
Andrew Omori
974 posts

Andrew Omori
@AndrewOmori
Constantly thinking about the future of venture capital. Fund Strategy at a16z


🚨 The @a16z consumer AI Top 100 is back! For the sixth time, we ranked consumer AI websites and mobile apps by usage (monthly unique visits and MAUs). This edition, we changed the rules. Here's why - and what the new list says about where consumer AI is heading 👇

Great conversation with @patrick_oshag . We got into some stuff that nobody else did.

Today we’re announcing the AI Grand Prix. The fully autonomous drone racing competition inviting the boldest engineers from around the globe to compete for $500,000 and a job at Anduril. No human pilots. No hardware mods. Identical @neros_tech drones. Software is the only path to victory. If you win, it’s because your autonomy stack is better. Full stop. Season 1 kicks off this spring, leading up to the AI Grand Prix Ohio.



At Andreessen Horowitz, we just raised over $15B. With these new funds including American Dynamism ($1.176B), Apps ($1.7B), Bio + Health ($700M), Infrastructure ($1.7B), Growth ($6.75B), and other venture strategies ($3B), we raised over 18% of all venture capital dollars allocated in the United States in 2025. Why did we raise the money and how do we plan to invest it? Read more from Ben Horowitz: a16z.news/p/we-raised-15…






And that’s a wrap on the first ElevenLabs Summit. A full day with partners, friends, and the team - showing what we’ve built and where we’re going. An amazing day: - Jack Dorsey joined to talk about the future and the place of voice and agents in it. - Yvonne Johnson spoke about why voice matters and how central it is to dignity. - With David Rogier we explored the future of education and hands-on learning. - We shared our Impact Program work - fitting on a day marked by service and memory - Veterans Day in the US, Independence Day in Poland, Remembrance Day in many countries. - Across leaders at Salesforce, Disney, and TELUS we dug into how enterprises are deploying our tools to reduce wait times, localize content, and unlock new customer experiences. - And we had amazing startups join us to, with Nowadays taking home prize 11/11 will always be special for ElevenLabs. On this day 3 years ago we launched our first TTS model with a team of 5. Since then: - We grew from a foundational-model company into a product company - two full platforms: an Agents Platform with configuration, deployment, and monitoring built in for elevating customer experiences and an end-to-end Creative Platform for narration, voiceover, and dubbing. - We keep on pushing audio research frontier forward powering our platforms - from TTS to STT, Music, SFX, Dubbing & Orchestration models. - We scaled from $0 to nearly $300M ARR, now serving millions of creators and thousands of enterprises - paving the way - We built a team of more than 350 people, all pushing in the same direction from all corners of the world Yet it’s just the beginning. We’re here to solve how humans and technology interact - making creation and interaction seamless, on human terms, giving people more time and control. And we are heads down and all in on making this happen. Not everyone could be there for the picture. But everyone’s work is reflected in where we got to, with @dabkowski_piotr & I just immensely proud of our team and partners working to make the future happen sooner.





We’re excited to share our 2025 State of Crypto report. This year’s story: the maturation of the crypto industry — with growing institutional adoption, the rise of stablecoins, better infrastructure, new consumer experiences, and long-awaited regulatory clarity. Read the full report → a16zcrypto.com/posts/article/… Here are the biggest trends of 2025…











SF was never dead. 3 years ago, people said the city was over. There were stories of empty towers and headlines about doom. Then AI hit escape velocity, and you could feel the energy reignite. This past year, AI companies have taken millions of square feet across the city (1). The marquee names keep expanding. Anthropic added ~100,000 square feet across from its SoMa HQ (2). Rents are on the rise again. Hacker houses are back (3)(4). SF had what others didn’t. What changed San Francisco stacked the right inputs for this cycle. Dense talent, fast capital, and tight feedback loops. In AI, those loops matter. Agents get good by shipping, breaking, and retraining. Things compound when researchers, product leads, and investors are within a stone’s throw. The numbers tell the same story. U.S. startup funding in the first half of 2025 jumped ~76% year over year, on pace for the second-best year ever, with AI responsible for a historic share of the dollars (5). By mid-year, GenAI funding had already surpassed all of 2024 (6). Globally, AI startups took ~53% of all VC dollars in H1 2025 (7), and in the U.S., AI accounted for ~64% of deal value (5). The Bay Area drew nearly $70B of the $134.6B in global AI funding in 2024, and it’s still the gravitational center in 2025 (8). What we’re seeing To understand why SF is back, look at where investors are leaning in. Recent a16z AI investments span agentic CX, coding, creative tools, and multimodality. Decagon, building autonomous customer-support agents, raised a $131M Series C co-led by a16z (9). Cursor, the AI code editor and “vibe coding” tool many engineers live in, raised a $900M round (10). Krea, the creative AI interface for images/video, just closed an $83M round (12). Risk capital The Bay Area’s edge has always been access to the “right money” at the “right stage.” Later-stage capital is returning, and big pools are forming to fund AI’s compute-heavy scale-up phase (16). The talent wars We’ve all read the headlines. Meta has reportedly offered top researchers pay packages up to ~$300M over four years, with first-year comp figures reportedly above $100M for a small number of leadership roles (18). Whatever the exact figures, the platforms are competing for a very small pool of elite talent, and much of that is happening in the Bay Area. At the same time, SignalFire’s 2025 report shows Anthropic near 80% two-year retention, with OpenAI ~67% and Meta ~64% (19). Labs with strong cultures tend to retain their people. They also tend to cluster around SF. Cities have product-market fit, too. In 2025, San Francisco is a product that AI builders want. If you want to experience the energy for yourself, come build with us during SF @Techweek_ (Oct 6–12)!


