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AI agents

1 VCs and 0 funds investing in AI agents

VCs investing in AI agents

Anjney Midha

General Partner

100%

Andreessen Horowitz (a16z)

Check: $1M-$100M+ (from a16z's $5.2B AI fund, largest sector allocation in 2026)

Leads a16z's AI investments from the $5.2B AI allocation — the firm's largest sector bet ever. Anjney came to AI from an unusual path: he previously led a16z's crypto gaming investments, giving him deep understanding of platform transitions, virtual economies, and consumer behavior in digital worlds. His AI thesis is built on the belief that AI is a platform shift as significant as mobile or cloud — and that the biggest opportunities are at both the infrastructure layer (foundation models, training, inference) and the application layer (consumer AI, AI agents, vertical applications). Particularly bullish on consumer AI as a social phenomenon — Character.ai embodies this, where AI characters become companions and social interactions, not just tools. Believes open-weight models (Mistral, Meta's Llama) will create an ecosystem similar to open-source software, where the most innovative applications are built on open foundations. Views gaming as a leading indicator for AI adoption — games were the first consumer products to adopt AI-generated content, AI NPCs, and AI-powered user experiences.

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