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At a16z investing in AI & Infra. 2x founder & CEO. CTO at Intel & VMware. CPO at Yubico. Tweets are my own.
Silicon Valley, CA
Joined January 2008
- Tweets3.7K
- Following302
- Followers10.8K
- Likes3.9K
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We have raised a $1.1b fund to invest in silicon, data centers, robotics and related aspects of the physical buildout of AI.
Every major tech cycle redefines the physical infrastructure, and AI is no exception. And this presents huge opportunities for startups. LFM!
a16z.news/p/the-machine-age-…
Guido Appenzeller retweeted
It’s going to be a long winter for every security team out there. Be nice to them.
Guido Appenzeller retweeted
today, we're launching Resend Inboxes.
an inbox for people and their agents.
∙ connect the agents you already use through MCP or skills
∙ agents and humans reply from the same thread
get started with Inboxes now:
resend.com/products/inboxes
Guido Appenzeller retweeted
I have a new magic quadrant for you :) @Gartner_inc
“At the moment, we have more compute capacity than we have demand [...]”
Ok @Gartner_inc, this is nonsense. We are *massively* compute constrained. Our portfolio companies are struggling to find capacity.
Full article here: cnbc.com/2026/10/19/gartner-…
“At the moment, we have more compute capacity than we have demand [...]”
Ok @Gartner_inc, this is nonsense. We are *massively* compute constrained. Our portfolio companies are struggling to find capacity.
Full article here: cnbc.com/2026/10/19/gartner-…
As announced by @JensenHuang yesterday in Berlin, @nvidia is planning to invest in Mirelo 🇩🇪🚀
Come say hello at GTC!
Germany knows how to build, and now it’s bringing that expertise to industrial AI. 🇩🇪
Tonight in Berlin, @JensenHuang and Chancellor @_FriedrichMerz discussed combining German engineering with NVIDIA AI to advance manufacturing and automotive.
We’re also backing Germany’s builders, with new planned investments in Agile Robots SE, @aveliosmed, @MireloAI, and @reflexaerospace, spanning robotics, healthcare, creative tools, and space.
Meet the companies and catch up on today’s news from Berlin: blogs.nvidia.com/blog/german…
Overheard: “This business plan sounds like it was generated with GPT-2”
@shangdaxu
Guido Appenzeller retweeted
AI video has gotten SO good - but the sound often doesn't pass the Turing test.
Many models generate unnecessary music, exaggerated sound effects, or audio not grounded in the scene.
@MireloAI's new SFX model fixes this! You get realistic audio while preserving speech 👇
AI Videos finally sound real.
Introducing Mirelo SFX 2.0.
It watches your video, cuts the music you never prompted, keeps the dialogue, and builds a full sound design synced to the action and consistent across any length clips.
You’ve made it look right. We’ll make it sound right.
Live today through our API, on @runwayml and @fal.
Other platforms coming soon. (Thread)
Mirelo SFX 2.0 - Let’s goooo!
AI Videos finally sound real.
Introducing Mirelo SFX 2.0.
It watches your video, cuts the music you never prompted, keeps the dialogue, and builds a full sound design synced to the action and consistent across any length clips.
You’ve made it look right. We’ll make it sound right.
Live today through our API, on @runwayml and @fal.
Other platforms coming soon. (Thread)
Great session with Pat, Raghu and I had a ton of fun grilling him on the future of silicon, data centers, energy and AI.
"Energy Capacity = Economic Capacity"
Former Intel CEO Pat Gelsinger on why America's power grid is the ceiling on growth:
"We went through 10 to 15 years where essentially I was taking coal offline at the rate I was adding renewables, and essentially the nation was flatlined in terms of overall energy capacity."
"So essentially our economic capacity as a nation, flat for fifteen years."
"Even with that, we've gone to maybe increasing our national energy capacity 4% per year. Going from essentially zero to one."
"Nuclear as base load is a fabulous thing that we want to go build more of. Unfortunately all of our renewables have deep dependencies in China."
"Energy capacity somewhat dampens how euphoric we can get on AI. Why build a new data center and buy the million GPUs if I can't power them?"
@PGelsinger @RaghuRaghuram @appenz
Guido Appenzeller retweeted
Best Edit Model is here by @ideogram_ai
It's unfair there are two guys in particular look good in every outfit, including the duck suit.
Guido Appenzeller retweeted
1501: Pope Alexander VI criticizes Gutenberg’s printing press safety
“The art of printing can be of great service in so far as it furthers the circulation of useful & tested books; but it can bring about serious evils l..it will, therefore, be necessary to maintain full control”
Pope Leo criticises Nvidia’s Jensen Huang over AI safety ft.trib.al/azwdiGc
I don’t normally write these things. But this one hits a bit different. Nearly three years ago I told a16z I wanted to spend part time outside the firm helping @drfeifei start and build a frontier model company. And what followed were some of the most remarkable moments of my career. From being at the founding table. To watching the first git commits. Seeing the very early very rough results that hinted at something much greater. Contributing to the open source. Watching the creation of new model architectures that pushed the state of the art in multiple areas.
I saw the team spin magic from nothing again and again. And I was very privileged to be within the walls. I’m very proud of what was accomplished, and am so excited for what lies ahead.
So congratulations to AMD for entering into an agreement with the leading spatial intelligence frontier lab. And congratulations to the World Labs team on a partner that has the vision, ambition and leadership to be the top AI technology provider globally.
