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Andreessen Horowitz just raised\u00a0a whopping\u00a0\u2060new\u00a0$15 billion\u00a0in funding<\/u>\u2060<\/a>.\u00a0And a\u00a0$1.7 billion\u00a0chunk\u00a0of that is going to\u00a0its\u00a0\u2060infrastructure\u00a0team<\/u>\u2060<\/a>,\u00a0the one responsible for some of its biggest, most prominent\u00a0AI investments including\u00a0Black Forrest Labs, Cursor, OpenAI,\u00a0\u2060ElevenLabs\u2060<\/a>, Ideogram,\u00a0\u2060Fal\u2060<\/a>\u00a0and dozens of others.\u00a0\u00a0<\/p>\n A16z\u00a0\u2060general partner\u00a0with the infra team Jennifer Li\u2060<\/a>\u00a0(who oversees such\u00a0investments\u00a0as\u00a0ElevenLabs\u00a0\u2013 just valued at\u00a0$11 billion);\u00a0Ideagram\u00a0and Fal, has a clear thesis on where\u00a0the team is looking to spend\u00a0it\u2019s\u00a0latest chunk of cash.\u00a0<\/p>\n Watch as\u00a0Venture and\u00a0Startups editor\u00a0Julie Bort talks with Li\u00a0on \u2060Equity\u2060<\/a>\u00a0about where\u00a0a16z\u00a0sees this\u00a0AI super cycle\u00a0going next,\u00a0including\u00a0the talent crunch hitting AI-native startups, why search infrastructure matters more than people think, and what kinds of companies are\u00a0actually getting\u00a0funded right now.\u00a0<\/p>\n Subscribe to Equity on\u00a0YouTube<\/a>,\u00a0Apple Podcasts<\/a>,\u00a0Overcast<\/a>,\u00a0Spotify<\/a>\u00a0and all the casts. You\u00a0also can\u00a0follow Equity on\u00a0X<\/a>\u00a0and\u00a0Threads<\/a>, at @EquityPod.\u00a0<\/p>\n<\/div>\n