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Alex Immerman

General Partner, Andreessen Horowitz

Verified interview transcripts, podcast appearances, and direct quotes from Alex Immerman, General Partner at Andreessen Horowitz. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • AI, Infrastructure, and the Next Investment Cycle

    September 30, 2026 · 📺 a16z

    a16z’s David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez unpack 25 key charts from the latest State of Markets presentation, from the scale of the AI infrastructure buildout to what adoption looks like inside companies today. They examine why rising markets have so far been supported by earnings rather than multiple expansion, why hyperscaler CapEx is approaching $1 trillion annually, and why demand for compute continues to outrun supply. They also look at the downstream effects of that spending across chips, power, construction, and physical infrastructure. State of Markets Th…

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  • Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi

    March 13, 2026 · 📺 Sourcery with Molly O'Shea

    Alex Immerman, General Partner on Growth at Andreessen Horowitz (a16z), joins Sourcery to break down how one of Silicon Valley’s most influential firms is investing across AI, fintech, autonomous vehicles, and growth-stage software. With a fresh $6.75B Growth fund, a16z Growth now manages over $22B across five Growth funds. Alex discusses how a16z evaluates category leaders, what separates private markets from public markets today, and why firms are rethinking old metrics in the AI era. He also goes deep on some of a16z’s highest-profile portfolio companies and investments including Waymo, Ka…

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  • a16z’s Alex Immerman on How AI Is Redefining the Modern CFO | Mostly Classics

    January 01, 2026 · 📺 Run the Numbers with CJ Gustafson

    [Original air date: June 19, 2025] In this episode, Alex Immerman, partner at Andreessen Horowitz, joins CJ to discuss the CFO role and how it's changing in the era of AI. He explains what the components of a company’s AI agenda the CFO should own, how and where it should be leveraged in an organization, and why, if you’re preparing to go public, AI needs to be mentioned in your S-1. He breaks down how the financial landscape differs greatly between AI-native SaaS companies and traditional B2B SaaS companies in terms of retention curves and gross margins, and how this relates to the ever-impo…

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  • How AI Is Transforming the CFO Role | Alex Immerman on Run the Numbers

    June 20, 2025 · 📺 Run the Numbers with CJ Gustafson

    In this Run the Numbers segment, Alex Immerman (partner at Andreessen Horowitz) joins CJ to explore how AI is reshaping the CFO role. From AI co-pilots for real-time insights to strategic decisions on growth, retention, and pricing—discover how finance leaders can leverage AI to drive efficiency and innovation. Alex also weighs in on the future of AI-native tools vs. incumbents like Excel, and why CFOs need to stay ahead in this new landscape. 👉 Watch the full conversation:    • a16z’s Alex Immerman on the Evolving Role ...  

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  • The 2025 AI Search Race

    December 09, 2024 · 📺 a16z

    Is Google’s search monopoly coming to an end? Alex Immerman, Partner at a16z, joins us to explore how generative AI tools like ChatGPT and Perplexity are reshaping the $200 billion search market. We discuss why users are shifting to AI-powered tools for direct answers, the growing legal and competitive pressures on Google, and the rise of verticalized search engines for specialized industries. Timecodes: 00:00: Introduction to the Search Market 01:20: The Rise of AI in Search 02:18: User Experience: Links vs. Answers 03:06: The Shift to Personalized and Conversational Search 04:45: Vertic…

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  • Big Ideas 2024: The Consumer AI Battleground Moves from Model to UX with Alex Immerman

    December 27, 2023 · 📺 a16z

    Overheard in 2023: “A minute not spent building the model is a minute wasted. Build the best model, and users will come.” But, could the battleground for consumer AI shift from model-centric to user experience-focused in 2024? Alex Immerman, Partner on the Growth team at a16z, delves into moving beyond the conventional wisdom of "build the best model." While Large Language Models (LLMs) may offer a first-mover advantage today, Alex believes the enduring success may hinge on old-fashioned moats such as network effects, high switching costs, scale, and brand. Topics covered: 00:00 - Big Idea…

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