A16z Launches $10B AI & Defense Fund, Excludes Crypto
Andreessen Horowitz (A16z) has launched a $10 billion fund focused on AI investment and defense initiatives. The capital is allocated as $6 billion for growth and mature companies, $1.5 billion each for AI applications and AI infrastructure, and over $1 billion for defense and manufacturing tools. The fund notably excludes a dedicated crypto vehicle, but A16z’s crypto strategy remains active with recent $50 million and $55 million investments in Jito (Solana) and LayerZero. The firm has also consolidated its crypto operations in the US, underscoring a strategic pivot that balances AI and defense funding with selective blockchain and Solana ecosystem support.
Bullish
A16z’s decision to exclude a dedicated crypto fund could be seen as a shift in macro strategy, but its continued $50 M investment in Solana’s Jito protocol signifies substantial institutional backing. This targeted support is likely to boost demand for SOL through increased staking activity and network utilization. In the short term, traders may respond positively to A16z’s vote of confidence, driving a bullish sentiment for SOL. Over the long term, sustained VC interest in Solana infrastructure could underpin price stability and growth.