VC: Inside a16z's $1.7B Infrastructure Bet | Jennifer Li, General Partner

VC: Inside a16z's $1.7B Infrastructure Bet | Jennifer Li, General Partner

From The GTMnow Podcast by GTMnow

April 28, 2026 · 38 min

About this episode

Jennifer Li discusses a16z's significant investment in AI infrastructure and her insights on voice AI and founder potential.

Jennifer Li, Partner at Andreessen Horowitz (a16z), breaks down why the firm allocated $1.7 billion of its latest $15 billion fund specifically toward AI infrastructure, and what she's betting on next. Jennifer has backed ElevenLabs from Series A all the way through Series D, watching it grow to an $11 billion valuation. In this episode, she explains what she saw in voice AI before anyone else did, what makes a founder worth backing regardless of the tech, and why the next wave of AI infrast...

People in this episode

Guest: Jennifer Li

Topics covered

  • AI infrastructure
  • venture capital
  • voice AI
  • founder investment
  • technology trends

Keywords

  • a16z
  • AI infrastructure
  • Jennifer Li
  • venture capital
  • voice AI
  • founder investment

Mentioned in this episode

Organizations: Andreessen Horowitz, ElevenLabs

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