a16z Maps Seven Themes for the Next Five Years: Agents, Robots, Bio and More
FinanceYF5 · x · 2026-10-02
a16z's State of Markets II (100+ charts on 1H'26) lays out seven themes for the next five years:
- Consumer agents
- Robotics
- Autonomous driving and autonomous systems
- AI × biotech
- Personal health
- AI diffusing into enterprises
- A new wave of American Dynamism
The report frames tech as "the everything cycle" — tech has contributed 76% of S&P 500 earnings growth since 2023 — and highlights the rotation from bits to atoms. Full report and companion podcast are live.
Related event: a16z's State of Markets II: Agents Now Consume 5x Human Token Volume(8 posts)→
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