person
Guido Appenzeller
Andreessen Horowitz; AI infrastructure investor
Partner at Andreessen Horowitz on the infrastructure team; focuses on AI infrastructure investments. Frequent commentator on AI inference economics.
current Partner, Andreessen Horowitz
Strategy positions
Techno-optimismendorses
Technology and markets solve risks faster than regulation creates themArgues inference cost trajectories will fundamentally reshape AI deployment; tracks the rapid drop in cost per token as the operative metric.
The cost of inference per token has dropped by orders of magnitude in the past two years. Most product strategies based on assumptions about inference cost are already obsolete.
Closest strategy neighbours
by jaccard overlapOther people whose strategy tags overlap with Guido Appenzeller's. Overlap is on tag identity, not stance; opposites can show up if they reference the same tags.
Record last updated 2026-04-25.