I followed the news about the new massive fund that a16z recently closed, and it’s truly impressive. Ben Horowitz announced that they raised over $150 billion, which represents almost one-fifth of all venture capital moved in the US in 2025. We’re talking about truly huge numbers here.

The portfolio of this new fund is quite diversified. It includes the American Power Fund with $1.176 billion, the Applied Fund with $1.7 billion, then we have the Biology and Health Fund with $700 million, the Infrastructure Fund also with $1.7 billion, a Growth Fund of $6.75 billion, and other venture capital strategies totaling around $3 billion.

But what really matters here is the underlying strategy. Horowitz made it clear that a16z’s mission is to ensure that the US maintains technological supremacy for the next 100 years. And according to him, there are two technological architectures that are absolutely critical for this: artificial intelligence and cryptocurrencies. It’s no coincidence that they are focusing resources specifically on these two domains.

The plan is to apply these technologies across sectors ranging from biology and health to defense, public safety, education, and entertainment. It’s a very ambitious and comprehensive vision. Horowitz was quite direct in his warning: if the US loses global leadership in AI and cryptocurrencies, it will have serious consequences for its economic, military, and cultural advantages. So, it’s not just about financial return here, it’s about technological geopolitics itself.