a16z Infra Team's Wild 2026: $60B Cursor, $8.2B World Labs, $7.5B OpenRouter Deals
rajko_rad · x · 2026-09-29
A rundown of a16z's infra team moves in 2026:
- M&A: Cursor for $60B, World Labs for $8.2B, OpenRouter for $7.5B
- Markups: Databricks at $190B, Mistral at $24B, ElevenLabs at $22B, Fal at $15-20B, Periodic at $7.5B
One team closing three mega-acquisitions while marking up multiple portfolio companies underscores how scarce — and contested — AI infra assets have become.
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