A16z’s infrastructure team and a claimed big year for M&A and markups
A September 28 post calls 2026 a “pretty nuts” year for a16z’s infrastructure team, listing Cursor at $60 billion under “M&A” and Databricks at $190 billion under “Markups.”
TLDR
A user’s September 28 post lists Cursor ($60 billion), World Labs ($8.2 billion) and OpenRouter ($7.5 billion) under “M&A.” Under “Markups,” it lists Databricks ($190 billion), Mistral ($24 billion), Eleven Labs ($22 billion), Fal ($15–20 billion) and Periodic ($7.5 billion). The user presents the list as a sign of a big 2026 for a16z’s infrastructure team.
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