The a16z Show · Friday, August 28, 2026
Venture capital firms are observing a substantial increase in the number of strong founding teams focusing on complex hardware problems related to AI. This indicates a significant shift in founder interest towards the infrastructure side of AI development.
“And we've been watching over the last couple of years is the number of very strong teams going after complex hardware problems has increased.”
“So it's like the founder community, which tends to be much smarter than the VC community has identified this as a very active area for innovation and they're responding.”