a16z's agent fund: wine-auction agents, agent managers and an $8B infra bet

matt_slotnick · x · 2026-09-05

Journalist Julia Hornstein broke down a16z's new fund: it has backed an AI agent for wine auctions, an agent that manages other agents, and a Cursor coding test so hard partner Matt Bornstein couldn't crack it — while Martin Casado's infra team led an $8 billion bet. A follow-up quip praised the article placing Casado's quote as a victory lap reminding readers these were all early-stage investments.

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