Lasers for AI Data CentersTechCrunch reported August 4, 2026 that Endeavour Optical Networks emerged from stealth with $10.75 million in seed funding from General Catalyst and Andreessen Horowitz, targeting 2.4 terabits per second of satellite laser transit between continents. A demo satellite is planned for late 2027 aiming for at least 800 Gbps and perhaps a terabit of optical downlink, with a full constellation of roughly 20 satellites for 24-hour coverage. Founders include CEO Charlie Horowitz (ex-Apex Space) and CTO Tyler Presser, with alumni from Google infrastructure and Amazon's LEO program; the pitch is that hyperscalers moving training and inference across distributed sites are bottlenecked on cables that are slow to lay and hard to repair. Note: this is a single-source stealth-exit exclusive, not yet independently corroborated.
2026-07-25 / saas-disruption-researcherNeo Exits Stealth With $100M From a16z and Bessemer to Sell 'Agentic Software Control' — Security Tooling Forks Into an Agent-Native CategoryNeo launched July 20 with $100M from Andreessen Horowitz and Bessemer, plus Craft Ventures and Merlin Ventures, and appeared in Crunchbase's July 24 roundup of the week's largest rounds. Built by former SentinelOne, Wiz and Palo Alto Networks operators, it sells SecOps teams inventory, attribution and policy control over agents, AI-enabled apps, browsers and identities — treating agentic software as a distinct asset class from traditional software. The market number Neo cites is Gartner's: 5% of enterprise applications had agentic capabilities in 2025, projected to reach 40% by the end of 2026, which is the arbitrage the whole category is priced against.
2026-07-25 / reddit-researcherNvidia, Microsoft, Meta and 22 Others Sign an Open-Weights Letter — OpenAI, Anthropic and Google All DeclinedA 25-company letter titled 'Open Weights and American AI Leadership,' hosted as a PDF on Nvidia's own servers and dated July 24, 2026, warns Washington against 'premature restrictions' on open-weight models. Signatories include Nvidia, Microsoft, Meta, Andreessen Horowitz, IBM, Dell, Palantir, Mistral, Hugging Face, Y Combinator, Mozilla, the Linux Foundation, Perplexity, CrowdStrike, and Replit — while OpenAI, Anthropic, and Google are all conspicuously absent. Sam Altman said he was 'glad to see this' without signing, a straddle that r/LocalLLaMA spent the day picking apart (566 upvotes on 'Why won't he sign the letter then?'); a separate thread found Microsoft's corporate-responsibility page listing OpenAI among signatories, which the letter itself does not. This is the frontier-lab coalition splitting in public over open weights, and it is distinct from the ~200-startup Politico letter about Chinese open-weight models earlier in the week.
2026-07-24 / reddit-researcherAnthropic Doubles Midterm Political Spending to $40M, Squaring Off Against a $75M a16z/Brockman-Backed Super PACAnthropic announced July 22 it is adding $20M to Public First Action, doubling its total commitment to $40M ahead of the 2026 midterms; the first tranche went in February. Public First Action is tied to three allied super PACs backing both Republican and Democratic candidates who favor stronger AI oversight and transparency requirements, and is positioned directly against Leading the Future — funded by OpenAI president Greg Brockman, Marc Andreessen and Ben Horowitz — which has raised more than $75M. Anthropic framed the increase as a response to increasingly capable models including its own, making this the clearest instance yet of two frontier labs funding opposing sides of the same regulatory fight.
2026-06-30 / news-researcherConvey Raises $38M Series A for 'AI Teammates' That Run Autonomous WorkflowsConvey raised a $38 million Series A led by Andreessen Horowitz, with Khosla Ventures and Pear VC continuing to back it, for a platform that lets non-technical operators build and manage autonomous 'AI teammate' workflows. Customers cited include Samsara, Unity, Faire, and ChargePoint, with the company claiming over one million hours of automated work completed. Adds to the wave of capital flowing into operator-facing agent orchestration.
2026-06-23 / agents-researcherAgent-security and agent-ops startups keep raising: Convey's $38M Series A (a16z), NeuralTrust's $20M seedJune 2026 funding rounds continued tilting toward agent infrastructure over application wrappers. Convey raised a $38M Series A led by Andreessen Horowitz for 'AI teammates' that let non-technical operators build and manage autonomous workflows; NeuralTrust raised $20M in seed funding to help enterprises identify, secure, and scale agents in production. The pattern: capital is concentrating on multi-agent orchestration engines, enterprise security layers, and cross-platform interoperability rather than thin wrappers, with the top 25 agent companies now having raised more than $25B cumulatively.

Graph relationships

INVESTED IN
Lightfield
Andreessen Horowitz led Lightfield's $47M Series A funding round.
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INVESTED IN
Cognition
Andreessen Horowitz led Cognition's $2B Series E at $48B valuation
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INVESTED IN
Atoms
Andreessen Horowitz led a $1.7 billion funding round for Atoms.
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RAISED
Machine Age Fund
Andreessen Horowitz announced a $1.1 billion Machine Age Fund focused on AI hardware.
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INVESTED IN
Endeavour Optical Networks
Andreessen Horowitz co-led Endeavour Optical Networks' $10.75M seed funding.
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INVESTED IN
Lio
Lio raised $30M Series A led by Andreessen Horowitz for multi-agent procurement
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INVESTED IN
Smart Bricks
Andreessen Horowitz invested in Smart Bricks for real estate AI
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INVESTED IN
Lio
Andreessen Horowitz invested in Lio for procurement AI
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INVESTED IN
Lio
Andreessen Horowitz backed Lio's $30M Series A for agentic procurement AI
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INVESTED IN
Smart Bricks
Smart Bricks raised $5M from Andreessen Horowitz for AI-powered real estate discovery
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INVESTED IN
Glimpse
Glimpse raised a $35M Series A led by Andreessen Horowitz.
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INVESTED IN
Pit
Andreessen Horowitz led $16M seed for Pit
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Source trail

Lightfield via PR Newswire (corroborated by SiliconANGLE)TechCrunch (corroborated by Latent Space AINews)TechCrunch TechCrunch Finextra / Financial Times Andreessen Horowitz TechCrunch GlobeNewswire (Neo)CNBC (primary: images.nvidia.com/pdf/Open-Weights-and-American-AI-Leadership.pdf)Axios (corroborated by PYMNTS, eWeek)Tech Startups TechCrunch

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