MTS(@MTSlive):.@martin_casado on the 7-year-early bet a16z made on AI: "We're one of the most tech-forward venture funds. I remember when OpenAI was still an experiment, and we had very legitimate conversations about should we be going all in on AI then, and this was seven years before GPT was actually pretty significant." "For this generative wave, we're one of the earliest that were very active in it. We did a lot of the early foundation model companies. We're in ElevenLabs, OpenAI, Cursor, Ideogram, BFL, Mistral." "Our conviction on technology waves tends to precede quite a bit the on-the-ground gains, which can sometimes work and sometimes not work, but in this case, it was actually quite prescient." @a16z

2026.08.21 00:19

.@martin_casado on the 7-year-early bet a16z made on AI: "We're one of the most tech-forward venture funds. I remember when OpenAI was still an experiment, and we had very legitimate conversations about should we be going all in on AI then, and this was seven years before GPT was actually pretty significant." "For this generative wave, we're one of the earliest that were very active in it. We did a lot of the early foundation model companies. We're in ElevenLabs, OpenAI, Cursor, Ideogram, BFL, Mistral." "Our conviction on technology waves tends to precede quite a bit the on-the-ground gains, which can sometimes work and sometimes not work, but in this case, it was actually quite prescient." @a16z