I'm a general partner on the a16z infra fund. I fell in love with machine learning after reading the AlexNet paper in ~2014, and I've been investing in AI companies ever since. I'm an engineer at heart, so I'm always working on some kind of weird side project, too.

Recent investments:

• Cursor: The leading AI coding platform
• Inferact: An inference company from the authors of vLLM
• Unconventional AI: An applied research lab building radically efficient AI processors
• Udio: The artist-aligned generative music company
• Replicate: A multimodal inference and model discovery platform (acquired by Cloudflare)
• Tabular: A data storage company from the authors of Apache Iceberg (acquired by Databricks)

Writing & talks:

• Why we need continual learning (Apr 2026)
• Sci-fi reading list (Nov 2025)
• Emerging architectures for LLM applications (Jun 2023)
• Emerging architectures for modern data infrastructure (Oct 2020)
• The new business of AI (Feb 2020)
• More at a16z

Weird side projects:

• Cleo: An AI-native word processor
• Auto illustrator: Illustrate your favorite (public domain) books with AI!
• Moon clock: A 7-color e-ink clock that shows the phase of the moon instead of the time
• Kindle clock: A 1-color e-ink clock that shows normal stuff (including the time!)

You can follow me at @BornsteinMatt or reach me directly at web@bornstein.ai.

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