How a16z found success with 2024's $1.25B AI infrastructure fund, focusing on early funding and the largest investments at ~$60M, as it expands the fund to $3B
A newer fund run by an unconventional team at the venture firm is finding success focusing on infrastructure.
The list of people who are great AI infra technologists, great venture investors, and great team leaders is tiny and @martin_casado is no doubt at the top of that list.