Also congratulations to Dr. Su and Dr. Li. Two world class CEOs with a common vision. The both of you working together is unimaginably legendary. Arguably the smartest leaders in tech with the shared goal of building the world's leading AI capabilities. I know you both share an optimistic view of AIs ability to aid humanity. We need far more of that.
As everyone knows. I’m World Lab’s biggest fan. And will remain so. Thanks to @drfeifei , @BenMildenhall , @jcjohnss and the entire team for letting me tag along. What a crazy fucking ride. You stood at the frontier, and moved it. And will continue to. Again, many congratulations to everyone involved. The future of AI will be so much brighter with this partnership. I can’t wait to see where it leads. Here’s to new worlds!
Guido Appenzeller retweeted
I don’t normally write these things. But this one hits a bit different. Nearly three years ago I told a16z I wanted to spend part time outside the firm helping @drfeifei start and build a frontier model company. And what followed were some of the most remarkable moments of my career. From being at the founding table. To watching the first git commits. Seeing the very early very rough results that hinted at something much greater. Contributing to the open source. Watching the creation of new model architectures that pushed the state of the art in multiple areas.
I saw the team spin magic from nothing again and again. And I was very privileged to be within the walls. I’m very proud of what was accomplished, and am so excited for what lies ahead.
So congratulations to AMD for entering into an agreement with the leading spatial intelligence frontier lab. And congratulations to the World Labs team on a partner that has the vision, ambition and leadership to be the top AI technology provider globally.
Also congratulations to Dr. Su and Dr. Li. Two world class CEOs with a common vision. The both of you working together is unimaginably legendary. Arguably the smartest leaders in tech with the shared goal of building the world's leading AI capabilities. I know you both share an optimistic view of AIs ability to aid humanity. We need far more of that.
As everyone knows. I’m World Lab’s biggest fan. And will remain so. Thanks to @drfeifei , @BenMildenhall , @jcjohnss and the entire team for letting me tag along. What a crazy fucking ride. You stood at the frontier, and moved it. And will continue to. Again, many congratulations to everyone involved. The future of AI will be so much brighter with this partnership. I can’t wait to see where it leads. Here’s to new worlds!
TypeSafe AI's Diogo Almeida with a16z's Ben Horowitz and Martin Casado on Jev, the model built to live inside software:
Diogo's elevator pitch for Jev is a simple question - where is all the automation?
AI is unbelievably smart, but outside of chatbots and coding agents, it hardly touches any real work. His diagnosis is the industry built models that generate text for humans to read, and software can't consume that output.
Jev reads natural language and returns a choice from a set of options with a confidence level assigned to each, so developers can build programs that reason about intent and make probabilistic decisions rather than relying on human interpretation.
TypeSafe's philosophy is "We build prod, not God."
0:50 "Where the f**k is all the automation?"
2:50 Jev vs. Claude Code and Codex
6:55 Jev is a classifier and classifiers are sick
7:40 Chat vs. code: is Jev a slider?
9:00 Diogo: From mathlete to Kaggle to OpenAI
12:20 "We build prod, not God"
15:55 Reliability over demos
16:55 2021 thoughts: RLHF is AGI?
20:45 Optimizing for the wrong use case
21:50 Is the real world too messy to automate?
25:00 Nobody expected the Jev launch
26:35 Three kinds of reliability
28:05 Good at syntax, bad at architecture
30:00 The inverse SaaSpocalypse
33:40 Why coding agents automate so little
36:05 Probabilistic programming returns
38:45 Jev as the UDP-to-TCP layer for AI
40:20 The 5 stages of grief for embedding AI
41:30 Utopia: AI that actually does what you mean
YouTube: youtu.be/Ut3LOjKNJaE
@CompleteSkeptic @typesafeai @bhorowitz @martin_casado
For any fellow pilot out there confused by today's FAA order, here is which Citation Jets you can still fly single pilot and which now need dual pilots.
It's kind of ridiculous that you can get a model that is competitive with early 2026 frontier models for under 1.5 cents per million tokens.
LLmflation is real. And go @relace_ai!
Relace is now also the cheapest provider of DeepSeek v4.1 Flash on OpenRouter.
Agent traces are 96%+ input tokens, so GPU utilization is dominated by prefill time. However, most of those tokens are not relevant for the next response.
The encoder/decoder split allows you to use a lossier, cheap submodel for prefill without affecting the performance of decode (i.e. quality of responses).
It also means you need to shuttle KV between GPUs a lot, which is why they redesigned attention (again) and made the KV 4x smaller.
Fully taking advantage of the theoretical gains is a deep engineering problem that DeepSeek left as an exercise for the reader.
Starlink is great for attending Zoom calls from the cockpit*.
(*) Only recommended for part 91 in planes certified for single pilot ops.
Yosemite National Park. Dome Fire in the background.
Photo taken from the left seat of our PC-12 while descending into the bay area.
Not sure if this says more about SOC2 or about Gabe. In any case, impressive! 🫡
Fun fact: I started the SOC 2 process well before we got into speedrun!
I knew that if people were going to trust us with their conversations, we needed to take that responsibility seriously from day one.
A huge thank you to the team for all the work behind this, and to everyone who’s put their trust in us 💙






























